How it works?

The Process

MyFinWell-Financial Wellness Program
  • is a program created & led by qualified and certified advisors.
  • is available to you for your queries via phone, email, & in person.
  • is completely unbiased without any sales pitch.
  • brainstorms with you so that you achieve your life’s milestones.
  • helps to relieve you of debt and cash flow issues thereby reducing financial stress.

Get it Right, The First Time

BullsEye - Get it Right, The First Time
  • helping you in identifying your risk profile.
  • helping you identify your investment options.
  • providing you with critical market related inputs.
  • working with you to identify the right kind of health & life insurance.
  • providing you with right tax advisory to minimize your taxes.
  • providing you with continual feedback on your investment portfolio.

Risk Profile Defines Everything

Investment - Risk Profile Defines Everything
  • by creating a sustainable financial wellness behavior
  • by setting up your benchmark.
  • assisting you in tracking progress.

Track > Measure > Grow

Track & Grow Portfolio

MYFINWELL

MyFinWell provides you with an online portfolio and transaction manager that lets you be in control of your money at all times. MyFinWell also enables you with online calculators to measure your financial performance. DreamBigger.Money our financial education portal gives you regular inputs for your financial health. Apart from routine workshops & webinars that we conduct, we are also available to you for one on one assistance.

www.dreambigger.money

  • The world of finance in easy to understand language.
  • A wide range of easily comprehensible financial topics.
  • Expert contributors from all over the country.

www.investmy.money

  • Simple to use financial calculators.
  • Fully integrated online transaction platform. 
  • 100% secure with bank grade security.
  • 24X7 online portfolio tracker.
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Call & Chat with Us for Your Financial Wellness

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