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Financial Counselling

Rajiv R Nair

Bengaluru 560094

4.0 (1 review)

Overview
Reviews
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17 years experience
Practicing Experience
CFP
Certifications
Service
Investment Expert

Review (1)

4.0 out of 5.0

Service 4.0

Knowledge 4.0

Satisfaction 4.0

Owner
16/11/2023 at 5:35 AM

Rajiv R Nair
Helpful Review

Booking

Time Slots

No slots for this day

Monday

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

Monday

02:45 pm - 03:15 pm 1 slots available

Monday

03:15 pm - 04:00 pm 1 slots available

Monday

04:00 pm - 04:45 pm 1 slots available

Wednesday

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

Wednesday

02:45 pm - 03:15 pm 1 slots available

Wednesday

03:15 pm - 04:00 pm 1 slots available

Wednesday

04:00 pm - 04:45 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

Guests 1

Guests

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Total Cost Rs. 0

(Rs. 1000 + GST)

Final Cost Rs.

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Now Closed

Opening Hours

Monday 02:00 PM - 05:00 PM
TuesdayClosed
Wednesday 02:00 PM - 05:00 PM
ThursdayClosed
Friday 02:00 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