Financial Planning With Koppr’s Most Experienced Planners

To Help You Cut Through The Clutter

Vast Array of Topics You Can Choose From And Explore with our Financial Planners

ACHIEVE YOUR FINANCIAL GOALS

Get a deep understanding of your current financial landscapes and explore proven strategies to meet your financial goals.

BUDGET PLANNING

Learn how to create and most importantly maintain good spending habits.

EFFECTIVE SAVINGS

Understand your strengths and weaknesses when it comes to emergency funds and devise the right method to achieve a plan you can fall back on while also saving enough for the future.

INVEST THE ‘RIGHT’ WAY

Investments can be tricky if you do not have the right resources or know the most effective strategies that are relevant to your risk tolerance and financial goals. Understand how to build your portfolio for maximum profits.

PROTECT

Choose the right insurance policies that serve the purpose and are tailored to suit your needs while protecting you and your family.

BENEFICIAL BORROWING

Learn to borrow responsibly and the right way by balancing repayment and prioritizing long-term savings.

How It Works

Become a Member

Sign up on Koppr and schedule an exploratory call with planner

Discover Options

After an initial chat, our planners would analyze your current financial situation and expected goals to curate a tailored plan to best suit your needs and walk you through next steps.

Stay consistent and on track

Access to follow up chats and 1:1 sessions help stay on track and celebrate your progress while also tweaking strategies as per goal analysis to get you the most profitable portfolios with the help of your planner.

Meet our Certified Financial Planners

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To get the most out of our services, sign up for the Koppr Tribe Membership

Free Financial Planning Resources

Financial Planning Guide for Beginners

The only guide you will ever need to master Financial Planning and make smart money decisions on a daily basis.

Stock Markets Guide

A comprehensive Stock Market Analysis guide that includes everything you need to learn before investing in stock markets.

Mutual Funds Guide

A comprehensive guide to learn about Mutual Funds before investing and how to recognize winning mutual funds.

Latest Blogs on Financial Planning

Smart personal finance decisions today for a better tomorrow!

Smart personal finance decisions today for a better tomorrow!