Name: Mr. Suresh Moorthi
Designation: IT Director at Cognizant
Country: London, UK
Years of Association: 12 years
✅ Financial Challenges Faced Before Associating With Wealth Munshi :
- Difficulty in obtaining the latest updates related to personal finance.
- Lack of time to delve deeply into the intricacies of personal finance.
✅ Best Experiences With Wealth Munshi :
Exceptional personal connection:
Wealth Munshi established a strong and personal bond, which left a lasting impression.
Unique personalized approach:
Wealth Munshi provided a tailored and customized experience, understanding my family’s specific financial needs and goals.
Utilization of advanced technology tools:
Wealth Munshi has incorporated advanced technology tools to enhance the financial planning process, investing and tracking of portfolio.
