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WealthSense

One to one

Talk it through with someone

Every session is a conversation about your actual numbers — your salary, your holdings, your deadlines. Nothing is sold to you, and no payment is taken when you book.

Core

The four decisions that matter most, in the order they matter.

Tax Saver Strategy

Pick the right regime, then fill 80C with things you'd own anyway.

Best for

Salaried earners who default to whatever HR suggests each January.

₹99945 min

Mutual Funds Explorer

What the categories mean, and why direct plans quietly win.

Best for

Anyone who's been shown a fund list and couldn't tell the options apart.

₹99945 min

SIP Compounder

Size it, automate it, and don't stop it in a crash.

Best for

People who keep meaning to start, or who stopped once and never resumed.

₹99945 min

Emergency Fund Blueprint

How many months you need — and where that money should sit.

Best for

Anyone investing before they have a cash buffer — the most common mistake.

₹69930 min

Equity

Direct stock investing, at home and abroad.

Indian Stocks Starter

Direct equity without confusing it for a lottery ticket.

Best for

Investors with a working fund portfolio who want to add direct stocks.

₹1,49960 min

US Stocks & Global Investing

LRS limits, TCS on remittance, and whether you need this at all.

Best for

People who want global exposure and have heard conflicting things about the rules.

₹1,49960 min

Life goals

Money attached to a date and a purpose.

Retirement & NPS Planning

What you'll actually need, and whether NPS belongs in the plan.

Best for

Anyone over 30 who has never put a number on retirement.

₹1,49960 min

Child Education & Goal Planning

A date, a number, and a monthly amount that reaches it.

Best for

Parents being pitched child plans and unsure how to compare them.

₹99945 min

Insurance Audit

Term versus ULIP, and how much cover you actually need.

Best for

Anyone holding a policy they were sold but have never evaluated.

₹99945 min

Portfolio

A look at what you already hold.

Full Portfolio Health Check

What you hold, what overlaps, and what you don't need.

Best for

Investors 3+ years in who've accumulated funds without a plan.

₹1,79960 min

Digital assets

Crypto, taxed correctly and sized sensibly.

Crypto & Digital Assets

The 30% tax, the 1% TDS, and sensible position sizing.

Best for

People already holding crypto who are unsure how it gets taxed.

₹1,29945 min

Sessions are educational. They will help you understand your options and evaluate advice you have been given — they are not a substitute for a SEBI-registered investment adviser, and no specific security will be recommended to you.