‘I now understand financial products better, and can even spot misselling’

It all started with blogs. UAE-based Sandip Shimpi knew that he could do better with his money. “I had been working for some 15 years and I realized I wasn’t reaching anywhere even though I was earning enough,” said Sandip. To know how he could change this, he started reading some blogs. “I liked what Melvin (Joseph, financial planner) was saying. I thought if this man is giving such good advice for free, what will it be like if I paid a fee,” recollected Sandip. The 37-year-old also felt that he needed expert advice for his investments. “Just the way my employer depends on my technical expertise, I also needed advice from an expert.”

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