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Income mostly limited to salary. |
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Income tax deducted at source – the government takes its share before reaching the salary account. |
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Lack of time to manage Personal Finance |
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Inability to take frequent leave/time off to attend to financial matters |
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Too many complex & incomprehensible financial products/Sales People. |
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Very high cost of Wealth Management Solutions from your banker (Mostly commission based agents for other financial services companies) |
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No “MADE FOR YOU” solutions in the market. Everything has been designed for someone else! |
Personal Finance Wellness Program is a fee-based consulting service aimed at individuals who require a professional and unbiased partner to manage their money and take care of all the needs discussed above.
