Video meeting . 35 mins
5

Deep Dive into your Finances & Goals

Detailed discussion about your current and future goals
$8$11
Popular
Video meeting . 40 mins

Retirement Planning

Build a personalized retirement plan
$11
Video meeting . 10 mins

Discovery Call

An Introduction: How I Can Help you?
$3$4
Video meeting . 15 mins
5

Mutual Funds Review

Review current funds
$5$7
Video meeting . 50 mins

Couple Financial Planning

Build clarity, trust, and plan financial success—together
$11$13
Package . 2 products

Retirement Planning Package

Consultation + Follow-up Session
Retirement Planning
Video Meeting
1
Follow Up Session
Video Meeting
1
$16
Best Deal
Video meeting . 20 mins
5

Review your Finances- 1:1

Review on your current finances
$6$8
Priority DM . 2 days reply

Ask me anything

$1
Popular

Ratings and feedback

4.7/5
14 ratings
11
Testimonials
5/5
The finance session was incredibly valuable—insightful, well-structured, and delivered with such clarity that it not only deepened my understanding but also left me genuinely inspired and more confident in applying financial strategies.
M Vignesh
19th Jul, 2025
5/5
It was a great connect with all essential information covered and most appreciated part is Vinitha listened patiently about the current investment and future ideas and then clearly explained the required modification and SIP plans to start and how to diversify the investments and deploy the capital in right platforms
Bharani Dharan
25th May, 2025
5/5
I had a 1:1 Financial Planning with Vinita and she was super helpful. She guided and advised me with my fund allocation. She gave me advice on how to diversify my investments and make it more retirement beneficial. She is amazing and would definitely recommend her.
Princy D’Souza
9th Jul, 2025

About me

>An AMFI registered Mutual Fund Advisor, sharing educational content on personal finance and investing via social media. >Advising people to compound their money, insurance advisor and financial planner. >Also working in the corporate as a Customer Success Manager, helping students and people in their career journey.

Terms | Privacy