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Financial Counselling – 1:1
Finsafe
FINSAFE-001
In stock
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 / Insurance products
- Tips or scheme / stock recommendation
- Creation of Financial Plan
- PMS, Advisory services, broking services, financial paperwork etc