The Zimello team is part of my extended family,  their strong values and ethics towards customers while they suggest various customized solutions towards fulfilling my financial goal.
We strongly believe they are friendly, with strong domain knowledge and speed at which they respond to customer’s query, makes them unique in the strong competitive time-bound market.
They are very special to us because of their interactions with the entire family at various points, by providing relevant information and feel it is not a business transaction more of a personal transaction within our own family…

For us, Zimello has been like family, wholly trustworthy and always with our best interests at heart. We love how they take the time to explain our investments in layman terms, and the completely transparent process where we know exactly where our funds are invested and how they are doing. What we found most convenient was splitting the investments to meet each of our financial goals, building in factors like inflation, and their in-depth knowledge of the market. They have always been reachable for any financial advice and assistance, even outside of our investments with them. We also appreciate how happy their staff is, which shows that they treat their employees with care and respect, and that reflects in their business dealings as well. We highly recommend Zimello to anyone looking for complete financial planning. You can go to them with your eyes closed.

In the world of financial planning there is no good time to start nor is there enough funds to start off with. Rather it is good to start early. That is what Team Zimello taught me. Whether it is small or big it is good to make a start. Being a Chartered Accountant myself though I am expected to advise others on their financial decisions and planning I would have very little time to plan my own. That is where Team Zimello came in and helped me out. I have total faith and trust in their decisions and recommendations. And even during the tough time in the last year, they were constant in their support and assurance.  Team Zimello is like an extended family to me. 

Passion, Knowledge, Commitment, Trust and Genuine interest in achieving the Best for clients are what make a dependable Wealth Management team.
Zimello has all these and more! Your team helped us to attain our financial goals and handle investments for more than 12 years now. You are more than just financial advisors for us! Their truly personalized way of handling our portfolio with utmost dedication gives us the confidence in recommending to our friends & relatives.
May your team prosper along with your clients! Best wishes.

Zimello doesn’t just take care of my investments and retirement planning, they also take the trouble to educate me on the financial markets and yield time frames. It is indeed a great comfort to have Team Zimello on my side, any time of any day, explaining every process and option, thus removing any mystery from my financial planning and insuring activities. Zimello’s service is highly personalized and I am very thankful for the amount of time and effort the team puts into truly achieving “Client Happiness”, including mine. Go Team Zimello! 🙂

“In the financial planning and wealth management industry, it’s quite hard to build faith and entrust your hard-earned earnings or your lifetime savings in the hands of a partner who could manage them well. Team Zimello for me is another word for “Faith”, “Trust” and “Commitment”. When it comes to Team Zimello, it’s much beyond mere transaction, it’s their deep-rooted values, friendship and beyond that wins my heart all the way. I would highly, highly recommend their services to anyone”