Name: Shanthala T. Medappa
Age: 37
Profession: Yoga acharya, director at Old Mercara
Spouse: Satyajit Medappa
Age: 42
Profession: HR professional, former Ranji trophy player
City: Chennai
Wealth Manager: Sunil Ottur, director, Greenshoots Investment Services
For Shanthala, saving money was never a problem. “I was 30 at the time we got married and (initially) our incomes mostly went into managing our household expenses,” she said. But that didn’t mean there were no savings at all. “There is no family property or investments to bank on. So we were always conscious of saving,” Shanthala added.
But savings alone didn’t satisfy her: “I always wondered if we were saving enough or how much we would need to manage our retirement.” The search for such answers led her to seek professional advice.
