Start Your Financial Journey
Pooja Katyal
Secure Your Future – Smart Financial Planning Starts Today!
Insurance, Investments, and Wealth Management tailored for young professionals, students, single mothers, under privileged society.
- Trusted
- Experienced
- Professional
Services
What I do
01.
Insurance Solutions
Educate young individuals on the importance of insurance and available options.
- Life Insurance: Benefits, types (Term, ULIP, Whole Life), tax savings
- Health Insurance (Mediclaim): Coverage details, cashless hospitalization, tax benefits
- Business Insurance: Protecting assets, employee insurance, liability cover
- General Insurance: Home, vehicle, travel insurance
02.
Investment Options
Explain the power of compounding and the importance of starting early.
- Mutual Funds (SIP): What is SIP? Benefits, risk levels, expected returns
- Equity Investments: Stock market basics, risks & rewards, long-term vs. short-term
- Retirement Planning: Pension plans, PPF, EPF, NPS, how to build a corpus
03.
Financial Services
Guide young professionals on managing their finances wisely.
- Wealth Management: Budgeting, asset allocation, financial discipline
- Tax Planning: Tax-saving investments, exemptions, deductions
- Financial Planning: Setting goals, emergency funds, estate planning
Why Choose me
Trust | Transparency | Customized Financial Solutions
When it comes to managing your finances, choosing the right advisor can make all the difference.
Trust
Pooja has built her career on the foundation of integrity, ethical practices, and client-first values.
Transparency
Financial planning should be straightforward and honest.
Customized Financial Solutions
Every individual’s financial journey is unique.
