Financial Planning – 3 Session Package ⭐ with Dr. Vishal W. Wagh

Dr. Vishal Wagh

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Financial Planning – 3 Session Package ⭐

Research & Academic Mentor

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$50
180 mins
Video Meeting

About this session

Session 1

Financial Goals & Risk Profile

Session 2

Investment & Mutual Fund Portfolio Review

Session 3

SIP / Investment Strategy & Action Plan

A structured three-session financial planning journey designed for individuals and families looking for disciplined, goal-oriented long-term investment planning.