Services

FINANCIAL COACHING

This is an opportunity to work on yourself and your finances with the help of a coach or a mentor. It only strengthens your relationship with money but also gives you an opportunity to map out your finances. The purpose of coaching is to help you understand the ground rules of personal finance so that you get in control of your finances.

BENEFITS
  • Financial Planning
  • Bonus materials and learning
  • Cleaning your financial mess

FINANCIAL PLANNING

Financial planning is a service where we chalk out a road map for your financial life. We study your current financial life and based on that we suggest how you should plan for your financial goals and save money for it. This exercise is more of data driven process. The financial plan is delivered within 14 working days.

BENEFITS
  • Asset Allocation Model
  • Training