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Financial Counselling Financial Counselling

R Adarsh Krishna

Overview
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4 Years Experience
Practicing Experience
Associate Financial Planner, Certified Chartered Wealth Manager, NISM SEBI registered Distributor, NISM SEBI registered PMS Distributor, NISM SEBI registered Equity and Derivatives Dealer. B Com in Finance and Accounts.
Certifications
Service
Investment Expert
English
Preferred Languages

Booking

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Monday

02:00 pm - 02:45 pm 1 slots available

Monday

02:45 pm - 03:30 pm 1 slots available

Monday

03:30 pm - 04:15 pm 1 slots available

Monday

04:15 pm - 05:00 pm 1 slots available

Monday

05:00 pm - 05:45 pm 1 slots available

Tuesday

02:00 pm - 02:45 pm 1 slots available

Tuesday

02:45 pm - 03:30 pm 1 slots available

Tuesday

03:30 pm - 04:15 pm 1 slots available

Tuesday

04:15 pm - 05:00 pm 1 slots available

Tuesday

05:00 pm - 05:45 pm 1 slots available

Wednesday

02:00 pm - 02:45 pm 1 slots available

Wednesday

02:45 pm - 03:30 pm 1 slots available

Wednesday

03:30 pm - 04:15 pm 1 slots available

Wednesday

04:15 pm - 05:00 pm 1 slots available

Wednesday

05:00 pm - 05:45 pm 1 slots available

Thursday

02:00 pm - 02:45 pm 1 slots available

Thursday

02:45 pm - 03:30 pm 1 slots available

Thursday

03:30 pm - 04:15 pm 1 slots available

Thursday

04:15 pm - 05:00 pm 1 slots available

Thursday

05:00 pm - 05:45 pm 1 slots available

Friday

02:00 pm - 02:45 pm 1 slots available

Friday

02:45 pm - 03:30 pm 1 slots available

Friday

03:30 pm - 04:15 pm 1 slots available

Friday

04:15 pm - 05:00 pm 1 slots available

Friday

05:00 pm - 05:45 pm 1 slots available

Saturday

02:00 pm - 02:45 pm 1 slots available

Saturday

02:45 pm - 03:30 pm 1 slots available

Saturday

03:30 pm - 04:15 pm 1 slots available

Saturday

04:15 pm - 05:00 pm 1 slots available

Saturday

05:00 pm - 05:45 pm 1 slots available

Guests 1

Guests

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Finsafe is a finance education organization focused on equipping people with strategies to handle their money with focus on goals, growth and safety.
While most of us put in our best efforts towards making money, not many of us know how to make our earnings flourish and fuel our dreams. Financial know-how and intelligent planning is all it takes to transform small savings into big funds.

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Things to come prepared for the counselling meeting

Outline your Income and Expenses
Identify your financial weakness
- Overspending
- High debt
Create a list of priority questions to discuss
- Clearing of debt
- Improving credit score
- Current investment strategy
- Alternate investing options
- Investing vs repaying loans
- Planning for a home
- Early retirement