Full Financial Wellness Plan
Full Financial Wellness Plan
Best for: Working professionals, couples, or families
Duration: 60–75 Days
- 2 Consultations (1 Hour each)
- Detailed Goal Mapping (Home, Child, Vacation, Retirement)
- Risk Profiling & Investor Personality Assessment
- Personalised Budget Plan & Savings Tracker
- Investment Strategy (SIP, MF, FD, Stocks - if applicable)
- Insurance Review (Life + Health)
- Tax Planning Advice
- Detailed Written Financial Plan
- 1x Review Call after 60 Days
