Financial Planning Session with Nishant Gawande

One-Time Financial Planning Strategy Consultation

This is a 60-minute financial planning consultation designed to help you get greater clarity on your current financial position and the way forward.

Before the meeting, I will share a structured financial planning data sheet with you to capture details.

I will review the information shared by you in advance and prepare for a focused discussion around your specific requirements.

During the session, we will discuss your overall financial strategy, including areas such as asset allocation, investment structure, cash-flow planning, retirement planning and portfolio-level observations, wherever relevant to your situation.

Please note: This is a one-time strategy and consultation session only. It does not include investment execution, ongoing portfolio management or implementation support.

To maintain regulatory and compliance requirements, no specific product-level investment recommendations or product-based advice will be provided during this consultation. The discussion will remain focused on financial planning, strategy, framework and possible courses of action.

The objective is that you leave the session with a clearer understanding of your financial situation, key priorities and the broad strategy you may consider going forward