Personal Finance - Detailed Review 💵

Raj Patel

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Personal Finance - Detailed Review 💵
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3,9994,999
45 mins

[This is something I am really passionate about, and not doing this to earn money]


In this call, we’ll take a closer look at your finances and explore detailed recommendations based on my experience in money management. I’ve conducted similar sessions within my close circle and discovered numerous quick wins that can help many people on their journey to build wealth.


What will we cover?

  1. Discuss your current finances (be ready to share ball-park numbers - this is a practical and personalized session to help you get better at managing your finances)
  2. Actionable Recommendations to tweak whatever is required in the current approach. We will tap into everything—emergency funds, FDs, Mutual funds, Stocks, Loans, Crypto, etc.
  3. You will also get the recording of the session to ensure you don't have to keep taking notes and always revisit all the points that we discuss and the reasoning behind it.


Why is the cost so high?

  1. Is it? For most folks, this session will yield a lot more returns than you invest in this.
  2. I am not doing this for money but out of my passion for sharing my learnings.


Why should you not book?

  1. If you're not open to sharing rough numbers of your current finances.
  2. If you're looking for some silver bullet to make you rich tomorrow.
  3. If you think you're already planning your finances very well (Actually, you should - we can compare notes and still become close connections to continue sharing our learnings with each other)


Disclaimer: I am not a SEBI registered financial advisor. The views are my own and learnt from my journey of managing my finance (along with supporting friends and family)

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