However, my real story started when I came in contact with Jago Investor team. I contacted them first in October 2014 by searching on net.
Their financial health check up is a systematic approach to know where we stand today...After thoroughly going through all my so-called investments, they made many changes, made me stop bank FDs, old SIPs, Insurance policies & what not...and they devised a new financial plan for me.
My financial health check was an expected eye opener.
Eventually after a lot of calls and discussions when my first SIP was set up - i was further relieved. Now every month - I feel as eager to see my SIP deducted from my account, as much as I await my salary 🙂
They held my hand through the entire process, explaining each and every small detail, helping me creating goals, told me what I was doing wrong (made me sell the ULIP - that was a difficult frog to swallow ! ) and designed my investment plan.
I started out ambitiously, moving nearly 40% of my income into SIP's.
I've been doing it for a lot tole more than a year now, and it's been fabulous. In a year when the markets haven't moved much, we managed a decent growth of nearly 20 %
And even though my investments were not going to be that substantial, I did not see any discrimination in handling of my portfolio by the team.
Lastly I would like to say that the Jago Investor team is always available to you. I really appreciate their prompt responses in any given scenario.