What I Offer

My personal finance management services are designed to empower individuals with the knowledge and tools needed to take control of their financial future. I focus on education, awareness, and personalized guidance in the following areas:

✅ Understanding Stock Market Fundamentals – Learn how the stock market works, key concepts, and how to get started with long-term investing.

✅ Mutual Fund Fundamentals – Gain clarity on different types of mutual funds, how they work, and how to choose the right ones for your goals.

✅ Variety of Debt Instruments – Explore fixed-income options like Bonds, PPF, FD, NPS, and others, with a focus on balancing risk and return.

✅ Health Insurance Guidance - Get assistance in selecting the right health insurance policy that suits your family’s medical and financial needs.

✅ Term Insurance Selection - Learn how to identify the ideal term insurance plan based on your financial goals and responsibilities.

✅ Monthly Finance Management - Receive support in budgeting, tracking expenses, and building healthy financial habits for long-term stability.

✅ Portfolio Diversification - Understand the importance of spreading investments across asset classes to manage risk and optimize returns.

✅ Live Guidance to Start Your Market Investment - One-on-one support to help you confidently take your first steps in market investments.

✅ Basics of Tax Planning - Learn legal ways to optimize your tax liability through planned investments and deductions under current tax laws.

What I Do Not Offer

To maintain transparency and integrity in my services, I do not offer the following.

❌ Stock Tips or Stock Picking – I do not suggest specific stocks to buy or sell.

❌ Trading Services – No intraday or short-term trading strategies are provided.

❌ Tax Filing or GST Clearance – I do not provide CA services, tax return filing, or GST-related compliance support.

HOW IT IS DONE