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Financial Counselling Financial Counselling

Roopa Venkatkrishnan

Mumbai

Overview
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30 years experience
Practicing Experience
Service
Investment Expert
English, Hindi, Tamil
Preferred Languages

Booking

Time Slots

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Wednesday

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

Wednesday

04:45 pm - 05:30 pm 1 slots available

Wednesday

05:30 pm - 06:15 pm 1 slots available

Wednesday

06:15 pm - 07:00 pm 1 slots available

Wednesday

07:00 pm - 07:45 pm 1 slots available

Friday

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

Friday

04:45 pm - 05:30 pm 1 slots available

Friday

05:30 pm - 06:15 pm 1 slots available

Friday

06:15 pm - 07:00 pm 1 slots available

Friday

07:00 pm - 07:45 pm 1 slots available

Guests 1

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Total Cost Rs. 0

(Rs. 1000 + GST)

Final Cost Rs.

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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