Client Testimonials

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Client Testimonials

Our journey began with the support of our first investors, friends and family, who continue to be our most enthusiastic advocates. Over the years, Banyan Tree has grown primarily through word of mouth, with little marketing.

Satisfied clients have referred others, and today we proudly serve a very diverse client base that is 1,957 strong, each with unique financial and life goals.

We reached out to a few of our clients to hear their stories about investing with us. For privacy, we’ll just use first names.

“True excellence often takes decades to prove.”

Vinod

Investor since 2013

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In investment management, as in cricket, greatness is recognized only after decades of consistent performance through both good and challenging times.

The path to creating wealth is cluttered with impatient investors with very short-term horizons who trade excessively. Banyan Tree Advisors have stood out by delivering over two decades of market-beating compounded returns. They have consistently sought value, remained patient, and avoided the distractions that the stock market often presents.

As a very satisfied client since their inception, I hope the team continues to deliver outstanding performance for many more decades, building a legacy as a long-lasting institution.

“Banyan Tree is good at what they do.”

George

Investor since 2008

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I have tried investing on my own by picking individual stocks – both in the US where I lived earlier, and now in India, where I live now. It was exhilarating while the good times lasted, and traumatic when the bad times started. I realized that I had neither the aptitude nor the discipline to invest successfully.

It has been over fifteen years since I made my first investment with Banyan Tree Advisors. We have been through several gut wrenching market cycles – the Great Recession of 2008, and the recent cratering of the stock market at the beginning of the Covid-19 pandemic. To my credit, I stayed the course with BT, trusting that they knew what they were doing. Their competence and discipline has meant that I now have a corpus which is an important part of my financial plans. I am grateful to them for this.

“One of the best decisions in my life!”

Sameer

Investor since 2008

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In my wildest of imaginations, I could not have imagined the lifestyle and life choices that Banyan Tree Advisors have made possible for my entire family through such spectacular wealth management!

Between January 2008 and September 2014, I transferred 100% share of my savings/wallet to Banyan Tree and since September 2015 have been, through a Systematic Withdrawal Plan, living a dream life not just for myself (I stopped working for a living in April 2010) but also my entire family.

What has been most impressive about the Banyan Tree team over the past 16 years has been:

The obviously superior quality of research, the methodology adopted to identify the right stocks and buying these only at values they believe are appropriate
The sheer consistency of above market and above expectations returns their stock picks have generated
The vastly impressive (and often intimidating) breadth and depth of knowledge that the wealth managers exhibit during interactions
The rock solid conviction in their choices
The humility, honesty and sincerity that shines through in each of their actions and interactions

Choosing and sticking with Banyan Tree Advisors over these 16 years has been one of the best decisions I have ever taken in my life!

“Transparency is important to me.”

Punit

Investor since 2014

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Transparency is paramount to me, and Banyan Tree delivers in spades. Their diligent and timely reporting keeps me constantly informed about the status of my portfolio. The availability of quarterly and annual tax data from Banyan Tree greatly eases the cumbersome process of tax filing for me. Additionally, each month alongside the portfolio statement, Banyan Tree sends out a newsletter. While it doesn’t delve into intricate details, it offers an engaging perspective on investing and the markets, which I always look forward to reading and sharing. This open communication builds immense trust and fosters a genuine partnership.

Choosing Banyan Tree has been one of the best financial decisions I’ve ever made. They’ve helped me achieve my financial goals faster than I ever imagined, all while making the process transparent and stress-free. If you’re looking for a reliable and trustworthy partner to grow your wealth, I highly recommend Banyan Tree.