Streamlining Portfolio Scattered Across India, Singapore & Dubai.
✅On “Special request This Case Study has been made on NRI Investors“ ! .
Brief Introduction :
⭐️Mr & Mrs.Abhishek Dhingra , Principal at First Abu Dhabi Bank, FAB, Dubai. How do Global Investors rate us with Global Advisors !
✅Associated Since :
20th Jan 2020
Abhishek & Latika Were Introduced by a Common Friend & Investor “Mr. Arjun Ramesh” who’s a School Friend of Abhishek. ”
Abhishek & Latika” Live in Dubai .
✅“Challenges Faced” :
1.Had many “bad experiences before with banks, agents, wealth managers” in The Past.
2.It was an Uphill Task on “streamlining the finances” Scattered Across India, Singapore & Dubai.
✅“Best Experience”:
1.”Both Partners Participate” equally in All Financial Decisions.
2.Now after a period of 8 months both Abhishek & Latika have decided to go “full throttle with WM”.
3.”Transferred most of the previous Assets to WM”.
4.” Created Private WhatsApp group” For All Communications.
Let’s See What Both have to Say About Their Experience With Wealth Munshi.
