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Insurance Counselling

Finsafe - Financial Counselling
Listings
Insurance Counselling

Neeraj Khushalani

27 years Experience

Johnson P Thomas

MBA
Insurance Expert
15 years
Bengaluru

Pauline Pavithra M

B.Com & IRDAI Certification
Insurance Expert
5 years

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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