Stage1: Financial Health Checkup

Financial Health Checkup is a thorough and in-depth understanding of your financial Past, Your Financial Present and Your Goals and Dreams for the future. The Health checkup assimilates every single detail related to your personal finance which will help create a solid plan to help your achieve your future goals and dreams.

Stage2: Health Report

Once the Financial Health Checkup is completed, your data is analyzed by a core team of analysts based at “Nucleus”- Our Research and Consulting Headquarters. Your dreams would be converted to financial numbers. This team will understand you as a financial and emotional entity and prepare a detailed report on your Financial Health and the way forward to strengthen the positives and measures to reduce the negatives over a fixed period of time.

Stage3: Your Very Own Relationship Manager

Once the Nucleus team has completed its analysis of your financial health, an Associate is allocated to you who will be the only person handling your Personal Finance Wellness Solution process for the entire subscription period. The associate will be your single point of contact with Finerva and will assist you in converting your dreams into reality.

Step4: Implementation

The associate will explain each and every process in detail to you and in consultation with you to implement your financial plan. Each of our associate is trained to teach you the fundamentals of personal finance so you exactly know what’s happening to your money each minute and are also given the advantage of taking Informed Decisions.

Your personal associate will be accessible by phone during working hours (9AM to 7 PM) on all Weekdays and by mail on Sundays. The associate will be responsible for proactively reporting the progress of your plan as well as giving other inputs.

Step 5 Continuous Fine Tuning and Course Correction

Based on new requirements, market situations, fundamental changes etc the associate will assist you in fine tuning your plan. He/she will also make course corrections as and when necessary to steadily move towards your stated goals.