Personal Finance Assessment
₹2,500.00
We're here to help you understand your money and how to achieve financial freedom.
We can talk for 2 hours about your money situation and find the best ways to solve problems or reach your financial goals.
The money situations we can cover include, but are not limited to:
1. Learning how to achieve financial freedom.
2. Figuring out your life goals, when you want to achieve them, and how much money you'll need.
3. Setting up a Mutual Fund account, choosing which funds to invest in, and how much to invest.
4. Planning for retirement, determining how much money will be enough, and deciding when it's the right time to retire.
5. Deciding whether to buy a house with a loan or rent. If deciding to buy, we can discuss important considerations.
6. Calculating your monthly budget surplus or deficit after paying bills.
7. Estimating the right amount of insurance needed and what to consider before getting Life or Health insurance.
8. How to keep all the financial information organized.
9. Any other money-related topics you want to discuss, and more.
9. Any other money-related topics you want to discuss, and more.
