At Personal Finance 10x, we understand that managing your finances is about more than just money—it's about securing your future and achieving your dreams. Our expert services are designed to cater to all your financial needs, from investments and loans to insurance and tax optimization. Discover how we can help you with the following services:
1. Health & Term Insurance
Protect your family’s health with our comprehensive insurance plans. Our policies cover hospitalization, surgeries, medication, and more, ensuring that you’re prepared for any health-related uncertainties. Highlights include:
Extensive coverage options.
Coverage for critical illnesses.
Minimal waiting periods for claims.
Flexible policy terms to fit your life stage.
Additional benefits such as maternity coverage and wellness programs.
2. Emergency Fund Planning
An emergency fund is your financial safety net. We guide you on how much to save and the best ways to save it, ensuring you're prepared for the unexpected without sacrificing your financial goals. Key aspects:
Recommendations for three to six months' worth of expenses.
Advice on the most suitable accounts for liquidity and growth.
Strategies for regular contributions to your fund.
3. Loans/Debts/Credit Card Management
Manage and mitigate your debts effectively with our expert guidance. From consolidating loans to managing credit cards, we help you improve your financial health and credit score. Our services include:
Debt assessment and repayment strategies.
Options for debt consolidation.
Techniques to manage and utilize credit cards effectively.
4. Child Education & Marriage Planning
Your child’s dreams deserve a strong financial foundation. We help you plan systematically for major life milestones like higher education and marriage, so rising costs never become a burden on your family’s future. Our approach ensures long-term growth with disciplined planning. Key aspects include:
Clear goal mapping for education and marriage based on timelines and expected costs.
Inflation-adjusted planning to stay ahead of rising education and wedding expenses.
Customized investment strategies aligned with your child’s age and your risk profile.
5. Goal Oriented Investment Planning
Build your wealth through intelligent investment strategies tailored to your risk tolerance and financial goals. From stocks and bonds to real estate and mutual funds, learn how to diversify and grow your investments. Services include:
Personalized investment planning.
Diversification strategies to minimize risks.
Regular portfolio reviews and rebalancing.
6. Retirement Planning
Plan for a secure and comfortable retirement with our comprehensive planning services. We offer guidance on how much to save, where to invest, and how to plan for your retirement needs. Features include:
Customized retirement strategies.
Analysis of potential retirement income sources.
Optimization of retirement accounts and pensions.
7. Dream Home Planning
Achieving your dream home becomes a reality with our dedicated support. We assist with everything from budgeting to mortgage planning to selecting the right property. Our approach includes:
Financial planning for home buying.
Assistance with mortgage and financing options.
Guidance through the home buying process.
8. Tax Optimization
Optimize your taxes and ensure efficient ITR filing with our expert advice. We help you understand your obligations, claim eligible deductions, and plan your taxes to maximize savings. Services cover:
Comprehensive tax review and planning.
Support with tax filing and documentation.
Strategies for tax optimization and saving.
Ready to take control of your financial future?
Join Our Exclusive 2 Hours Webinar: "Unlocking Your 10X Potential"
The Goal of This Webinar:
Discover why this webinar is unlike any other you've attended:
Personal Hand Holding: We guide you through every step of the process.
Extreme Ownership: Take full control of your financial, personal, and professional life.
7 Steps to Success: Learn the steps to transform not just your wealth, but also your health, relationships, and overall happiness.
Why You Should Attend:
Too often, beautiful dreams remain just that—dreams. Our mission is to help you become a millionaire and turn your dreams into reality. We foster three core values:
Courage: Step out of your comfort zone and tap into your full potential.
Consistency: Stay committed to the actions needed to achieve your goals.
Contribution: Share your knowledge with family and friends, and give back to society. This is not just for those who aim to accumulate wealth but for those who want to make a meaningful difference.
Who Is This Masterclass For?
Corporate Professionals
Healthcare Professionals
IT & Engineering Professionals
Perfect for those who aspire to achieve financial freedom and live a fulfilling life.
Who Should Attend This Masterclass:
Individuals & Families
Corporate Employees
Working Professionals
Entrepreneurs & Business Owners
Government Employees
Who are struggling with their Finances
Who are struggling with financial planning
Who are thinking that they have NO TIME
Perfect for those who aspire to achieve financial freedom and live a fulfilling life.
F.I.R.S.T. Framework
Foundation Building (F)
This step involves setting up a solid financial foundation by understanding your financial situation and goals.
Intentional Goal Setting (I)
This step helps define clear and achievable financial goals, including timelines and strategies.
Risk Management and Insurance (R)
This step focuses on protecting your financial assets through insurance and risk mitigation strategies.
Sustainable Wealth Planning (S)
This step involves growing wealth through investments and building profitable businesses.
Target Achievement (T)
This step involves providing a roadmap to reach the first ₹1 crore.
