I started my investment advisory practice in 2015 with three decades of work experience under my belt. I equipped myself with the necessary training and passed the relevant certification exams. I also acquired the technical expertise to calculate goals, assess clients’ resources and risk-taking abilities, and recommend the appropriate asset allocation. Experience, however, has taught me that these otherwise important technical tools and skills have their limitations.
Kiran approached us in the early days of my investment advisory practice. He had excellent resources. He had no children and his primary goal was a comfortable retirement, apart from buying a farmhouse outside
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