Aneesh: Rahul, thank you for taking the time to share your journey with us. To begin with, could you tell us a bit about yourself and your family?
Rahul: Thank you, Aneesh. I’m an IT professional based in Pune. My wife Priyanka and I recently welcomed twin daughters into our family, which has been an incredible blessing. We’ve always been very serious about our finances, as we want to ensure a secure future for our daughters and ourselves.
Aneesh: That’s wonderful to hear. I remember you visited our office in Kalyan three years ago. What motivated you to travel all the way from Pune to meet us?
Rahul: Yes, we made the trip to Kalyan after hearing great feedback about Team AddOn. I had been exploring investment options and wanted guidance from someone who focuses on creating awareness and provides solutions tailored to individual needs. Your approach to financial education and goal-based investing really resonated with us, which is why we decided to start working with you.
Aneesh: It has been a pleasure working with you and Priyanka. You both started with a good SIP amount. What encouraged you to take that step?
Rahul: Both Priyanka and I believe in disciplined investing, and SIPs are a great way to build wealth over time. Your explanation of how systematic investing aligns with long-term goals helped us take that step with confidence.
Aneesh: In today’s digital age, there are many online platforms for investments. Yet, you chose to work with us. What role has Team AddOn played in your decision-making process, and what difference did it make?
Rahul: That’s a great question. Online platforms may offer convenience, but they often lack personalized insights and clarity about long-term goals. With Team AddOn, the experience has been entirely different. You helped us understand the “why” behind each decision, whether it was related to investments, insurance, or planning. The structured approach and hands-on support we received made a huge difference. Having a dedicated team to guide us during critical times, like my recent accident, reinforced our decision to work with you.
Aneesh: This year, we insisted on creating a detailed goal plan for your family. How has that experience been for you?
Rahul: It was eye-opening! Initially, we thought we had everything covered, but the goal-planning process helped us clearly define our financial objectives, such as funding our daughters’ education, saving for a home upgrade, and ensuring our retirement is secure. It gave us a structured roadmap and the peace of mind that we’re on the right track.
Aneesh: That’s fantastic! You’ve also taken term and health insurance this year, which proved to be a wise decision. Can you share a bit about your experience?
Rahul: Absolutely. You explained the importance of insurance as a foundation for financial stability. Earlier this year, I had an unfortunate accident that required hospitalization, and the health insurance we took on your advice covered a claim of around ₹3.5 lakh. The process was seamless, thanks to your team’s support. It saved us from a major financial strain during a tough time.
Aneesh: I’m glad we could help during that challenging time. You’ve also referred several friends and colleagues to us, which we deeply appreciate. What makes you confident in recommending Team AddOn?
Rahul: The trust and transparency you’ve shown over the years make it easy for me to recommend you. You’re not just suggesting products; you genuinely care about your clients’ well-being. The personalized approach, thorough research, and prompt support we’ve received have been exceptional. My friends and family deserve the same level of care, which is why I’ve happily referred them to you.
Aneesh: Thank you, Rahul. Before we wrap up, do you have any advice for others who are beginning their journey toward financial security?
Rahul: My advice would be to start early and work with a professional team that focuses on creating awareness and offering goal-based solutions. Financial planning isn’t just about investing—it’s about securing your family’s future. Also, ensure you have adequate insurance coverage to handle unexpected situations. Stay disciplined and focused on your goals; it pays off in the long run.
Aneesh: That’s excellent advice, Rahul. On behalf of Team AddOn, I thank you and Priyanka for trusting us to support your journey. We look forward to being part of your success story for years to come.
Rahul: Thank you, Aneesh. We’re truly grateful for your guidance and support.
This interview is a testament to the importance of financial awareness and goal-based planning. If you’re inspired by Rahul and Priyanka’s journey, reach out to Team AddOn to take the first step toward securing your financial future.