Financial planning - 6Months package

Sessions 1, 2 and 3 will be conducted in month 1, within a week or two based on availabilities. Thereafter, one session a month will be held until month 6 to have any questions answered and revisit the portfolio (8 total sessions). Each session would be 45mins. Flat fee structure with full payment upfront.

By the end of sessions 3, you will have cut through the noise surrounding the complex world of investments and equipped yourself comprehensively with the understanding and tools to make decisions completely independently, without my intervention - you now have full control over your financial outcome. Although, I will still be here to help you clear doubts and monitor on a monthly basis for the remaining 5 sessions.

Month 1 will be a series of 3 comprehensive sessions, where I will help you -

1. Identify, define and even strategically reprioritize your short-term and long-term financial goals
2. Analyze your current financial situation and resources in order to understand the best roadmap to achieve your goals
3. Educate you on the universe of investment options currently existing out there, and which of these would be best suited to you (My favourite part of the session as this has been a real eye opener for all my 50+ current active clients)
4. Identify the relevant investment asset classes and their best suited risk-adjusted composition based on goals outlined.
5. Combining everything learned so far to make the right financial choices and control the outcome - your Eureka moment!

Congratulations! At this stage in our journey together, you've positioned yourself among the top 10% of financially literate individuals who excel in financial planning.

Note : i am not a SEBI registered investment advisor and any views expressed during all my sessions are based on my professional, personal knowledge and research. Any decision you make regarding your financial matters is at your own risk.