Investment Planning with Mohit Setiya

Mohit Setiya

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Investment Planning

Personal Finance Mentor

1 rating and 1 booking across all services

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₹5,999₹7,499
60 mins
Video Meeting

About this session

Here you tell me your earnings and savings, and I'll help you figure out where to invest based on your risk appetite.


How the session progresses:

  1. Compute income and expenses
  2. Evaluate the safety net
  3. Asset and liability restructuring
  4. Risk assessment
  5. Selection of investment instruments based on desired asset allocation