Avinash Kumar is a 38-year-old male residing in Bangalore, India. He holds a B.Tech degree and has spent most of his career working in the IT industry. Rajesh is approaching retirement and is looking for investment solutions that can help him secure his financial future and generate passive income.
Avinash has limited experience in financial markets and is concerned about making costly investment mistakes. He seeks an investment advisor who can provide him with clear and straightforward investment strategies tailored to his risk tolerance.
Avinash’s primary goal is to generate a stable source of passive income during retirement. He is interested in strategies that focus on wealth preservation while providing consistent returns to support his post-retirement lifestyle.
Rahul is a 32-year-old male based in Mumbai with a background in medicine, holding a MBBS degree. He practices medicine for approximately 5-6 hours a day at multiple locations in the city. His professional life keeps him occupied, and he values efficient investment advice that aligns with his busy schedule.
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