Comprehensive Financial Planning

Are you worried about making the wrong investment decisions and losing your money? Do you wish there was a simpler, easier way to Plan, Track & invest for your goals automatically?

What is Covered :

1. Goal Planning
2. Income and Expense Cashflow management
3. Insurance Review and planning
4. Direct Mutual Fund Recommendation
5. Fixed assetes review
6. Assigning goals to investments to check the progress
7. Custom login to check your finance planning , valid for 1 year
8. Detailed analysis of your profile

What is Not covered :

1. Stock Portfolio Review
2. Exisiting Mutual fund Review
3. Real Estate Review
4. Crypto currency review
5. RIETS (Optional, depending on property)