Name: Devendra Katiyar
Age: 48
Profession: senior safety management executive with an energy company
Name: Laxmi Sachan
Age: 44
Profession: homemaker
City: Gurgaon
Financial planner: Amit Kukreja, Sebi-registered financial adviser and founder, WealthBeing Advisors
Gurgaon-based Laxmi Sachan and Devendra Katiyar had more questions than answers. They had some notion of the overall structure for their long-term finances in mind, but needed concrete parts to come together to form a solid structure. “I wanted advice. You know that you have the future in front of you, but how do you prepare for it?” said Devendra.
They found the answer with the help professional advice.
