Name: Sunil Vashishtha
Age: 47
Profession: manager at a technology company
Name: Shalini Vashishtha
Age: 44
Profession: associate professor
City: Bengaluru
Financial Planner: Rohit Shah, founder and chief executive officer, Getting You Rich
The Vashishthas were financially comfortable. The family earned well and had planned for the higher education of their two children: son Jai (17) and daughter Tanisha (9). Despite a money box being present, Sunil wasn’t convinced of his money management decisions. When he came to know of his close friend’s financial planner Rohit Shah, he got in touch for professional advice.
