Name: Mrs. Soma Gupta
Designation: Global Head of Standard and Governance, Intelligent Automation, HSBC
Location: Bengaluru, Karnataka, India
Associated Since 16 years
✅ Financial Challenges Faced:
- Soma Gupta faced challenges in effectively managing her finances.
- She needed guidance from a wealth planner to navigate her financial journey.
- Determining the right investments became a daunting task for her.
- Managing expenses after marriage & kids, added complexity to her financial situation.
✅ Best Experience:
- Soma Gupta’s best experience came when she met Wealth Munshi at the right time.
- Through Wealth Munshi’s guidance, she gained a comprehensive understanding of her finances.
- Wealth Munshi introduced her to the concept of goal-oriented investments.
- As a result, her finances were streamlined, and she gained the confidence to rely on Wealth Munshi’s expertise.
- One notable aspect of her experience is that Wealth Munshi also offers online wealth succession planning, which Soma Gupta is looking forward to Subscribing.
