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Women Counselling

Finsafe - Financial Counselling
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Women Counselling

Aisha Thapliyal

NISM VA
Investment Expert
5 years experience
Chandigarh

Shaina Gulati

CFP
Investment Expert
15 years experience
Chandigarh

Janaki Soman

CFP, LLB
Investment Expert
20 years experience
Pune

Shyamali Basu

MBA Finance, NISM PMS and MF
Investment Expert
30 years experience
Mumbai

Roopa Venkatkrishnan

Investment Expert
30 years experience
Mumbai

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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