1:1 Personal Finance & Investment Session

Who is this for?

You've started earning but feel unsure where to put your money. You know SIPs and term insurance exist, but aren't sure where to begin or whether what you're already doing is right. This session cuts through the noise and gives you a clear, personalised direction.

What we'll cover

1. SIP strategy — how much, where, and in which funds
2. Term life & health insurance — what you actually need (and what to skip)
3. Asset allocation suited to your age, income & risk appetite
4. Tax-saving investments (ELSS, PPF, NPS) — are you using them right?
5. Your specific questions — no generic advice, no product pitches

What you'll leave with

A clear, actionable financial plan tailored to your situation — not a template, not a sales pitch. You'll walk away knowing exactly what to do next with your money.

How it works

Book the session, answer the short pre-call question about your current financial situation, and come with your questions. Sessions are 30–45 minutes via audio/ video call.