Anchal Kaushal

WORK HISTORY

EDUCATION

ABOUT ANCHAL KAUSHAL

WHAT I DO: I help successful doctors, entrepreneurs, & corporate executives to achieve Rs. 3 to 5 Lacs per month of passive income so that they can achieve Financial Freedom and spend more time with family without having to putting in huge numbers of hours managing their money and dealing with multiple advisors. HOW I DO IT: I help you build the 4 core pillars that lay a foundation towards you achieving Financial Freedom. Discovery Stage: Understanding your Family Structure, Dependents, Financial Goals, your family’s financial risks, most pressed financial concerns. Taking a stock of your financial life. Plan: Analysing your cash flow and net worth. Addressing your Family’s Financial Risk and Insurance planning. Creating Goal wise Financial Plan, saving targets and investments plan needed for it. Recommending you the right Asset Allocation based on your Goals Execute: Handholding with all the execution of the investment required towards the goals that was determined during the plan stage. Track: Regular Investment Tracking and comparing with the plan. WHY IT WORKS: Anyone can MANAGE money. Very few people actually use a STRUCTURED approach. I use something called as a \"FINANCIAL LIFE PYRAMID\" in which we start with the Base and work way our way to the top of the pyramid the same way we construct a house, Money is all about psychology, for being a great Investor you need to control your Emotions, I help you handle your emotions during the ups & downs of Financial Markets. SERVICES I PROVIDE: Financial Life Planning (Using ARC Formula) Customized Portfolio Creation. Risk Management, Financial Goal Planning, Retirement Planning, Tax Planning, Wealth Creation & Succession Planning. TYPES OF BUSINESSES: I\'ve personally helped the following types of business owners, consultants and professionals grow their Wealth, including: Doctors Consultants Software Developers IT Professionals