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Empowering a client to touch 30,000 livesVishal Dhawan, Plan Ahead, Mumbai

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Key Take-Aways
  • Most people are aware of their needs - retirment, education, marriage -- but fail to put a structure around it. Even when financially aware, many are also lacking well defined end objectives and goals.

  • When life changes, make new investment plans to better fit your aspirations. "Do we have enough?" -- ask your advisor if you are looking to venture into new areas such as volunteering your expertise with NGO.

  • Financially planning and having put in a good structure early gives investors the financial freedom to tweak their goals and pursue other passions and aspirations at a different life stage.

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Comments Posted
Mohsin Bijepuri ARN NO :33913 Chennai, 02 Jun 2018

Its always a pleasure to hear the most soft spoken Vishal. Truly a touching experience.

Ramesh B ARN NO :11864 vadodara, 28 May 2018

Thanks!.. for giving key take aways regularly...

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