Early Financial Planning Vital To Achieve Life Goals

Fifty-six-year-old Alok Dixit is a Chhattisgarh-based dermatologist who believes in a holistic approach to skincare. His up-to-date knowledge of modern skincare treatments made him a well-known figure in the region. He and his wife, Richa Dixit, have a daughter, Devika. Alok is a second-generation investor, and his engagement with Prateek Pitalia, one of the leading mutual fund distributors in the area, began after his father’s demise. Pitalia handles the Dixit family’s financial planning. “I had various investment-related dealings with his father. However, after his demise, Alok, the only son, took charge of the family’s financial matters. I am glad our relationship continued with the second generation,” Pitalia says. He explains personal finance is one of the critical aspects of every individual’s life. Hence, the financial advisor’s quality...