Finding The Right Money Advice

Financial planning has always been difficult for Gurugram-based professional Geetanjali Shivdasani, 29. Juggling a full-time job and family that comprises her 10-year-old son and grandmother often leaves her drained in terms of managing finances and making conscious investments. She did have some savings but at the same time, she realised that her monthly income was not being channelised through prudent investments and conscious savings behaviour.  “I felt the need to provide a definite structure to my finances and regain confidence, so that my career path and associated earnings would enable me to achieve my goals,” said Shivdasani.  It was then that she started looking for a financial planner. For her, it was important that her financial advisor truly understood her life’s journey, successes and challenges as well as her money psychology. Similarly,...