‘Most people don’t realise the result of committed investments’
A DIY approach was not yielding the results that Sarath G. and Harika wanted from their investments.
‘No more real estate and gold for us’
When they needed the money, Shilpa and Vikram Grover realised that their assets were not liquid enough.
‘Second opinion from financial planner made decision-making easier’
Bengaluru-based Ganesh Suryanarayanan and Saru Tumuluri felt independent and unaffiliated advice would mean the adviser had their interest in mind.
‘We realized that as much as can be planned should be planned’
Gurgaon-based Laxmi Sachan and Devendra Katiyar share their story of meeting their financial planner and how it changed their outlook towards money.
‘We separated business expenses from family’s finances’
Daljit and Mona Singh want to keep business separate from family.
‘Our retirement needs came first’
A financial plan that was tuned to Ashwani and Savita Syal’s concerns regarding retirement period helped them restructure finances.
‘We learnt discipline and restraint towards money’
Gurgaon-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.