Kindly Note: This is not for Financial Advisors.
"Money speaks only one language. If you save me today, I will save you tomorrow"
Below are areas which we will focus in this journey
1 One to One Coaching with Junior Financial Expert
Analysis of Existing Assets and Liabilities
Prioritization of Financial Goals
Goal-Based Investment Planning
Detailed Investment Plan
Investment in Mutual Fund
Review & Recommendation on Existing Life Insurance Products
Review & Recommendation on Existing Health Insurance Products
Insurance Adequacy Assessment
Bonus 1: Budgeting Tool
Bonus 2: Networth Calculator