5Popular

Traditional Insurance Policy Review

Are you investing in those toxic insurance policies?
Video Meeting
60 mins
Video Meeting
10,3007,800
5

Ask Us Anything

A Personal Finance Call For Actionable Insights
Video Meeting
90 mins
Video Meeting
20,30012,800

Ratings and feedback

5/5
7 ratings
7
Testimonials
5/5
The session was ideal and it covered all my queries I had regarding personal finance/insurance. I always assumed I knew enough about investments but this session gave me proper clarity on the needs to be prioritised based on the current phase of your life and the reallocation required once a set benchmark has been met. Highly recommended!

About me

co-founder holistic wealth (www.holisticwealth.in) Ethical, Competent & Personalised financial planning 17+ years of experience in capital markets - Arbitrageur, family office, investor awareness programmes, blogging