ZUMVU
ZUMVU

Rashi bhargava Financial Planning, Personal wealth management

    Goals-based planning is the process of helping clients prioritize their financial goals and determine the optimal plan to fund them. Goals-based planning expand
    • Financial Planning, Personal wealth management

    Intro

    Goals-based planning is the process of helping clients prioritize their financial goals and determine the optimal plan to fund them. Goals-based planning expand

    Tags

    Mutual Funds
    SIPs
    Term Insurance
    Health Insurance (Mediclaim + Critical Illness)
    Home Insurance
    Tax Saving & Planning
    Goal Based Planning
    Investment Advice & Portfolio Management