Second opinion from financial planner made decision-making easier

Knowing which direction to take can make the journey easier. And directions was what Ganesh Suryanarayanan and Saru Tumuluri were seeking for their personal finances. “We wanted a comprehensive view of our finances, and a structured way of achieving goals,” said Ganesh. While the couple tried what banks had to offer and even a few financial planners, the initial enthusiasm would wane if they didn’t invest in the products that were offered. “I wanted someone who was not affiliated to any other institution or had an ulterior aim. The advice had to be independent of everything else,” he said. Ganesh also followed a DIY website, but while the advice was good, he didn’t have the time to do everything on his own. “I didn’t have the time, and it’s not my core competency,” said Ganesh. 

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