Services
Video meeting . 30 mins
Estate Planning
Diversification of the portfolio and strategies
Video meeting . 30 mins
Basics of finances - legacy planning
Diversification of the portfolio and strategies
Video meeting . 45 mins
Video meeting . 60 mins
Financial planning
Diversification of the portfolio and strategies
Video meeting . 30 mins
Basics of finances - Retirement planning
Diversification of the portfolio and strategies
Video meeting . 15 mins
Discovery Call
Get to know more about the service offerings
Priority DM . 2 days reply
About me
Hello! I’m Harshita Patil, a seasoned Data Software Engineer with 7+ years in IT.
I’ve always been passionate about financial empowerment—how to take charge of your financial future, plan for retirement, and leverage tax-advantaged or tax-free strategies to grow and protect your income. Now, I’m here to help working professionals make informed, strategic decisions for long-term financial success.
If this resonates with you, let’s connect!
Money talks, but smart strategies make it sing!