Success Stories

Success Stories

‘Finding her direction with the help of a detailed financial map’

Supriya RochaA closer look at Supriya Rocha’s investments showed that unlike most people, her’s were almost entirely in equity-based products.

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‘The luxury of money is, you do not work for money but for your passion’

Reinee Ghosh and Suhail GuptaReinee Ghosh and Suhail Gupta want flexibility in their lives so that they can pursue other interests when the fancy strikes, without compromising their children’s education.

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

Sarath G. and HarikaA 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’

Shilpa and Vikram GroverWhen 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 and Saru TumuluriBengaluru-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’

Laxmi Sachan and Devendra KatiyarGurgaon-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’

Daljit and Mona SinghDaljit and Mona Singh want to keep business separate from family.

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‘Our retirement needs came first’

Ashwani and Savita SyaA 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’

Nidhi Jain Seth and Rohit SethGurgaon-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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