I was investing based on returns, rather than goals: Akshay Mendole3 min read . Updated: 23 Apr 2018, 06:42 AM IST
Akshay Mendole used to invest wherever he found the returns attractive. But with a financial plan in place, goals take precedence over returns
Akshay Mendole was not looking for a financial adviser. In fact, it was his sister who asked him to go and meet a person whom she wanted to be her financial consultant. Mendole, who was an ad hoc investor himself at that point, was so impressed by the concepts that the adviser explained that he decided to get his own financial plan made too. That is how Mendole met Swapnil Kendhe, who is based in Nagpur and has been Mendole’s financial adviser for about 6 months.
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