Pricing
Beginners
Stage 0: FREE 20 min Counselling
Let's talk about Your needs and check If Being Wealth Wise can be a Perfect Match!
Join us for a free friendly 20-30 minute video call to discover your needs and see how our offerings can help you.
If we think we can make a difference, we'll move forward together. If not, we'll be honest to admit.
₹499 ; Limited Time Discount Price ₹0
one time
Q&A
Discuss your requirements & our offerings
Most Popular
Stage 1 : Wealth Scan
Kickstart your financial planning by discovering your current financial fitness level.
Output is a 4-pager report about your NetWorth, Cashflow distribution, Asset class distribution, financial ratios, insurance & retirement requirements, with key observations including immediate action points.
₹6999; Limited Time Discount Price ₹4999
one time
NetWorth & Cashflow
Financial Ratios
Key Financial Obviations
Immediate Actions
Q&A
Stage 2: Goal Setting & Cashflow Analysis
We discuss your financial goals, e.g- retirement, children's education, marriage, buying a car, or house etc. We study your income and expenses, add inflations & decide goal feasibility.
Output is a report on ideal asset allocation & cashflow analysis over the next years.
Contact us for Price
one time
Discuss Financial Goals
Find future value of each Goal
Check feasibility of Goals
Life Cashflow Analysis
Ideal Asset Allocation
Stage 3: Investments
Once we are clear on the purpose, we work towards achieving it according to the set allocation by channelising your wealth.
Financial planning is perpetual & we need to re-balance our portfolio & re-align it with our updated goals. Investments will be made to fulfill your goals.
Contact us for Price
yearly
Discussion on investment strategy
Investments recommendation as per asset allocation