How it works?

HomeHow it works?

The Process

MyFinWell-Financial Wellness Program

Mentors You

  • 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

Maximize Your Choices

  • 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

Measure Your Progress

  • 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

  • I have always appreciated high standard of advisory services from Aashish. I’m certain that InvestMy.Money flag will keep flying high. Best of luck to you Aashish and your entire team.
    Priya MarwahPriya MarwahIT Consultant
  • The guys at IMM are excellent. They are very professional with their services and investment advice. They have keenly addressed all my concerns and financial objectives to my satisfaction. I’m very impressed!
    Suniti Kumar BhatSuniti BhatDirector Oil & Gas, Member Executive Committee, Cairn India
  • Aashish’s strength as a financial advisor lies in his ability to keenly listen to and understand your monetary proclivities in terms of your risk appetite, your long and short term fiscal planning, your immediate financial needs and to work with you to tailor-make your investments to best suit your lifestyle and its current and future demands. But far exceeding these skills is his ability to share his deep knowledge of the markets and make the investor better understand it’s complexities. His efforts are geared to not just making your money grow, which is a minimum requirement from a financial advisor, but also help increase your knowledge about fiscal fundamentals so that you come to a synergized, well-thought out investment plan that has your inputs as much as his.
    Arti SinghArti SinghFormer Sr.VP, Bharti Walmart

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