Name: Vikram Garga
Age: 44
Profession: global brand director with a multi-national company
Name: Prashanti Garga
Age: 40
Profession: homemaker
City: Mumbai
Financial planner: Deepali Sen, founder partner, Srujan Financial Advisers LLP
Mumbai-based couple Prashanti and Vikram Garga had many things and life goals to take care of and they were not sure if they were doing enough, or even doing the right things.
The block
“One knows that planning is needed for different goals. One also knows the goals and products. But one doesn’t know the suitability of these products for the respective goals,” says Vikram.
They knew the destination, but the path was not clear. “We always knew that we had to save. But we needed clarity on how much, and how to get there,” says Prashanti.
