How this Bengaluru family transformed its finances

Published by Mint20 March 2024

Mint describes how a Bengaluru couple, both IT professionals, began working with fee-only SEBI Registered Investment Adviser Abhishek Kumar in 2019. It covers their emergency fund, their health, term and accident cover, and a shift from real estate and insurance-linked plans to a balanced mix of equity and debt funds.

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How this Bengaluru family transformed its finances

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