Financial Advisory

🔍 What’s Included:

This session is a deep-dive into your complete financial picture. Whether you're just starting out, in your peak earning years, or planning for retirement, this session gives you a structured, personalized financial plan tailored to your goals.

✅ We Will Cover:

1. Financial Goal Setting

• Retirement corpus estimation
• Child’s education/marriage planning
• Buying a house, travel, emergency fund targets

2. Income & Expense Planning

• Budgeting and cash flow tracking
• Debt reduction (home loans, credit cards, personal loans)

3. Investment Strategy

• SIPs, Mutual Funds (Equity, Debt, Hybrid)
• Asset allocation based on your risk profile
• Review of current holdings

4. Risk Management

• Life insurance adequacy (term plans only)
• Health insurance evaluation
• Emergency fund size & placement

5. Tax Optimization

• Deductions under 80C, 80D, 80CCD(1B)
• ELSS, PPF, NPS, and other tax-saving investments

6. Retirement Planning

• How much you need, and how to reach it
• Monthly SIP needed to achieve a ₹X retirement fund

📂 What You’ll Get After the Call:

• A PDF Summary of your personalized plan
• Excel template (SIP/goal calculator + net worth tracker)
• List of recommended mutual funds with rationale
• Tax-saving suggestions for the current year
• Ongoing WhatsApp/Email support for 15 days

🎯 Ideal For:

• Salaried professionals (₹6L to ₹50L income)
• Newly married couples
• First-time investors
• Freelancers/Consultants looking for financial discipline
• Parents planning for kids’ future