How to choose your services with a financial planner if your age is below 30 by Taresh Bhatia

    • · Understand if you need life insurance, only if you have dent/ dependents, else don’t waste money!
  • · Buy best health insurance, with critical illness and accident cover also separately
  • · Have 3-6 months monthly expenses set aside for contingency fund, perhaps in a liquid mutual fund.
  • · Plan for retirement
  • · Plan for home, car, vacations
  • · Understand the value of money and compounding interest, to create wealth
  • · Don’t take loans if possible

A film by Taresh Bhatia For more information, visit: Call for session booking: +919810144683, +911244056398
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