Doctors face these Challenges
Despite having a lot of financial
products, they are not prepared
when it comes to meeting financial
goals, risk, responsibilities.
Lack of Financial Education
Indian Equity Markets have
compounded at 14-15% but most
have not participated in this
journey due to lack of guidance.
Wrong Products been pushed
Financial products are being sold
based on the commissions but not
as per the needs and goals of
individuals.
Solution : Financial Life Planning offered through FINANCIAL OPD
What is Financial OPD?
Cohort of doctors seeking financial freedom by creating wealth the right way, doing the right things; so that YOU can be a blessing to your family as well as our society.
Financial OPD helps families achieve “Complete financial well-being” through our Personal CFO services, where we help a family prudently manage and take decisions on all aspects of personal finances i.e. investments, insurances, budgeting, loans, tax, succession etc. with the ultimate objective of helping the family achieve complete Financial well-being.
