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Wealth · Wind · Wealth

Financial Review — 90 min consult

A 90-minute one-on-one financial review.

KYB Verified Dharte Certified New on Dharte · by Money Matters India

About this product

Bring your portfolio, assets, debts and questions. Tejal walks you through where you stand, what's working, what's at risk, and a clear set of next steps. Includes a written follow-up summary within 48 hours.

  • SEBI-registered advisor
  • Written follow-up included
  • Suitable for 30-50 yr olds

About Money Matters India

Founded by Tejal Gandhi in 2002, Money Matters India is one of Mumbai's most respected boutique financial-planning practices. Engagements range from one-off financial reviews to multi-year advisory and digital education courses.

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