Wealth Quotient
Financial Planning Coach, Helping individuals in setting and achieve their financial goals
- Role
- Company Owner at Wealth Quotient
- Location
- Thane, MH, IN
- LinkedIn followers
- 500 followers
About Wealth Quotient
The cornerstone to accumulate Wealth is through the Right Allocation, followed by…
Experience
Company Owner
Dec 2017 — Present
The cornerstone to accumulate Wealth is through the Right Allocation, followed by disciplined Investment and Protection approach. At Wealth Quotient, we assist you in choosing the right allocation, as the goals are different at each stage of our Life. We assist you in –1. Goal based Investment planning to meet Wedding expenses, Property/Car purchase etc2. Goal based Planning – Childrens Education/Gift funds, Retirement Planning3. Health and Life Insurance4. Review the current SIPs and chart out an SIP plan for future5. Assist in capping of EMI for purchase of Home, Car etc without compromising on Investment Goals6. Contingency PlanningAs a next step, we will be glad to get an appointment to discuss further and understand your requirement. Looking forward to hear at the earliest.Warm Regards,Wealth Quotient,99••••••85
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