Being a certified Financial Planner (CFP),
the financial counselor can assist you with
- 1. How much should I be saving?
- 2. Are my savings enough to cover for any unexpected emergencies?
- 3. Where should I keep my savings?
- How much should I be saving?
- Are my savings enough to cover for any unexpected emergencies?
- Where should I keep my savings?
- Is it wise to take a loan to repay my existing debt?
- Which of the loans should I prepay first among personal loan, vehicle loan, home loan and gold loan?
- Should I prepay my home loan or use that additional money to invest elsewhere?
- Where can I invest to save tax?
- Should I take a home loan to save tax?
- Do I need to pay taxes on the gains I am making in my investments?
- When should I start estate planning?
- Do I need to provide nominations in my investments?
- Do I need to write a Will or set up a trust?
How it works?
- 45 minutes One - on - One counselling
- Unbaised No brand/ Scheme recomendations
Things to come prepared for the counselling meeting
Disclaimer: Finsafe is facilitating the financial counselling service through certified financial planners. The purpose of the Financial Counselling is to help answer queries on personal finance for individuals. Thus is solely meant for education purposes. There is no guarantee that goals of the individual will be achieved. Finsafe India shall not be liable under, or in connection with, this Licence or any collateral contract for – loss of income
– loss of income
– loss of business profits or contracts – business interruption
– loss of the use of money or anticipated savings – loss of information
– loss of opportunity, goodwill or reputation
– loss of, damage to or corruption of data or any indirect or consequential
– loss or damage of any kind howsoever arising and whether caused by tort (including negligence), breach of contract or otherwise