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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

Topics
Coronavirus | Investment

Harsh Roongta 

Harsh Roongta

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, disciplined investor. We had already mapped out all his goals and his resources have been allocated, according to his risk profile. His ongoing savings are also being invested by following ...

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First Published: Thu, July 30 2020. 01:26 IST
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