22:T416,

Let me help you sort your financial health and help you improve your relationship with money. My journey with money management started way back in 2013 from when I have been managing my extended family's investments.

With this call, we can understand your current financial situation and what help you require from me.

→ Your portfolio isn't aligned with your goals.

→ You’re earning, but unsure how to manage it.

→ There are no periodic reviews of your portfolio.

→ You’re dissatisfied with your financial situation.

→ You don't know if an investment was good or bad.

→ Your current advisor is a Bank Relationship Manager.

→ You aren't practicing diversification but deworsification.

23:T48f,

The price of this consultation call is kept at bare minimum to ensure only serious people book it. Idea is not to generate revenue but to truly help serious individuals about their finances.

The consultation call is priced low to ensure only serious individuals book it. The goal is to help you with your finances, not to generate revenue.

During the session, I'll address all your financial planning queries and provide insights on how to improve your plan.

We will cover:

Existing Financial Plan
Planned Financial Goals
Existing Insurance Policies (Life & Health)
Existing Emergency Fund
Individual Tax Planning
Asset Allocation Ideas

We will not cover:

Reviewing your existing investment portfolio
Recommending investment schemes
Recommending portfolio rebalancing

Once the call is booked, you'll receive a "Data Collection Sheet." Please have it ready for the call.

Note: If we need to reschedule the call, you will receive a full refund, and the consultation will be free.

Rahul Ramchandani

Priority DM