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Financial Counselling

Vikram Aralikatty

Bengaluru - 560026

3.0 (1 review)

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5 years experience
Practicing Experience
CFP
Certifications
Service
Risk Management Expert

Review (1)

3.0 out of 5.0

Service 3.0

Knowledge 3.0

Satisfaction 3.0

Owner
16/11/2023 at 5:25 AM

vikram aralikatty
Helpful Review

Booking

Time Slots

No slots for this day

Monday

09:00 am - 09:45 am 1 slots available

Monday

09:45 am - 10:30 am 1 slots available

Monday

10:30 am - 11:15 am 1 slots available

Monday

11:15 am - 12:00 pm 1 slots available

Wednesday

09:00 am - 09:45 am 1 slots available

Wednesday

09:45 am - 10:30 am 1 slots available

Wednesday

10:30 am - 11:15 am 1 slots available

Wednesday

11:15 am - 12:00 pm 1 slots available

Thursday

09:00 am - 09:45 am 1 slots available

Thursday

09:45 am - 10:30 am 1 slots available

Thursday

10:30 am - 11:15 am 1 slots available

Thursday

11:15 am - 12:00 pm 1 slots available

Friday

09:00 am - 09:45 am 1 slots available

Friday

09:45 am - 10:30 am 1 slots available

Friday

10:30 am - 11:15 am 1 slots available

Friday

11:15 am - 12:00 pm 1 slots available

Saturday

09:00 am - 09:45 am 1 slots available

Saturday

09:45 am - 10:30 am 1 slots available

Saturday

10:30 am - 11:15 am 1 slots available

Saturday

11:15 am - 12:00 pm 1 slots available

Guests 1

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Total Cost Rs. 0

(Rs. 1000 + GST)

Final Cost Rs.

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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