Wealth Builder Program
Wealth Builder Program (3-Month Coaching)
Best for: High income individuals, early investors, growing families
- 4 Private Sessions (Bi-weekly)
- All benefits of Wellness Plan +
- Risk Profiling & Investor Personality Assessment
- Tax-saving Investment Review
- NPS & Retirement Planning
- Child Education Planning (India & Abroad)
- Goal-based Investment Sheet + Rebalancing Logic
- WhatsApp / Email Support for 3 months
- Quarterly Review Plan
