Personal Finance 101 with Suresh Paulrajan

Disclaimer : I am not a SEBI Registered Investment advisor or IRDAI approved Insurance agent. My service is to help you understand your existing Insurance policies / ULIPs, and guide you in way which would benefit you. I may recommend certain services or products, but do not have any direct benefit from any other organisations.

What you'll get from this service ?

1. Quick discussion of your current financial situation.
2. Expenses Tracking.
3. Goals Identification .
4. Networth rough estimate.
5. Retirement calculator.
6. Goal based investment.

Note - This 60 minute session could cover only 10 minutes on each concept, so it'll probably be just an understanding of what you have to do, rather than ending the session with a 100% effective action plan.

Based on need, further sessions can be booked