Financial Wellness Assessment

Baby steps: This assessment best suits if you are starting with the financial Plan journey. If you are confused whether to take up Financial Planning or you want to understand your current Financial score.
Financial wellness is among the prominent planning’s of your future. It will lay the path for your financial security and decides what kind of life-style you employ for yourselves.
In this “Live one-hour Financial wellness assessment programme” , you shall virtually meet our decennary enriched Financial Advisor on a Zoom call to clarify all your doubts and arrive at a wellness assessment whether to take up a Financial planning or not.

Programme Inclusions;

  • Live One-Hour Financial Assessment Programme
  • Clarify all-you-can doubts session
  • Cash-flow analysis
  • Highlighting of the current mistakes
  • Direction for going forward
Rs.2000/- Per One-Hour Live Zoom Session with Suhas Shetiya