We work with you to help you measure your financial health by creating a customized sustainable financial wellness program. Our financial wellness program MyFinWell allows you to manage your cash flow better so that you are better planned to achieve your financial goals.
Why Invest My Money? Why MyFinWell?
How Does Financial Wellness Program Work?
Financial wellness refers to your ability to live within your means & manage your money. This is achieved by developing better spending habits, optimizing your debt, improving your savings, enhancing your investments & finally, planning for your retirement.
- Know Your Financials
- Acknowledge the Need
- Work with MyFinWell Program
- Maximize Your Choices
- Create a Measurable Plan
- Track Progress & Grow
Understand Financial Basics
To manage your finances, you need to understand them. First, create a budget and a personal balance sheet. Your balance sheet tells you about your net worth after comparing your financial assets with your financial liabilities. Next, create a record and track your spending. This will allow you to set goals for better financial wellness.
Financial Wellness. Yes!
Once you are ready to embrace financial wellness, you need to create a plan for better money management. This reduces your financial stress as well as personal anxiety. Work with best options to relieve financial distress. Evaluate & identify how to cut back, increase income, pay down high interest debt & seek investment counseling.
For Financial Wellness
MyFinWell is a financial wellness program created & led by qualified and certified advisors. We brainstorm with you so that you achieve your life’s milestones. We are available to you for your queries via phone, email, & in person. We work with you to relieve you of debt and cash flow issues thereby reducing financial stress.
Financial Wellness Gains
MyFinWell works with you and helps you identify your risk profile and suggest suitable investment options. We provide you with critical market inputs that impact your investments. We suggest the right kind of health and life insurance options. Put it all together and MyFinWell helps minimize your taxes and helps you grow your money.
Drive Financial Wellness
MyFinWell assists you in financial planning throughout the period of engagement. We further, help you measure progress by first creating a sustainable financial behaviour. We then help you set up your benchmarks and assist you in tracking the progress.
Grow Your Money
After working with you by creating a sustainable financial plan, we get ready to measure the growth of your financial wellness program. We provide you with continual feedback on your investment portfolio so that your money grows. We also help you better your budgets and saving patterns as per your evolving milestones.
Assets Under Management
ASSOCIATION OF MUTUAL FUNDS OF INDIA REGISTERED MUTUAL FUND DISTRIBUTOR ARN: 175137
BSE REGISTERED MEMBER. MEMBER CODE NO: 11738