How Top Executives Save Tax & Do Goal Based Investment Online for Education & Retirement-Case Study (2004)

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Mr. Sumit Joshi with Wealth Munshi – A Partnership in Financial Success.
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✅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 .

About Investor:

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 —-

Best Experiences:

👉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.

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