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Financial Counselling

Om Soman

Pune

3.7 (1 review)

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6 years experience
Practicing Experience
CA
Certifications
Service
Investment Expert

Review (1)

3.7 out of 5.0

Service 4.0

Knowledge 4.0

Satisfaction 3.0

Owner
16/11/2023 at 5:40 AM

Om soman
Helpful Review

Booking

Time Slots

No slots for this day

Monday

10:00 am - 10:45 am 1 slots available

Monday

10:45 am - 11:30 am 1 slots available

Monday

11:30 am - 12:15 pm 1 slots available

Monday

12:15 pm - 01:00 pm 1 slots available

Tuesday

10:00 am - 10:45 am 1 slots available

Tuesday

10:45 am - 11:30 am 1 slots available

Tuesday

11:30 am - 12:15 pm 1 slots available

Tuesday

12:15 pm - 01:00 pm 1 slots available

Wednesday

10:00 am - 10:45 am 1 slots available

Wednesday

10:45 am - 11:30 am 1 slots available

Wednesday

11:30 am - 12:15 pm 1 slots available

Wednesday

12:15 pm - 01:00 pm 1 slots available

Thursday

10:00 am - 10:45 am 1 slots available

Thursday

10:45 am - 11:30 am 1 slots available

Thursday

11:30 am - 12:15 pm 1 slots available

Thursday

12:15 pm - 01:00 pm 1 slots available

Friday

10:00 am - 10:45 am 1 slots available

Friday

10:45 am - 11:30 am 1 slots available

Friday

11:30 am - 12:15 pm 1 slots available

Friday

12:15 pm - 01:00 pm 1 slots available

Saturday

10:00 am - 10:45 am 1 slots available

Saturday

10:45 am - 11:30 am 1 slots available

Saturday

11:30 am - 12:15 am 1 slots available

Saturday

12:15 pm - 01:00 pm 1 slots available

Sunday

10:00 am - 10:45 am 1 slots available

Sunday

10:45 am - 11:30 am 1 slots available

Sunday

11:30 am - 12:15 pm 1 slots available

Sunday

12:15 pm - 01:00 pm 1 slots available

Guests 1

Guests

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Opening Hours

Monday 10:00 AM - 01:00 PM
Tuesday 10:00 AM - 01:00 PM
Wednesday 10:00 AM - 01:00 PM
Thursday 10:00 AM - 01:00 PM
Friday 10:00 AM - 01:00 PM
Saturday 10:00 AM - 01:00 PM
Sunday 10:00 AM - 01:00 PM

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Finsafe is a finance education organization focused on equipping people with strategies to handle their money with focus on goals, growth and safety.
While most of us put in our best efforts towards making money, not many of us know how to make our earnings flourish and fuel our dreams. Financial know-how and intelligent planning is all it takes to transform small savings into big funds.

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Things to come prepared for the counselling meeting

Outline your Income and Expenses
Identify your financial weakness
- Overspending
- High debt
Create a list of priority questions to discuss
- Clearing of debt
- Improving credit score
- Current investment strategy
- Alternate investing options
- Investing vs repaying loans
- Planning for a home
- Early retirement