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I applied via LinkedIn and was interviewed before Jul 2023. There was 1 interview round.
Financial planning involves creating a strategy to achieve financial goals by managing income, expenses, investments, and savings.
Setting financial goals
Creating a budget
Investing in assets
Saving for retirement
Managing debt
Monitoring and adjusting the plan regularly
Bundled finance refers to a financial package that combines multiple financial products or services into a single offering.
Bundled finance can include a combination of loans, insurance, investments, and other financial products.
It is often offered by financial institutions as a way to provide customers with a comprehensive solution to their financial needs.
Examples of bundled finance include a mortgage loan bundled wit...
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