Services

Video meeting . 30 mins

Estate Planning

Diversification of the portfolio and strategies
$0$100
Video meeting . 30 mins

Basics of finances - legacy planning

Diversification of the portfolio and strategies
$0$100
Video meeting . 45 mins
$55
Popular
Video meeting . 60 mins

Financial planning

Diversification of the portfolio and strategies
$75$90
Video meeting . 30 mins

Basics of finances - Retirement planning

Diversification of the portfolio and strategies
$0$100
Video meeting . 15 mins

Discovery Call

Get to know more about the service offerings
FREE
Priority DM . 2 days reply
FREE

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!