Transform Your Financial Future
Gain access to expert financial coaching, premium tools, and exclusive resources designed to help you reach your financial goals faster.
View Membership OptionsPremium Services That Drive Results
Our premium services are designed to provide personalized guidance without offering specific investment recommendations, keeping you in control while maximizing your financial potential.
Budgeting & Money Management
- Personalized monthly/annual budget planning
- Spending analysis and expense tracking setup (Excel or apps)
- Creating a zero-based budget
- Setting up sinking funds for large future expenses
- "Save more, spend smarter" 1:1 sessions
Debt Management
- Custom Debt Snowball / Avalanche strategy
- Credit card debt payoff planning
- EMI planning and restructuring guidance
- Improving credit score (CIBIL, Experian) with step-by-step guidance
- Debt freedom roadmap (PDF + personal walkthrough)
Financial Education & Coaching
- 1:1 financial literacy sessions (basics of money, compound interest, etc.)
- Understand how mutual funds, SIPs, PPF, NPS, ELSS work
- Coaching on asset classes (equity, debt, real estate, gold, crypto, etc.)
- Guidance on using apps/tools for money management
Goal-Based Planning
- Child education or marriage cost planning
- Retirement lifestyle planning (how much corpus needed)
- Emergency fund setup plan
- Home-buying readiness assessment
- Travel or short-term goal planning
Tax Planning & Optimization
- Educate clients about tax slabs and rebates
- Guide them on 80C, 80D, HRA, LTA, etc.
- Year-end tax planning checklist
- Salary structure optimization advice (if salaried)
Tools, Templates & Workbooks
- Premium Excel tools for budgeting, debt payoff, emergency fund, goal tracking, etc.
- Automated Google Sheets dashboards
- Personalized money flow maps
- Income & expense trackers
Workshops / Courses / Masterclasses
- Budget mastery
- Debt freedom
- Tax-saving strategies
- Beginner's guide to finance
- Financial planning for freelancers, students, couples, etc.
Freelancer/Solopreneur Finance
- Budgeting with irregular income
- Tax structure for freelancers (basic education)
- Setting up a business emergency fund
- Managing cash flow and taxes as a solo business owner
Financial Wellness Programs
- Partner with startups, NGOs, RWAs, housing societies, or coworking spaces
- Offer 4-week financial literacy programs
- Group coaching with check-ins
Subscription/Membership Plans
- Weekly/Monthly Q&A calls (educational only)
- Early access to templates or toolkits
- Budget & goal review calls every quarter
- Monthly newsletter with tips and templates
Choose Your Membership Plan
Select the plan that best fits your financial goals and needs.
Basic
₹99/month
- Basic budget planning
- 1 financial coaching session
- Access to basic templates
- Monthly newsletter
- Advanced tax planning
- Personalized debt strategy
- Retirement planning
Pro
Most Popular₹499/month
- Comprehensive budget planning
- 2 financial coaching sessions
- All premium templates
- Monthly newsletter
- Basic tax planning
- Personalized debt strategy
- Retirement planning
VIP
₹999/month
- Complete financial planning
- 4 financial coaching sessions
- All premium templates
- Exclusive newsletter
- Advanced tax planning
- Comprehensive debt strategy
- Retirement planning
Get Started with Premium Services
Important Disclaimer
I am not a SEBI-registered investment adviser. The services provided are for educational purposes only. I do not provide buy/sell/hold recommendations for any specific investment products. The information provided is general in nature and may not be suitable for your specific financial situation. Always consult with a qualified financial advisor before making investment decisions.
Ready to transform your financial future?
Join our premium membership today and start your journey toward financial freedom.