I have been an equity investor for the last 10 years and had been managing my MF portfolio on my own, with obviously not so great results. After coming in contact with Bodhi Tree Wealth, I got a holistic view of not only my investments and portfolio but also the various facets of goal-based horizon, wealth management, asset class distribution, retirement planning and various other aspects that helps to achieve financial freedom. The professional background and approach that Manish brings in is of great value, especially during the volatile times of the market. Wishing the entire team of Bodhi Tree Wealth manifold success!