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WEALTH
& HEALTH

The biggest and costliest assumption made is that we all know how to manage our money and well being. Guidance and mentoring is neglected. Avoid it?

HEALTH IS NEW WEALTH.
WEALTH IS OLD HEALTH.

Whether it’s just for you or for your spouse/partner and dependents (children), being on the right medical scheme option is a very factor in our lives. Prepare for when illness or a medical emergency strike.

Retirement planning is important because it can help you avoid running out of money in retirement. Your plan can help you calculate the rate of return you need on your investments, how much risk you should take.

Investment advisers basically provide you recommendations and advice related to your portfolio or investment in different fields like mutual funds, intraday trading, investment in share market, tax-saving policies.

WHY DO YOU NEED AN ADVISOR ?

When you dont know, you dont know. You might be an expert in other areas but wealth and health are complex. 

A financial advisor can help you to assess and manage your risks, and provide advice on financial solutions appropriate for your needs; help you to arrange, acquire and maintain insurance; and act as your advocate in settlement of any claim that may be made by you under your insurance.

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What customers are saying!

Great and informative service, I actually thought I knew how to handle my money for investment.
Masha Doe
Customer

MORE ABOUT

THE BEST ONLINE BOOKING PLATFORM FOR ADVISORS AND CUSTOMERS

The customers are offered an option to book via the website and they opt-in by creating a verified customer record. They confirm via email and a customer is matched with the nearest financial advisor to them. The match is based on intelligent criteria such as income, assets and demographics.

Customer privacy and information protection is paramount to our approach. A customer portal manages the option for the customer to opt-out at any time. Allow customers to reschedule their own appointments and remove their information from our system. Notifications and reminders are sent to customers.

Address their open time, this reduces their idle time. They offer their available time to the system. Configure their service, schedule, create events, manage their diaries effectively, change booking times.

Invite the right customers for the right advisors, matching guarantee. This offers a comprehensive needs based approach. We work with our data engineers and scientist to confirm the need as it arise due to certain criteria.

  • Reduce idle time for advisors
  • Improve acquistions
  • Improve funnel of customers
  • Happy Customers
  • Happy Product Owners
  • Effeciency and Efficancy in the broker network

Certified Financial Planners and Financial Advisors. We confirm the credential of financial advisors on our system. We prefer them to be verified with at least one financial services institution or body.

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