Services

Package . 3 products

Personal Finance Planning

Financial planning
Video Meeting
1
1:1 Consultation
Video Meeting
1
Tax planning
Video Meeting
1
3,0003,700
Best Deal
Video meeting . 50 mins
1,8002,300
Video meeting . 15 mins
FREE
Video meeting . 50 mins
1,800
Popular
Video meeting . 30 mins
1,000
Video meeting . 30 mins
800

About me

By day, I'm a dedicated Financial Coach, passionate about empowering individuals and families to achieve their financial goals. But when I'm not crunching numbers or creating personalized financial plans, you can find me: * Binge-watching the latest series (guilty pleasure!) * Tuning in to insightful podcasts (always learning!) * Hitting the open road, driving (freedom!) I have been in financial planning via the Insurance & Mutual funds business for the last 7 years(since 2017), handling over 20 Cr in Asset Under Management & having served multiple customers globally including Germany, Netherlands and London (Associated with the leading Insurance & Mutual Fund providers) What makes us stand out from the competition is that we first understand the Financial Needs, Desires & Problems or Financial Life goals of our customers & Businesses. Together we move ahead to achieve them in a structured & planned manner one step at a time.