Success Stories

Success Stories

‘Most people don’t realise the result of committed investments’

DSC_3494-k9zB--621x414@LiveMintA DIY approach was not yielding the results that Sarath G. and Harika wanted from their investments.

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‘No more real estate and gold for us’

DSC_9787-koOB--621x414@LiveMintWhen they needed the money, Shilpa and Vikram Grover realised that their assets were not liquid enough.

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‘Second opinion from financial planner made decision-making easier’

Ganesh Suryanarayanan-@LiveMintBengaluru-based Ganesh Suryanarayanan and Saru Tumuluri felt independent and unaffiliated advice would mean the adviser had their interest in mind.

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‘We realized that as much as can be planned should be planned’

Devendra-Katiyar-Laxmi9-@LiveMintGurgaon-based Laxmi Sachan and Devendra Katiyar share their story of meeting their financial planner and how it changed their outlook towards money.

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‘We separated business expenses from family’s finances’

daljitsingh-kI7D@LiveMintDaljit and Mona Singh want to keep business separate from family.

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‘Our retirement needs came first’

ashwani-savita-syal3-kgih-621x414livemintA financial plan that was tuned to Ashwani and Savita Syal’s concerns regarding retirement period helped them restructure finances.

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‘We learnt discipline and restraint towards money’

nidhirohit2-kkfb-621x414livemintGurgaon-based double-income no kids couple Nidhi Jain Seth and Rohit Seth share their story of moving their investments in the right direction with the help of their financial planner.

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