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Individual, one-to-one personal finance coaching

90-minute individually customized coaching sessions that will introduce you to the principles of how to manage & invest your own money and lead a financially healthy life

Recommended for:

(i) Salaried individuals who have a regular stream of income and want to learn how to save, invest and manage their income properly;

(ii) Self-employed individuals who want to learn how to manage irregular cash flows to ensure both their current needs are met as well as their future wealth goals are accomplished;

(iii) Individuals who have received large amounts of money by way of sale of assets, sale of a business, a gift or an inheritance, and want to learn the intricacies of personal finance to ensure their money stays with them and grows over the long-term.

We work with clients nationwide. Clients based in Bangalore can have their sessions conducted in-person, while those outside Bangalore can have their sessions conducted through Google Meet.