Financial Wellness
Financial Counselling – 1:1
Overview › Duration 45 minutes What’s included › Concerns and clarity on existing investments Expense and debt management Tax saving ideas Education, if any on investment products Simple ideas around goal setting What’s not included › Sale of Investment /...
Rs. 1,800
Rs. 1,500
FINSAFE-001
Financial Wellness
Overview › Duration 45 minutes What’s included › Concerns and clarity on existing investments Expense and debt management Tax saving ideas Education,...
Finsafe Stock Portfolio Review – 1:1
Overview › Duration 45 minutes What’s included › Review of current holdings – what to keep, what to exit Brainstorming new stock ideas Delivery-based investment ideas suited to your profile Done at Further Cost: Fee-based Advisory Services for curated stock...
Rs. 1,800
Rs. 1,500
FINSAFE-003
Financial Wellness
Overview › Duration 45 minutes What’s included › Review of current holdings – what to keep, what to exit Brainstorming new stock...
Finsafe Investment Portfolio Review – 1:1
Overview › Duration 45 minutes What’s included › Comprehensive review of all mutual fund schemes (detailed analysis) Overview of performance across other investments such as FDs, bonds, insurance policies, and gold A performance report on mutual fund schemes What’s not...
Rs. 6,700
FINSAFE-004
Financial Wellness
Overview › Duration 45 minutes What’s included › Comprehensive review of all mutual fund schemes (detailed analysis) Overview of performance across other...
Finsafe Debt Counselling – 1:1
Overview › Duration 45 minutes What’s included › Understanding and assessing your current debt situation Expert advice on managing multiple debts Strategies to rebalance or realign high-cost debt Solutions to close existing debts Steps to improve credit health and score...
Rs. 1,800
Rs. 1,500
FINSAFE-002
Financial Wellness
Overview › Duration 45 minutes What’s included › Understanding and assessing your current debt situation Expert advice on managing multiple debts Strategies...
Finsafe Insurance Counselling – 1:1
Overview › Duration 45 minutes What’s included › Concerns and clarity on existing investments Expense and debt management Tax saving ideas Education, if any, on investment products Simple ideas around goal setting What’s not included › Sale of investment /...
Rs. 1,800
Rs. 1,500
FINSAFE-005
Financial Wellness
Overview › Duration 45 minutes What’s included › Concerns and clarity on existing investments Expense and debt management Tax saving ideas Education,...