Finance Management

WHAT TO EXPECT FROM THE SERVICE

• Health and term life insurance

• Liquid emergency fund

• Appreciating and depreciating assets

• Liquid and illiquid assets

• Equity/shares and debt/bonds

• Tax optimization

• Impact of macroeconomics on personal finance

• Diversification of asset classes

• Asset allocation for risk management

• Present and future value of money

• Power of compounding (the 8th wonder)

• Inflation and its effects (a hidden tax)

• Utilizing loans prudently

• Retirement planning

WHO CAN BENEFIT FROM THIS SERVICE

This service can benefit any student or work professional or self-employed who is planning to manage their personal finance more smartly and prudently.

WHY DO YOU NEED TO FILL OUT THE GOOGLE FORM

As the financial management of an individual is more "personal", collecting certain basic information is crucial to guide you more effectively and serve the purpose of better managing your personal finance. 

HOW TO SCHEDULE THE MEETING 

Schedule the session by clicking the Book Now button below. You can try out a one-time 30-minute free session and then choose to book a paid service at ₹999 (from India) or €24,99 (from the rest of the world) per hour. Details of the payment channels are provided in the google form. Share a copy of the payment execution screenshot to any of the contact details provided.

DISCOUNT: Book a pack of 5 hours at 5% off or 10 hours at 10% off.

WHERE IS THE MEETING HELD

The meeting will be held via Zoom platform. The Zoom meeting link will be shared with the email address provided after the meeting is scheduled in Book Now (using Calendly).

WHEN TO SCHEDULE THE MEETING

The meeting can be scheduled anytime during the week based on the availability seen in Calendly (via Book Now). 

TERMS AND CONDITIONS

• Bookings: You can book a session up to one month in advance.

• Payments: All payments are accepted only through the banking channels provided in the google form.

• Data privacy: The information collected is secured and kept highly confidential.

• Refund policy: The money transferred as a service fee is non-refundable.

• Service validity: If in case of an unforeseen event you can re-schedule the session up to three months from the payment date.