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We have been doing financial consulting exclusively for Doctors and Healthcare industry professionals.
For a small consulting fee, lets plan your finances with no-spam policy.
How does our financial consulting session work?
1. Ask me about a consulting fee.
2. Let’s decide on a mutually convenient time to speak today, this week, or this month.
3. Pay the fee only before our 1-on-1 session begins.
4. If you are interested in buying any term insurance or investment products through me, I also offer a discount that you might get online.
5. At times, individuals rely solely on my guidance and make their own purchases or investments.
Personal financial planning should never be a webinar. Ours is a one-on-one session.
This is Venkat. I have done financial consulting with hundreds of doctors and healthcare professionals across India and NRIs. I have been running HealthcareCEO.in as a newsletter, reaching a few hundred healthcare professionals. Hence, I request that you sign up for the newsletter to receive news and insights.
Paid financial planning has its own rewards. I don’t have to try to sell any product to you, and you can only buy any financial products or investments if you believe they’re worth it. Some doctors and healthcare professionals have previously purchased health or term insurance products. Therefore, I conducted a review of their existing policies.
When it comes to mutual funds, I guide professionals to begin their investment journey. If a few people have already invested in mutual funds, I will review their portfolio if they request it.
Message me, and let’s move forward.
Venkat