Growing up in a middle-class family, the only financial education we had was to save money in the form of FDs or Post-Office funds being a salaried class. As life evolves, I think it’s not just enough to save money but also figure out a way for those savings to grow and to let money earn money to really keep up with inflation and life’s needs going forward.
Shaina and Manish have helped me immensely in restarting my systematic investment plans post pandemic and I think they not only give you the right direction, but they also come up with timely alerts and reminders to keep one’s attention on important tasks related to personal finance. I think Bodhi Tree Wealth is a great place for individuals to explore investments and plan their portfolio.
I am a happy customer who would gradually increase my investments through their guidance.