Take money out to smell the roses

The client believes that a financial planner's role is to tell him to spend as little as possible now and keep investing to secure his future

Harsh Roongta
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Take money out to smell the roses

3 min read Last Updated : Jul 30 2020 | 1:29 AM IST

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Dhanesh, our client, works for a firm that has benefitted tremendously the Covid-19 crisis. The project he was leading has been one of the main contributors to the company’s performance. He received a special bonus recently and wanted to know where to invest. A little background about Dhanesh. He is in his late 30s with two children who are still not teenagers. He has been a very conscientious, di

Topics :CoronavirusInvestment

First Published: Jul 30 2020 | 1:29 AM IST

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