Empowering Salaried Professionals to Manage Their Finances

Whether you're at the beginning of your career or strategizing for future wealth, Moneyinfo.in offers organized financial planning to assist you in making knowledgeable financial choices.

Financial Wellness Assessment (One-Time)

Cost: ₹999

Duration: 45-minute online consultation

What’s Included

  • Analysis of income versus expenses

  • Review of savings rate

  • Assessment of debt

  • Evaluation of emergency funds

  • Review of insurance checklist

  • Personalized financial health rating

  • Actionable plan to enhance financial health

Recommended For: First-time clients seeking to better understand their financial status.

Moneyinfo Monthly Wealth Coaching (Subscription)

Cost: ₹999/month (Launch Price)

What’s Included Each Month:

  • One-on-one online consultation (45 minutes)

  • Monthly budget assessment

  • Spend analysis

  • Savings monitoring

  • Progress review on goals

  • Net worth assessment

  • EMI and debt oversight

  • Customized action plan for the upcoming month

  • WhatsApp or email assistance for finance-related inquiries (within set limits)

Every Quarter:

  • Comprehensive financial evaluation

  • Session for goal adjustments

  • Update on financial health score

Best suited for: Salaried professionals seeking ongoing accountability and guidance.

Goal-Oriented Financial Planning (One-Time)

Cost: ₹2,999

Duration: 2 hours online consultation

What’s Included

Planning for:

  • Home acquisition

  • Vehicle purchase

  • Emergency savings

  • Retirement planning

  • Education for children

  • Wedding planning

  • Significant financial goals

Deliverables

  • Customized financial roadmap

  • Timeline for goals

  • Savings objectives

  • Action plan based on priorities

Comprehensive Personal Finance Blueprint (Premium)

Cost: ₹5,999

What’s Included

  • Financial Well-being Assessment

  • Budget & cash flow management

  • Objective-based planning

  • Debt analysis

  • Emergency savings strategy

  • Insurance evaluation checklist

  • Net worth evaluation

  • 90-day action plan

  • Comprehensive PDF report

  • Two virtual consultation sessions

Ideal for: Clients seeking a thorough financial organization and planning journey.

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