Financial Services with Viral Shah

The price of this consultation call is kept at a bare minimum to ensure only serious people book it. The idea is not to generate revenue but to truly help serious individuals with their finances.

In this session, I help you closely to plan your finances, set financial goals, and strategies to achieve them.

We will be discussing the following aspects:

1. Helping to create Financial Goals
2. Brief on Insurance Policies (Life & Health)
3. Explain the Emergency corpus
4. Ideas on Asset Allocation
5. Selection of Mutual Funds
6. Review of your current Mutual Fund investment

We will not be discussing the following aspects:

1. Review of your stock investment portfolio

If you have a query with the financial plan or Google Sheets, which I share after the call, you can ask me anytime on WhatsApp/Email, and I will be happy to help!

Please fill out the Google Form, as I will require basic details before going on a call! It would be compulsory before going on a call!

Link: https://forms.gle/zSrH8Tqqya2ga2jK6