Understand your Present

List all your streams of income List all your fixed expenses like rent, electricity, house help, milk(not zomato & blinkit) Then track your monthly expenses which are variable and also list them for last 1 year List out all your current savings corpus and monthly savings strategy List all your Debts & Liabilities, priority repayment wise

10/24/20251 min read

A professional financial advisor discussing plans with clients.
A professional financial advisor discussing plans with clients.

Financial Planning