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Your Financial Health Matters

Services

The Financial
Mindset

  • What is a Mindset vs what is the Money Mindset?

  • How is the Money Mindset developed?

  • The Difference between a wealthy and a non-wealthy mindset

  • How to enhance the Money Mindset?

  • What are the advantages of the Money Mindset?

DIY (Do It Yourself)
Investing and Insurance

  • What is Investing & Insurance and its importance / benefits ?

  • How to invest and clarity on important points of investing

  • Reasons why people are afraid to invest and it solutions

  • Types of investments and their pros and cons

  • Best practices of investing

  • Do’s and Don’ts of investing

  • How to plan your personal financial independent journey?

  • Criteria to select insurance as per needs

What will you learn In this program?

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WORKING PROFESSIONALS

  • Learn / unlearn investment skills.

  • Analyze assets and liabilities

  • Review Investments

  • Manage your investment independently

  • How to build multiple stream of income

  • Steps to become financial independent

  • Learn importance of insurance in financial planning

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SENIOR CITIZENS

  • Focus on maintaining corpus

  • How to make best use of assets

  • Investment with minimized risks

  • Review Investments and take decisions

  • Learn importance of insurance in financial planning

YOUNG ADULTS

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  • How to start your investment journey

  • How to use compounding (time) for investing benefit

  • Learn importance of insurance in

  • financial planning

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WOMEN

  • Learn / unlearn investment skills

  • Analyze assets and liabilities

  • Review Investments

  • Make your investment decisions independently

  • How to build multiple streams of income

  • Steps to become financial independent

  • Learn importance of insurance in

  • financial planning

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Kishor Nimbarte

Founder, Financial Wellness​

​

    I am a CRISIL-NISM-certified Wealth Manager with a deep commitment to empowering individuals through financial education. At Financial Wellness, we focus on helping clients achieve clarity and confidence with their money through comprehensive financial planning, strategic investment guidance, and robust insurance planning.

    

     My mission is to make financial wellness accessible and achievable for everyone—whether you're just starting your journey or looking to optimize your wealth. With personalized support, I help you make informed decisions, grow your wealth, reduce financial stress, and secure your future.

    

     Through our financial wellness programs, I provide expert guidance in insurance and investment services to help you take control of your finances and experience lasting financial freedom.

About Me
Let's Connec
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"The best thing money can buy
is financial freedom."

Rob Berger

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