Launching soon
Money Check-up
One hour, one-on-one, on your whole money picture: what's solid, what's exposed, and what to fix first.
What we'll cover
- Monthly cash flow: essentials, extras and savings
- Emergency fund: how long it lasts and where it sits
- Life and health cover, with and without your employer
- Which loans to close first
- Goals like kids' education and retirement
- Will, nominations and family paperwork
What it isn't
- Buy or sell calls on specific funds or stocks
- Tax filing or legal advice
I'm not a SEBI-registered investment adviser and don't recommend specific securities.