Planning Whiz
A 45-year-old entrepreneur from Bengaluru approached Gibin John seeking professional advice to evaluate whether his current investments would be sufficient to meet…
Planning Whiz – April 2026
A private firm employee seeks guidance from Geojit’s Certified Financial Planner, Gibin John, for his retirement planning. He has invested…
Planning whiz – February 2026
A couple approaches Geojit’s Certified Financial Planner, Gibin John, for expert retirement planning guidance. He outlines a clear, practical strategy to estimate…
Planning whiz
A couple with stable incomes approached Geojit’s Certified Financial Planner for expert advice on balancing multiple financial priorities—buying…
Made losses in the market? Here’s how to make them work for you
The primary aim of investing is to generate profits. However, every investment comes with certain risks, and one…
Planning whiz – October 2025
A couple planning to retire in 10 years approached Geojit, seeking expert guidance in planning for their retirement.…
Planning Whiz – September 2025
A young couple is taking meaningful steps toward building long-term financial stability. With a growing investment portfolio, a…
Planning whiz – July 2025
A young dual-income family of software engineers is navigating the complexities of financial planning. With two children and…
Planning Whizz – June 2025
A young couple seeks advice on financial discipline and goal planning, as despite having a monthly surplus, they…
Planning Whiz – May 2025
Geojit’s Senior Investment Analyst, Gibin John, addresses the financial planning challenges faced by a young couple in their…