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Insurance Counselling Insurance Counselling

Pauline Pavithra M

Bengaluru

Overview
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5 years
Practicing Experience
B.Com & IRDAI Certification
Certifications
Service
Insurance Expert
English, Kannada ,Tamil & Telugu
Preferred Languages

Booking

Time Slots

No slots for this day

Tuesday

12:00 pm - 12:45 pm 1 slots available

Tuesday

12:45 pm - 01:30 pm 1 slots available

Tuesday

01:30 pm - 02:15 pm 1 slots available

Tuesday

02:15 pm - 03:00 pm 1 slots available

Tuesday

03:00 pm - 03:45 pm 1 slots available

Wednesday

12:00 pm - 12:45 pm 1 slots available

Wednesday

12:45 pm - 01:30 pm 1 slots available

Wednesday

01:30 pm - 02:15 pm 1 slots available

Wednesday

02:15 pm - 03:00 pm 1 slots available

Wednesday

03:00 pm - 03:45 pm 1 slots available

Thursday

12:00 pm - 12:45 pm 1 slots available

Thursday

12:45 pm - 01:30 pm 1 slots available

Thursday

01:30 pm - 02:15 pm 1 slots available

Thursday

02:15 pm - 03:00 pm 1 slots available

Thursday

03:00 pm - 03:45 pm 1 slots available

Friday

12:00 pm - 12:45 pm 1 slots available

Friday

12:45 pm - 01:30 pm 1 slots available

Friday

01:30 pm - 02:15 pm 1 slots available

Friday

02:15 pm - 03:00 pm 1 slots available

Friday

03:00 pm - 03:45 pm 1 slots available

Guests 1

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Opening Hours

MondayClosed
Tuesday 12:00 PM - 03:45 PM
Wednesday 12:00 PM - 03:45 PM
Thursday 12:00 PM - 03:45 PM
Friday 12:00 PM - 03:45 PM
SaturdayClosed
SundayClosed

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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