Financial consulting for your wellbeing

I love creating awareness about pure-term insurance and have taken it as a mission in my life to secure families. I also do early retirement planning for professionals across India and NRIs.

Message Venkat to get genuine term insurance, health insurance, and investment advice. *Paid consulting

Call or WhatsApp me: (91) 9384716268

All online sales platforms and even the official website are sales-driven. We believe in a thoughtful, slow-buying,no-forced-selling policy, as we care for your investments.

Do you believe in investing in or buying a pure-term insurance or a term-plus wealth creation product with a no-spam policy? Then, it’s better to consult, discuss the pros and cons of each product, and then only make a decision.

Most online platforms are driven by an aggressive sales process, which makes you invest without thinking much. That is why at VenkatFin, we request that our clients learn the pros and cons of any investment and then only proceed with investments.

Why VenkatFin?

I have a “No Spam” policy. Hundreds of professionals and entrepreneurs in India and NRIs choose Venkat to do consulting before or after they invest in term insurance, health insurance, or mutual funds. I request a small consulting fee, as some people prefer to buy insurance products online after consulting with me.

venkatcbe33@gmail.com

How it works?

Term Insurance Consulting Testimonials

VenkatFin - Personal finance consulting for Indian professionals and NRIs

1.Get Term Plan – Term Insurance Consulting

2.Health Insurance – Health Insurance Consulting

3.Mutual fund review & retirement planning – Retirement Strategy

4.Mutual Fund SIP Calculator

5.Mutual Fund Lumpsum Calculator

6.Diabetes Calculator

Mutual Funds Review:

For those who want to review their direct mutual fund investments, I request Rs. 1500 to Rs. 3000. This helps me establish relationships with those who are investing directly. The market has changed a lot, and I am trying to be flexible. 

Term Insurance Consulting FAQs

Usual FAQ is, is it one time. My answer is, yes but if you choose to buy through me, then, its lifetime commitment for me to serve you. But most people buy from others or online platforms due to their personal choice.

Note – Though I say the fee is for one session, for health insurance, some people will have health issues. So, we can’t complete in one session and I support until we find some solution if its available in the market.

For term insurance, people sometimes speak again to clarify their doubts and I have to be kind to them. Hope you understand. I do not believe in selling something immidiately. So, I myself encourage people to take time, think and decide before they invest.

To serve my clients better, I also run an online news network where we publish unbiased content.

There are multiple Life and Health insurance companies in India, and each one of them offers a variety of insurance policies and schemes. I realized the need to create a platform through which I could provide personalized guidance to choose the right insurance products for professionals.

Initially, I will be guiding people to choose insurance products in simple terms and also plan to provide guidance to invest in the best mutual funds. Hopefully, I will create this platform for professionals to choose and buy the best investment products in India.

Write to me for personalized financial guidance.

91-9384716268

Venkat

*Mutual fund investments are subject to market risks. Read all the schem related documents carefully.