After teaching thousands of women on money management and investments, we came across a common concern – “I wish I had someone to share, talk and get some direction about my money”. That is how “YOUR MONEY SISTA” was born. To comfort all women, looking for some guidance on money matters in a very safe personal space, offered by our money experts (women again), whom they can trust freely. 

 The GYM keeps you FIT “Your Money Sista” keeps you FINANCIALLY FIT

Our Focus is GOAL BASED PLANNING 

Do you often think about how do I plan for

- Child’s Education Costs

- Comfortable Retirement

- Buying my Dream Home

- Travelling the world

- Buying that LV Bag or any other luxury purchase

- Creating Wealth and many more of your life’s dreams

What does FINANCIAL PLANNING include?

Let’s be very clear on the value you will get

- Review your existing mutual funds

- Analysis of existing LIC or other Life insurance policies

- Assessment of existing health insurance policies

- Contingency Planning for emergencies

- Investment Planning for Milestones - Child's Education, Home Purchase, Setting up Business Fund, Travel Fund....

- Retirement Planning

 - Tax Planning Optimisation

What we DON’T OFFER is Tips and Quick money making schemes

Process of Your Money Sista

- Start with a FREE 15 mins Discovery Call, where we hear you out with your pain points related to your finances and give you an idea of how and where can we step in.

- If you wish to explore further and get your PERSONALISED ACTION PLAN, you can book a Paid Consultation - we provide 2 offerings

1. One Time Financial Plan - You want a quick structure to get started
2. Annual Transformation Journey - You want a structure + continuous guidance + progress tracking + expert access
1. Our Paid Consultation plans include (based on plan you select)
   
1. Plan discussion on Zoom - online
2. Recordings of the plan discussion
3. Your Action Plan Document in PDF
4. Personalised Calculators for future use in Excel
5. Wats App access to experts

So what are you waiting for? Book your FREE 15 minutes today!.