Financial planning Introductory Session

Dwipa Shah

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Financial planning Introductory Session
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06,000
30 mins

Which Health Insurance should I opt for ? Is my Life Insurance cover sufficient? What should be my retirement corpus? How can I build it?

Gold /Silver /Shares or Real Estate. Which asset should I bet on? What will be the post tax and inflation implications?

If such questions are confusing you get ready to turn aspirations into a clear financial roadmap. I combine 20+ years of financial-services experience with a practical, compassionate approach to build plans that work for your life.

In one personalized session we will:

• Define your top financial goals

• Build a customized strategy around your assets & risks

• Improve wealth management and tax-aware investing

• Prepare you for life changes with confidence

Schedule your session today — let’s make your money work for the life you want.