Services

Video meeting . 30 mins
FREE
Video meeting . 30 mins
2,000
Video meeting . 30 mins
2,000
Popular
Video meeting . 60 mins
25,000
Video meeting . 30 mins
2,000

About me

Hey there, I am Munish Chauhan, a financial freedom specialist. I am here to help individuals & families for their financial Wellbeing. As of today, I manage portfolio of around 80 happy families and have guided more than 1000 people on Personal finance by conducting educational sessions. What Started It All Having 18 years of experience in working with multinational banks s to start-up’s, I have interacted, worked, and served people of various levels, competence and interests. One thing that was common across was inadequacy of time and knowledge in managing their finances leading to worry and stress. In addition, the solutions provided to customers were not solution focused but more generic and sales focused. I started dreaming about how it would look to do that full-time, to help people to understand and manage their finances and achieve financial freedom. But I wanted to do it in a way that will put the client first. After leaving the corporate world the first thing I did was to enrolled myself in The College for Financial Planning and started attended classes in evenings and weekends to earn the Certified Financial Planner™ (CFP®) credential. Today I am proud of being part of a community of almost 200,000 CERTIFIED FINANCIAL PLANNER professionals worldwide, with over 2,000 in India! What we Do Today In 2021 we founded Finclu.in and haven’t looked back since! We spend our days helping clients manage their finances irrespective of their social and economic background. We invest time to understand each client’s goals, circumstances, and beliefs and optimize every aspect of their financial lives. We educate, give ideas and help our clients achieve financial independence. I focus on developing long-term relationships based on trust/ care and partner with them in their life’s inevitable transitions. I also help to identify different kinds of financial risks involved in one’s life, mitigating them in the best possible way & rebalancing the financial assets with life stages. We offer various services: •Financial Risk management •Investments ( India & Global Market) •Retirement Readiness ( NPS & Annuity ) •Estate Planning ( Will writing ) •Tax Planning ( Income tax) •NRI Investments •Old Investment Retrievals Can we Help You Or Someone You Know? When money realizes that it is in good hands, it wants to stay and multiply in those hands. We are always hands-on in terms of trying to understand the real-life impact of financial decisions and give quality assurance that can help you navigate your financial life.