Services
Personalized Finance Consultation
It’s the 21st Century, and things have changed. Once upon a time you needed to walk into a Wealth Management office and sit face to face with a financial advisor to get financial advice and help. But now Technology has changed that forever!
We provide Personalized Online finance Consultation services for an hourly or project financial plan rate. Through GoTo Meetings, email, and phone consultations we help people all over the India by defining the things in life which take both money and planning to achieve, then design a financial plan to help them achieve everything within reach of their finances.
Our Online Personalized Financial Services are right for you If you have questions like:
- When can I retire? Should I wait a year longer?
- How to make a perfect Retirement Plan?
- How much money should I be saving?
- How to start investing in Stock Market?
- What are the Passive Income sources, How one can make a passive Income?
- How will I get a retirement paycheck from my investments?
- and on and on . . .
The best online financial advisor will create a plan for you without the conflicts of brokerage commissions, perks, or other benefits. We strive to be that advisor by having one and ONLY ONE agenda: to help you achieve the things in life that require both money and planning!
Here’s how our online Personalized Finance Session services work:
- Buy the service and we’ll contact you by WhatsApp or email and send our hourly engagement agreement.
- We’ll schedule your hourly financial consultation according to the slots available and confirm with you through WhatsApp.
- At your scheduled planning meeting we’ll send a link to join us on Go To Meeting! It’s that simple
We’ll mold and tweak and shape your financial plan online, using every bit of our skill and experience to show you how to accomplish your financial goals.
