How Wealth Munshi’s Digital Platforms Helped NRI in UK To Save More For Retirement Goal-Case Study (2015)

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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 .

👉“Best Part”:

“Kept In touch Inspite of Moving to UK 2 years Back”

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