Name: Mrs. Rohini Ghone
Gender: Female
Age: 48
Marital Status: Married
Occupation: School teacher
Assistance For: Wealth Creation and Planning Comfortable Retirement
The Investor Assistance Program at Sparrow’s Sprout conducted various activities to assist Mrs. Rohini Ghone in her financial journey.
Here’s how each activity helped her and had a significant impact on Mrs. Ghone:
During our Investor Assistance Program, we conducted a comprehensive analysis of Mrs. Ghone’s cash surplus and monthly expenses with our Cash Surplus Tracker. This analysis revealed areas where she had excess savings, providing her with an opportunity to increase her investments and accelerate wealth creation.
In addition, we utilized a Lifeline process to project Mrs. Ghone’s retirement goals while taking into account her current lifestyle. This process helped her gain a clear understanding of the corpus she would need to maintain her desired standard of living during retirement, without compromising her present comforts. The lifeline provided her with a visual representation of her retirement journey, instilling confidence and clarity in her decision-making.
Furthermore, we mapped out various retirement goal scenarios and provided personalized insights to help Mrs. Ghone identify the necessary steps and savings required to achieve her financial goals. This activity allowed her to align her current financial actions with her long-term retirement goals, ensuring a secure and prosperous future. By making informed choices about her investments and savings, Mrs. Ghone stayed on track to achieve financial security.
Feedback:
“I am incredibly grateful for the assistance provided by Sparrow’s Sprout through their Investor Assistance Program. This program has truly been an eye-opener for me. The personalized guidance and thought-provoking activities have given me the confidence to plan for wealth creation and secure retirement. It’s a rarity to find such dedicated support and genuine care in today’s world. Sparrow’s Sprout has empowered me to take control of my financial future and I couldn’t be happier with the results.” – Rohini Ghone
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
