Financial Health Check Was an Eye Opener on My Financial Situation .
✅Mr.Sunil Bhavanasi ( NRI , UK ) , Associated Since 2015.
Experience on Working With Mr.Sunil
Sunil has been associated with us Since 2015 when he was living in india , now he lives in UK & has been in touch for his all financial solutions .
👉Challenges Faced :
Intial concentration was on tax savings now more priority is on “goal based investing” .
👉“Positive Side” :
Allocated a reasonable part of his savings into retirement fund which is the top most goal . We look Forward to make Sure all the Goals he has planned for are well taken care of .
“Kept In touch Inspite of Moving to UK 2 years Back”