Name: Shirish Athalye
Gender: Male
Age: 45
Marital Status: Married
Occupation: Senior-most Field Marketing Manager (FMM) at Dell EMC
Assistance For: Reviewing Family’s Financial Goals
The Investor Assistance Program at Sparrow’s Sprout conducted various activities to assist Mr. Shirish Athalye review his Family’s Financial Goals.
Here’s how each activity helped and had a significant impact on Mr. Shirish:
The Cash Surplus Activity provided a comprehensive analysis of Mr. Shirish Athalye’s finances to identify areas of surplus savings. This analysis helped him understand his cash flow and identify opportunities for optimizing his resources. By analyzing his cash surplus, Mr. Shirish gained insights on how to allocate his surplus funds effectively towards his financial goals.
Then our Risk Appetite Tracker assessed Mr. Shirish’s risk appetite, considering factors such as his financial situation, goals, and personal preferences. This activity helped him understand his comfort level when it comes to taking financial risks. By gauging his risk appetite, Mr. Shirish could make informed decisions about investment strategies and asset allocation to align with his risk tolerance.
By conducting a Risk Exposure Analysis, we thoroughly assessed Mr. Shirish Athalye’s life risks, including those related to his current life insurance and mediclaim coverage. This activity provided him with valuable insights into potential vulnerabilities and allowed us to recommend appropriate measures to mitigate risks and ensure comprehensive coverage for his and his family’s future well-being.
For Mapping Retirement Goals, we worked closely with Mr. Shirish to map out his family’s retirement goals. This activity involved evaluating his desired retirement lifestyle, estimating the required corpus, and designing a comprehensive plan to achieve those goals. By mapping his retirement goals, Mr. Shirish gained clarity on the necessary steps and strategies to secure a comfortable retirement for his family.
Feedback:
“The Investor Assistance Program provided an invaluable service. I appreciated their unbiased approach and sole focus on educating individuals to manage their finances and secure their financial future. Working with them was refreshing, and I now have a clear understanding of my family’s goals and the steps needed to achieve them. I highly recommend their program for unbiased financial assistance.” – Shirish Athalye
This session was conducted by Sparrow’s Sprout as part of the Investor Assistance Program.
For similar assistance, please contact us at 7400057664 or email us at contact@sparrowsprout.in
