Coffee & Clarity: Expert Portfolio Review — Pune
Details
Your finances, simplified. Your coffee, sorted.
Join us for a relaxed morning session designed for people who want a
clearer picture of where their money stands — without the jargon.
What's included:
- A portfolio review session with an expert financial advisor
- Coffee - on us
- Managing money like the ultra-wealthy
For just Rs. 99 for individuals / 199 for couple (worth Rs. 1,999), you'll get dedicated
time with a SEBI-registered financial advisor to help improve your financial planning — SIPs, savings, investing strategies — plus a comfortable, no-pressure setting
to talk it through.
This is a casual, judgment-free session. No hard sell, no jargon —
just real answers to real questions about your money.
📅 5 September, 10:00 AM – 12:00 PM
📍 Maple Cafe, Koregaon Park, Pune
💰 Rs. 199 per couple / Rs. 99 for individual
Spots are limited to keep each session unhurried, so register early.
Hosted by Famli (famlilife.com), a ISO 27001 Certified company and a SEBI-registered Investment Adviser
(INA000021979).
Register here before slots run out:
https://famlilife.com/events/couple-coffee-session/
Questions? Reach out on 8857049200 / 7706860070
