✈️ From Zero Savings to Getting a 112% Return On Portfolio -Case Study How WM Guided a NRI (Nigeria)

?About Mr.Chidambaresh Subbiah ( NRI , Living in Nigeria , Africa )

Soft Spoken Down to Earth & Humble Person from Chennai .

Associated with WM Since 2015 .

✅Experience of Working With Mr.Chidambaresh :

1.Chidambaresh works in Nigeria with Pepsi and his family lives in Chennai .
2.Sometimes we realise we dont manage money we manage investors behaviour !

?Challenge on Working with Chidambaresh was the Mindset .
1.Loans Was an Easy Affair .
2.Most of the income was going to pay loans.
3.Never had a Mindset to create a backup.
4.That’s exactly our team stepped in to create a mindset of the importance of creating a backup & Covid Times gave confidence that back up is important.

?Positive Side on Working with Chidambaresh :
1.Today we have started to close on debts & started to create a corpus for kids education & retirement fund.
2.Best part is to see the behaviour changing on closing debts that’s an achievement for the WM team.
3.We have never met Chidambaresh & Sasi but all communications & transactions happen digitally.

?Best Part :

We look to making family debt-free and double his portfolio in the next 2-3 years

Customer Service Team.?
?
+91-93979-98765
+91-99853-98765

[email protected]?

? Digital Fintech Specialising in :
✅ Financial Analysis.
✅ Wealth Analysis.
✅ Succession Planning.

#wealthmunshi#staydigital#digitalfintech

Disclaimer :

This Video is based on the Experience of the Speaker with our team.

The content of this video is based upon research & studies on real-life story , web articles & other news of the Speaker.

We don’t claim to guarantee that the information we have gathered & providing you is 100% accurate.

financial goals investments income tax insurance

source