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Goal Based Financial Plan
From goals to action—financial planning that fits your life
1 hr1 hOnline/ Business Location
Service Description
Three 1-hour sessions 1. Session 1 - Defining Goals and understanding your current portfolio 2. Session 2 - Creating draft financial plan with multiple investment options 3. Session 3 - Finalising the Financial Plan and action plan to execute it The detailed Financial Plan is delivered within a week of final session.
Contact Details
finserve@swadhyaay.com
Swadhyaay IMF Private Limited, Badshahpur Sohna Road Highway, Central Park II, Sector 48, Gurugram, Haryana, India
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