Rohit Gyanchandani

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.

In this session, I will answer all your queries relating to your financial plan & provide insights how on you can improve your plan.

We will be discussing on following aspects:

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

We will not be discussing on following aspects:

• Review of your existing investment portfolio
• Recommendation of schemes for investment
• Recommendation on rebalancing of existing portfolio

We will be sending a "Data Collection Sheet" once the call is booked.

Keep it ready before the call is scheduled.

Note: In case if the call is rescheduled from our side, we will offer full refund & the consultation will be free.