Should I hire a WEALTH COACH ???

Should I hire a WEALTH COACH  ???

When starting to invest.... The FIRST STEP can prove to be Difficult. 

WHY TO INVEST ?
WHERE TO INVEST ?
WHEN TO INVEST ?
HOW TO INVEST ?

The EXCESS of Information can be overwhelming and can confuse you.
and You are left wondering... 

This leads to lack of confidence and delay in investing.

This is where you need professional support.

A WEALTH COACH helps you prepare a blue print for your personal financial success by following the below mentioned steps.

1. Streamline your CASH FLOW.
2. Assess your Risk appetite.
3. Guide you to manage debts efficiently...
4. Set SMART FINANCIAL GOALS.
5. Set the Asset Allocation Right.
6. Weed out inefficient financial products.
7. Streamline your INVESTMENTS

Any time, when ever you face personal financial challenges , feel free to connect with me @ biswajitroyhyd@gmail.com

Happy Investing 😊

BISWAJIT ROY
WEALTH COACH
Msc(Psy), MBA, 
AMFI Registered.
NISM certified MFD.
IRDAI certified.


Comments