Consult with CFP Roopa Mehrotra

Passionate about helping people to achieve financial freedom by way of comprehensive financial planning. Services include Comprehensive Financial Planning, Retirement Planning, Investment Planning, Children’s education planning etc.

  • Comprehensive Financial Planning

  • Retirement Planning

  • Investment Planning

  • Children’s Education Planning

  • Insurance Planning

About CFP Roopa Mehrotra

CFP

Roopa Mehrotra

Passionate about helping people to achieve financial freedom by way of comprehensive financial planning. Services include Comprehensive Financial Planning, Retirement Planning, Investment Planning, Children’s education planning etc.

How Does it Works

Its a Simple 3 Step Process

  • 1) Book a 1:1 consultation with Roopa

  • 2) Our team with get back with the date, time & details of the call

  • 3) Have a 1:1 consultation with the expert and get answers to all your questions

Why Koppr

  • Fast growing community of professionals

    Koppr is one of fastest growing community of financial professionals. You get to speak directly to Professionals

  • Save time & money

    Book a service allows to Save time, paper work and money. No hidden charges!

  • Transparency

    View full profile of the experts before you choose from India's fastest growing private network of professionals.

Consult Now with CFP Roopa Mehrotra

50% off for 1st 100 consultations

FAQ

  • Why should I consult a Certified Financial Planner?

    Consulting a certified financial planner is important because he/she is a compliance expert to effectively assess your current financial situation and goals Will help you develop a comprehensive plan that addresses your major areas of financial concern: retirement, college planning, insurance, avoiding estate tax, etc. One must hire a CFP for following reasons: ✔️ Investment growth ✔️ GST return filing ✔️ Year-end reporting ✔️ Investment Planning ✔️ Minimizing income tax ✔️ Insurance planning ✔️ Other compliances required

  • How does an online CFP consultation work?

    Consulting a CFP online is very simple and an effective way of getting professional advice. 1) You book an consolation with the CFP 2) We schedule a call 3) Speak with the expert and get answers to all your questions

  • How do I make best use of this session?

    Keep a list of questions and relevant documents handy with you. Make sure you ask specific questions so that our expert can guide you in a precise manner.

  • What should I do if I need regular advice from an expert?

    Our team will be happy to assist you with custom packages wherein you can book multiple sessions with our experts.