1-on-1 Financial Clarity & Strategy Call with Hardik Patel

Zero commission bias. Zero product sales pitches. Just raw, mathematical clarity on your portfolio and wealth roadmap.

What we cover during our 45-minute call:

1. SIP & Mutual Fund Portfolio Audit: Trimming overlapping funds and eliminating hidden regular plan commissions.

2. FIRE Roadmap & Retirement Year: Calculating your exact personal target corpus and safe withdrawal rates.

3. Home Loan Prepayment Strategy: Structuring a prepayment schedule to save lakhs in bank interest.

4. Term & Health Insurance Gap Analysis: Ensuring adequate pure risk cover without expensive endowment/ULIP traps.