✅Goal Based Investing is More Important Than Tax Based Investing .
👉Start Tax Savings & Goal Based Investments Online for Education & Retirement.
✅Brief Introduction :
Mr.Sumit Joshi is Director of a Global Appliance MNC, Pune , India .
We Had Met Mr Sumit Joshi in 2004 he has been our First 100 Clients . Again Testimony of Long Term Association which is one of the Core Values of WM .
✅Associated Since :
25th Jul 2004 —-
👉16 years have seen growing With Family , Income , Role etc
👉A 100% Wallet Share .
👉Sumit’s elder son Suyash in 18 years we have made enough corpus to fund his complete higher education with no worries. —-
✅Challenge Faced :
👉Was keen more on tax savings
👉Now Mindset is goal based investment .
👉WM has been able to build a large portfolio in diversfied assets via proper asset allocation.