Services
Package . 3 products
Combo Financial Plan
Financial Plan
Video Meeting
1
Introductory Session
Video Meeting
1
Doubt Clearing Session
Video Meeting
1
Video meeting . 60 mins
Financial Plan
Explaining the Financial Plan
Video meeting . 45 mins
Doubt Clearing Session
Understanding and Learning Financial Concepts
Video meeting . 45 mins
Introductory Session
Understanding your financial requirements and commitments
Package . 2 products
Personalised Financial Plan
Understanding and Curating your Financial Plan
Introductory Session
Video Meeting
1
Financial Plan
Video Meeting
1
About me
Hi! I'm Shweta, trying to give you the most value for your time. I'm here to help you with your financial plans and secure your future for you. I look forward to understanding your needs and financial goals. I’m here to help you navigate the complexities of managing your wealth, whether it’s buying your dream home, saving for your child's education, or preparing for a comfortable retirement. Together, we’ll create a customized plan that aligns with your unique aspirations and values.
PS: Please feel free to contact me at shweta.prabhu325@gmail.com if you encounter any difficulties in scheduling a call. We can collaborate to find a suitable time that accommodates both our schedules.