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Blog

The Fall…

Hello! Yesterday stock market corrected by almost 800pts and experienced one of the biggest one-day falls in history. Overall the market has corrected by 11% since 29th Aug 2018.(New Peak) You may also see a below average or negative return on your portfolio. I can completely understand you feeling anxious, scared and worried about your […]

Category: Blog

Anjali Shankaran
(CFP CM)

Working in the financial advisory industry since 1987 is an industry veteran.Worked with UTI Mutual Fund for 16 years & then founded her firm in 2003.She has been the chief financial planner ever since & has helped over 300+ families in building wealth.

Category: teams