🌏 Wealth Munshi Goes Global
Our Entire Team has decided to take up case Studies of NRI / PIO / R2I ( Non Resident Indian , Person of Indian Origin & Return to India ) From :
✅The First Case Study is of Mr.Rahman (Associated Since : 8th Aug 2004)
✅Experience on Working With Mr.Rahman:
1.Proud to Let you know WM helped Fund Aseem’s College Fund in Australia.
2.Mr.Rahman’s Portfolio as on March 2021 Generated a CAGR ( Compounded Annual Growth Rate) of 36.44% 💰 .
3.Our Team is also Filing his International Tax Returns.
4.Also Assisting him in Liquidating his Flat in India .
5.Lastly but not the Least Getting his Succession Plan in Place.
👉Challenges Faced :
The Only Challenge faced has been the lag time duration relocation From Australia to the US .
👉“Positive Side” :
Rahman has always kept in touch with our team irrespective of the Financial Circumstances .
Rahman understood the benefits of Working WM Than a Lic Agent. Customer Service Team.👥