A personal financial plan should never be a webinar. For a small consulting fee, you could plan your finances in a one-on-one session. We have a no-spam policy, and hence we will never follow up. Our privacy policy ensures the confidentiality of your data.

I have been providing financial consulting to both working men and women for the past few years. I have realized that women basically consult very rarely, but if they do, they eventually grasp the knowledge, apply it to their lives, and invest accordingly in the right product.

How it works?

1.Please use the chat below to message me or call me at 91-9384716268.

2.Ask for my consulting fee. Usually, it’s Rs.1500 but when I run a campaign I give a discount hence the fee is Rs.800.

3.You should let me know your availability for the consulting session. I will get the fee only before you are available to speak for at least 30 minutes. Hence, just introduce yourself, and we could speak anytime in the near future. Because some clients require more clarification, I usually speak for 1 hour to 1 hour and 30 minutes.

4.It is not one session. Sometimes, when people invest in pure-term insurance or invest through me, it’s a lifelong commitment to serve them, but some people only use me for consulting and buying online. I hope you understand.

What we speak during the session?

How do you build a corpus ranging from 50 lakh to 5 crore?

I initiate mutual fund investments for a select few, but several individuals utilize my service solely for portfolio reviews. Therefore, I conduct a review of their portfolio and provide guidance. This is part of an early retirement plan.

2.Term Insurance for Women

I provide quotes for term insurance, apply online discounts, and also offer lifetime service for that particular product. Life insurance industry is full of false-selling. So, I try to be careful. I ask clients to think for a week and then decide.

A few people who have already invested in a savings product from a life insurance company ask me to review it, after which they decide whether to continue with it or convert it to a paid-up policy. My focus has always been on a long-term plan.

3.Health insurance beyond corporate cover

Several men and women are happy with the group health insurance offered by their company. The problem is that, when a family member has a major health issue, none of the health insurance companies in India offer exclusive health coverage. So ensuring your family has at least 5 to 10 lakh health coverage is critical.

Don’t worry. I never sell health insurance myself. I provide you quotes from trusted partners and move-on. Some people use my service just to review their existing health insurance or buy online.

No Forced Selling:

Most clients do consulting just to gain knowledge and will never buy or invest in any product. Only very few choose to work with me in the long-run. So, kindly understand consulting fee helps me sustain.

What happens after consulting session?

In this work, I am trying to maintain some principles. In the past two years, I’ve never called a client without their consent. I only send follow-up messages if I know them well. Some clients consult me for second session as they trust me and eventually buy term insurance from me. Some plan their early retirement plan through me. That’s it.

Venkat

91-9384716268

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