One on One Consultation

SVA Finance offers personalized consultation with a focused attention on an individual’s financial needs and help him/her evolve a financial plan.

Personalized Solutions

The consultation sessions could be each 1.5 hrs. They would be tailor made according to the need but would by and large help people to manage their finances by using simple tools of:

Goal setting
Cash-flow management
Choice of investment options
Asset Allocation in form of Debt and Equity pertaining to the stage of life
Retirement planning
Making a will
Any other specific query

Any other specific queries would also be taken care of during these sessions.

“I feel along with my knowledge, my confidence is increasing when I have one-on-one conversation with Pallavi Mody. What she advises is doable and implementable".

Dr. Purvi Savla

Mumbai