Hey there, I’m Smita Patel
Investment Coach for immigrant women
About Me
I am a dedicated investment coach empowering immigrant women to secure their futures and build generational wealth. With a decade of personal investment experience, I’m here to guide you through a transformative 14-week program to demystify investing and ensure financial success.
WHAT will you achieve
Provide you with a comprehensive financial roadmap to kickstart your secure long-term investment journey in less than 30 days
The Process
HOW IT WORKS
Schedule Coaching Call
Book a session to discuss your financial goals and assess your current investment knowledge.
Personalized Plan
Receive a customized investment strategy tailored to your unique circumstances and aspirations
See Results
Track your progress as you implement your plan and witness your financial goals materialize.