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10min chapter
The Landscape of Financial Planning with Finnovate Financial Services
Paisa Vaisa with Anupam Gupta
Onboarding Process of Finnovate Financial Services
This chapter discusses the onboarding process of Finnovate Financial Services, which includes a quiz to understand the client's financial situation and goals, creating a financial fitness plan, and delving into budgeting, taxes, and investments.
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Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode