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Financial Counselling Financial Counselling

R Devarajan

Bengaluru

Overview
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15 years
Practicing Experience
NISM SEBI registered Distributor, NISM SEBI registered PMS Distributor. MBA in finance.
Certifications
English
Preferred Languages

Booking

Time Slots

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Monday

03:00 pm - 03:45 pm 1 slots available

Monday

03:45 pm - 04:30 pm 1 slots available

Tuesday

03:00 pm - 03:45 pm 1 slots available

Tuesday

03:45 pm - 04:30 pm 1 slots available

Wednesday

03:00 pm - 03:45 pm 1 slots available

Wednesday

03:45 pm - 04:30 pm 1 slots available

Thursday

03:00 pm - 03:45 pm 1 slots available

Thursday

03:45 pm - 04:30 pm 1 slots available

Friday

03:00 pm - 03:45 pm 1 slots available

Friday

03:45 pm - 04:30 pm 1 slots available

Guests 1

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Total Cost Rs. 0

(Rs. 1000 + GST)

Final Cost Rs.

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Opening Hours

Monday 03:00 PM - 05:00 PM
Tuesday 03:00 PM - 05:00 PM
Wednesday 03:00 PM - 05:00 PM
Thursday 03:00 PM - 05:00 PM
Friday 03:00 PM - 05:00 PM
SaturdayClosed
SundayClosed

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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