Oak Tree financial has taken away my worries of financial planing. Starting small almost 15 years back, Mrs Uma has helped me slowly build portfolio to secure kids future and my early retirement. She just doesn't advice, but help in easy management of saving across diverse portfolio with monthly tracking which is essential for working women.
We have been associated with Oak Tree financial planning for last 15 years. Our association started with investment in LIC policies and later on SIPs in Mutual funds. Their recommendations of MFs for SIPs have proved to that returns on investment are extremely good. We review our investment in MFs jointly with them at least once a year and reallocate funds wherever needed. Their recommendations of MFs is proved to be well researched & Returns on investment were very healthy. It was very useful in funding education in US/UK of our daughters . Overall our association with Oak tree is very healthy & they are our well wishers. With warm regards...Mahendra & Arti Joshi
Top 5 Qualities that make Uma Kumaravelan , of Oak Tree Financial Planning an exceptional and truly committed Financial Consultant 1.Proactive Planning She consistently takes the initiative to understand your needs and long-term financial goals, ensuring tailored and strategic advice. 2.Clarity in Communication Her ability to simplify and explain complex market scenarios in a clear, relatable manner—especially for those without a finance background—is truly commendable. 3.Dedication and Work Ethic She brings unwavering commitment to her work, often going above and beyond to ensure everything is executed precisely and on time. 4.Balanced and Steady Guidance Even during uncertain times, she encourages you to stay the course—always measured in her advice, never overly aggressive. 5.A Strong Sense of Financial Security She helps instill confidence that your hard-earned savings are not only protected for any unforeseen emergency but also thoughtfully planned for the next generation, should the need arise. We have been with her for almost 20 years,and highly recommend her to professionals across all fields, especially the younger generation seeking trustworthy and thoughtful financial guidance.
Oak Tree has been advising me for more than 15 years now. They have always provided me with correct advice and investment options. They have an excellent & dedicated team and I have really benefitted by investing through them.
I have been with them for more than 10yrs, they have excellent advisers and a team that does great portfolio management. I highly recommend them to those who want to build a good portfolio for themselves and Utilise their advice for financial growth.
