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Digital Product
5

Your Personalized Retirement Planner - Mastersheet

Entire Retirement Plan in One Sheet
125199
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Digital Product

YOUR PERSONALISED MUTUAL FUND PORTFOLIO REVIEW

Professional review of your existing mutual fund investments
4,9997,999
Best Seller
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Video meeting . 45 mins
5

PERSONALISED FINANCIAL "DISCOVERY" CALL

Get complete clarity with future actionable steps
795995
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About me

Mission: "To demystify and simplify the wealth creation process thus attaining financial prosperity and abundance in life" As a personal wealth manager, I'm passionate about empowering Professionals & NRIs achieve "Crorepati" status faster with minimal risk. Me being an NRI for three decades, I understand investment and taxation nuances required by an NRI and specializes in providing NRI Investment services for investing in India and USA. Through personalized guidance and proven strategies, I equip my clients to take control of their finances, maximize their savings, and unlock the path to sustainable wealth. With a deep understanding of the unique challenges faced by salaried professionals, I've developed a comprehensive approach that addresses: ✔Budgeting, ✔Emergency funding, ✔Investment planning, ✔Tax optimization, ✔Retirement planning, ✔ Kid's Education planning ✔and other long-term financial goals. If you're a working professional seeking to become a "Crorepati" sooner rather than later, I invite you to connect with me and embark on an empowering financial transformation. 📌Booking link on bio.