Financial Portfolio management

Monalisa Priyadarshinee

profile
Best Deal
Financial Portfolio management
profile
Package
3Products
1 x Tax saving/planning
Webinar | 30mins per session
1 x Investment Planning
Webinar | 60mins per session
1 x ITR filing
Webinar | 30mins per session

Will craft your customized financial portfolio based on all earnings/savings/investment/insurances/debts by mapping your financial goals (short term and long term).

Will provide the best solution for your unique profile and will revise 1-2 times in a year if required in order to achieve the goal faster.

Bonus: You will be getting all the bonuses from all mentioned plans.

Package validity: 12 months
6,9998,997