Financial Wellness

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What else would you want to learn about investing?

What can we do better in these sessions?

We can help you take the next step towards a confident, better planned future.

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If yes, can you highlight the specific aspects where you might need help, so our conversation can be more tailored for you?

Plan to set up/ track/ prepare for my financial goals

Understand available investment choices better

Determine how to plan for a comfortable retirement

Plan my kids’ education expenses

Help me with smarter tax planning

Create a high-growth portfolio to build long term wealth

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^#We have partnered with *FinEdge to help you learn more about mutual funds & investing and creating customized investment strategies. Please expect a call/ email from the FinEdge team soon, if you have indicated the desire to connect with an expert MFD.

FinEdge, operating since 2011, is one of India’s leading investment experts with 19,000+ clients and managing over Rs 1,400Cr. of client wealth. They offer clients a tech-driven platform and may help you create personalized, goal-based investment solutions after understanding you and your financial needs.

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We can help you take the next step towards a confident, better planned future.

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