Services
Package . 3 products
Personal Finance Planning
Financial planning
Video Meeting
1
1:1 Consultation
Video Meeting
1
Tax planning
Video Meeting
1
Video meeting . 50 mins
Video meeting . 15 mins
Video meeting . 50 mins
Video meeting . 30 mins
Video meeting . 30 mins
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.