We will aim to complete a financial planning exercise and curate an investment plan with detailed proposal for next steps to achieve your financial goals with Abhiyaan Wealth.
Book a meeting with us for 60 minutes!
If you can compile the following details (approx.), it will help us make our discussion more productive.
1. Breakup of amount in savings bank accounts, Fixed Income investments (FDs, PPF, EPF, NPS),
2. Investments amount in Gold, SGBs, Real Estate and
3. Equity portfolio n Mutual funds
2. Monthly income and expenses
3. Annual recurring expenses (travel spend, healthcare etc.)
4. Any outstanding loans - education/ home etc. with EMI amount
5. Key financial goals for short and long term
6. Age & Specific support you are looking for
