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Personal Finance Plan
Your custom roadmap to financial independence
What is included:
- ✓Personalised budget based on your income & expenses
- ✓SIP / mutual fund investment roadmap
- ✓Debt payoff strategy (avalanche or snowball)
- ✓Retirement corpus target with monthly savings plan
- ✓Tax-saving opportunities identified
- ✓Monthly progress review
You receive:
→Financial health questionnaire on sign-up
→Custom budget spreadsheet within 48 hours
→Monthly strategy email with action items