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A Financial health checkup is the first step in our financial planning process and is based on various parameters of personal finance and involves scrutinizing of income, expenses, savings, goals, assets, liabilities etc. Trust me, some of the outcomes will surely make you think.

We will provide an easy idea whether your finances are aligned with your goals or if there’s a need or scope for some improvement. Basically, we will help you identify the gaps in your finances and outline steps to fill those gaps and help you to come up with strategies with respect to savings and investment decisions.