✅ We Do not Manage Money , We Manage Emotions .
👔 Brief Introduction:
Mrs.Anita & Mr.Rustom Are Entrepreneurs.
About Investor:
🗓Associated Since : 2019
Experience on Working With Both :
👉Challenges Faced :
✅ When we first connected around 2 years ( 2019 ) they “already had a wealth manager” .
✅ When we got the portfolio most funds “needed some serious intervention”.
✅ 2019 The Portfolio was in “shambles , not goal oriented , there was no direction & worst was it was running into huge losses” .
✅ 2020 By the time we “reshuffled the Portfolio covid happened”
✅ Not only the portfolio ,the business was running into few challenges ,so it was important to keep in mind “security cum long term wealth creation”
👉“Positive Side” :
✅ More than a wealth manager both needed a “guide an anchor , a mentor who could not only handle their emotions & Portfolio but also show them a road map ahead
✅ WM team stepped in to do the “handholding & restructure the entire portfolio” . —
👉“Best Part”:
✅ Both Anita ji & Rustom connect “together” on each call with WM Team .
✅ Today Inspite of Covid Times WM has been able to “generate close to 49.55% CAGR & Healthy Mix of Equity to Debt” .
