Financial Transformation Coach

Money Wisdom Quotes

I Transform Financial Lives
By Achieving Your Financial Goals &
Financial Freedom Dream.

I help you to live the life of your choice & desire, where you do not have to work or depend on anybody for money.

Money is your One True Friend till your Last Breath. After that it does not matter. But till then, look after it.

Money Saved is Money Earned, & Money not earned is Money Lost.

Money Management needs Simplicity & to keep it Simple needs Discipline, Knowledge & Patience.

To Achieve your Financial Freedom, You need an Efficient Money Management System.

Money is Good. Everyone should have enough & more. It is how you earn it & where you choose to spend it that matters

In Investing there are no easy roads, there are roads that are easier than others.

“A place for everything & everything in its place” works not just for everyday life but also for your money.

You work hard to earn money, now make money work hard for you.

There is no Safe Haven for your money. Each Investment comes with some Risk & you have to decide which one you are able to take.

Asset Allocation is the key to your Successful Investment Portfolio.

Most Financial Planning fails because we don’t have an efficient cash flow system in place.

Being emotional about your financial goals is ok, being emotional with your investments is not.

Your biggest financial loss is the money you never made.

“High Risk – High Returns” is a misnomer as high risk doesn’t necessarily give you high return. However, if you want high return, you have no choice but to take high risk.

The return of your investment is much more important than the return on it.

Risk comes from not knowing what you are doing.

You are your most important asset, so invest your time & money in yourself.

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More About Me

Vision

To Educate people about Financial Literacy, Inspire and Empower them to Live a Financially Confident , Stress-Free & Freedom Life.

Mission

Transform the Financial Lives of 500 Families by Achieving their Financial Freedom Dream through our Unique Scientific Money Management Process.

My Skills

Financial Planning & Analysis

99%

Active Listening & Emotional Intelligence

99%

Risk Management

99%

Communication & Presentation

99%

Client Relationship Management

99%

My Values

As a Financial Transformation Coach, I shall follow the Professional Ethics with full Integrity, to live up to the Trust endowed in me by my clients & to uphold the dignity of my profession.

Expertise

My clients Trust me for being an expert in the field of Money Management. I shall keep myself updated with the required knowledge & skills to provide expert recommendations to my clients.

Transparency

My clients Trust me for being transparent in all my dealings with them. I shall voluntarily disclose all material facts & conflicts of interest in a fair & transparent manner to my clients.

Holistic

My clients Trust me for empathizing with their dreams, goals, aspirations & anxieties. I shall be mindful, compassionate & respectful of all their feelings around both money & life.

Integrity

My clients Trust me for being honest in our relationship. I shall always maintain integrity of our professional relationship & never do anything which is a let-down to my clients.

Client First

My clients Trust me for providing truly unbiased & independent advice. I shall ensure that my client’s interest always comes before my personal gains & advice is void of any biases.

Solutions

My clients Trust me for providing solutions to their problems, needs & requirements and not merely execute their transactions. I shall be diligent in offering the best possible solutions.

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Families Empowered

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Assets Under Management

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Years of Experience

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Millionaire Families

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Unique 5 Step Scientific Money Management Process.

This process is Customised for each Client by Providing Solutions – as per Client’s Financial requirements.

Current Assessment

Current Financial Assessment & Portfolio Review

Requirements Analysis

Understanding & Analyse your current & future Financial Requirements & Goals

Customise Strategy

Provide Customised Financial Strategy & Services

Execute Strategy

Execute your Customised Financial Strategy & Services

Monitor & Review

Monitor & Review your Customised Financial Portfolio , on an ongoing basis

My Offerings

Financial Assessment

The Process of Evaluating an Individual’s Financial Situation to Understand its Current Financial Health & Recommend Corrective Actions to Improve it.

A Financial Assessment Report is prepared, based on the Client’s inputs of his -

Current Financial Details - Income, Household Expenses, EMIs, Insurance Premiums & Outstanding Loans Amount.
Cash Flow Analysis -Analysis of Expenses & Surplus / Savings, based on Income Allocation rules.
Analysis of Existing Investment Portfolio, across various Investment Options, like – Shares, Mutual Funds, Bank FDs, Real Estate, Gold / Silver & others.
Analysis of Existing Insurance Portfolio, across various types of Insurance Policies.
Corrective Actions are recommended based on the above 4 observations.

The Goal is to have a comprehensive understanding of where you stand Financially today, so that you can make informed decisions and plan effectively for your future.

Financial Assessment is the 1st & Important Step in your Financial Freedom Journey.

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Cash Flow Analysis

The Process of Tracking and Evaluating the movement of Income & Expenses.

Loan Management

Involves Understanding your Loans & making informed decisions about Borrowing and Repaying.

Risk Management

It involves Identifying, Assessing & Taking Steps to minimize the Potential Financial Risks that could negatively impact your Financial Situation.

Portfolio Management

Creating a Personalized Investment Strategy that aligns with your Financial Goals, Right Balance of Risk and Return & Time horizon.

Risk Profiling

Assessing an Individual's Willingness & Ability to take on Financial Risk.

Investment Suitability Analysis

Ensures the Investments are appropriate for an Individual based on their Financial Goals, Risk Tolerance, Overall Financial Situation & Other Personal Factors.

Comprehensive Financial Goals Roadmap

A Strategic Plan that Outlines Specific Financial Goals, Steps required to Achieve them & Timeline for Completion.

Wealth & Legacy Management

A Personalised Comprehensive Plan for Wealth Creation and Transferring Wealth across Generations in an Efficient & Purposeful manner.

Financial Literacy Workshops

Workshops help to Improve participants Financial Knowledge & Skills and make them take Informed Decisions to build their Solid Financial Future.

Workshops are conducted on various Financial Topics, like – Basics of Money Management , Importance of Risk Management , Understand Risk Profiling , How to Achieve Financial Freedom & many more.

We conduct Educational Sessions for specific groups, like –