Financial Wellness Program

We believe everyone should receive the same finance-savvy expertise that a HNI investor receives.

Whether it be someone starting a new job or looking to find the right loan or investment options for themselves, it's always essential to have an expert guide you so that you can create a positive money story consistently over the years. This is the secret HNI’s never share with you.

You will be put through three steps to create a personalized plan that will enable your money to make more money for you. Our team will understand what your relationship with money is and understand the gaps that need to be worked on. Further, we will design the plan based on your future goals & aspirations (short & long term) given your financial situation. We believe this realistic and informed approach would work for you.

The information that you share is completely encrypted and hashed out so that no one from our team can see it (not even our developers), unless you provide us with the permission from your mobile application screen. The advisor and your relationship manager will only get calculated values and not the raw data such as your income or expenses.

We believe that the gap that we are solving is very important, when our country’s dream is to become one of the largest economies in the world. To do so, every individual needs to be financially strong and informed. Our team has managed over 250 Crores that belonged to 500+ HNIs in their 25 years experience. Further, they are scholars who have 1000 hours of solid research experience in our Indian market.

From the mobile application, you can purchase products ranging from Loans, Mutual Funds, US Stocks, Insurance etc. We are starting off with Mutual funds and we will slowly add the other products based on your feedback and comments.

The iOS and the Android applications will have options for you to track and provide your details so that the system can create a plan. Once the plan is created, the suggestions are provided by the certified advisors within the application. Finally, the advisors will suggest products that you can invest or apply for, after understanding what is best for you and your financial journey from the Vittae screen.