Average Rating

5.0

/
5

5 Reviews

5 Star
100%
4 Star
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3 Star
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shailendra dubey

Seeking financial advice form Priyanka mam was one of the best decisions I’ve made. The guidance I received helped me understand how to manage my finances effectively and set clear financial goals. I learned how to save, and invest wisely, ensuring a secure financial future. The advice on investment options was invaluable, as I now have a well-planned portfolio that aligns with my finance. I feel much more confident about my financial future. Highly recommended for anyone looking to take control of their finances!

5
Date of experience: Jun 11, 2025
Meenakshi Akhade

I've had an excellent experience seeking guidance from Surplus Fintech. Their team especially Priyanka and JP sir are knowledgeable, transparent, and truly client-focused.They take time to understand your financial goals and provided a tailored made plan.
They consistently communicate clearly, offer insightful advice, and help simplify complex financial concepts.

5
Date of experience: Jun 11, 2025
sarla Agrawal

I have been working with Surplus from past 4 years and they are expert in whatever do. They handle both my personal and private limited company account, investment planning, audit, compliances, taxation and legal consultation. The best thing is they are professional and update you everything on time. I recommend them for all accounting, auditing, company compliance related services. I am sure you will never be disappointed.

5
Date of experience: Jun 11, 2025
Mohita Mungreja

Surplus Fintech has been handling my investments, taxation, and accounting requirements for the past eight years with utmost professionalism and efficiency. The team has developed a robust system that enables comprehensive management and monitoring of my financial portfolio, including investments, accounts, and tax filings. I am highly satisfied with their seamless execution and clear, professional communication. I strongly recommend their services to anyone seeking expert guidance in financial planning.
Thank you Surplus Fintech

5
Date of experience: Jun 10, 2025
Ankita Mungreja

As a senior citizen, I highly recommend Surplus Fintech to anyone seeking prompt and reliable financial guidance. Their team has been instrumental in helping me stay on top of important deadlines, which I often find easy to miss. They consistently provide timely reminders and support, ensuring that all my forms are submitted correctly and on time, allowing me to avail the full benefits of various financial services. The team is diligent, professional, and truly committed to their clients' needs. I wholeheartedly endorse their services to anyone looking for a trustworthy and efficient financial partner.

5
Date of experience: Jun 10, 2025

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