Financial Planning
A structured plan built from your profile, family, cash flow, risk appetite and goals — reviewed with your advisor.
Financial planning & wealth management
One place for your financial needs
Plan your finances, manage investments, protect what matters, track your goals and stay financially prepared — all in one place.
- Financial Planning
- Investments
- Insurance
- Goals
- Wealth Management
What We Do
Five pillars that bring your financial life together
Financial planning, investments, insurance, goals and ongoing wealth management — coordinated by an advisor, in one place.
Investments
Mutual funds, PMS, AIF, bonds, NPS and other holdings brought into one view, with advisory-led review of what you already own.
Insurance
Term, health, motor and other policies tracked with insurer, agent, premium, renewal and coverage details.
Financial Goals
Education, retirement, home, travel or an emergency fund — each goal costed, dated and gap-analysed.
Wealth Management
An ongoing advisory relationship that keeps your plan, portfolio and protection aligned as life changes.
Also supported
Debt Management
Home, car, personal and education loans plus credit cards, tracked in one place.
Tax Filing Services
Professional tax-filing support through our experienced team.
Financial Information & Expiry Tracking
Maintain key identifiers and records, with reminders for renewal and review dates.
365 Wealth Score
An overall view of your financial preparedness across the areas that matter.
Financial Reports
A professional financial plan report produced through the advisory process.
Financial Planning
How a 365 Wealth financial plan is built
Five deliberate stages, from understanding your household to reviewing progress with your advisor.
- 01
Understand
- Client Profile
- Family
- Income
- Expenses
- Assets
- Liabilities
- 02
Assess
- Risk Profile
- Insurance
- Debt
- Current Investments
- 03
Plan
- Financial Goals
- Goal Gap
- Investment Strategy
- Protection Strategy
- 04
Act
- Advisor Recommendations
- Action Plan
- Priority Actions
- 05
Review
- Financial Plan
- Wealth Score
- Progress
- Periodic Review
The detailed planning workflow, reports and Wealth Score are delivered inside the secure 365 Wealth platform with your Financial Advisor.
Our Services
One place for your financial needs
Financial planning, investments, insurance, debt, tax filing support, Wealth Score and financial information tracking.
Financial Planning
Comprehensive planning from your financial profile through to advisor recommendations and a written plan.
Investment Management
Advice on and review of your existing investments — we help you understand performance and align holdings to goals.
Insurance
Keep every policy and its details in one place, with renewal and premium reminders reviewed by your advisor.
Debt Management
See what you owe alongside what you own, so borrowing decisions fit the wider plan.
Tax Filing Services
Professional tax-filing support through our experienced team.
365 Wealth Score
An overall view of your financial preparedness, based on the financial information you share.
Financial Information & Expiry Tracking
Maintain important financial and personal identifiers, with reminders where expiry or review dates apply.
The Difference
Life before and after 365 Wealth
Most families don't have a money problem. They have an organisation problem.
Without 365 Wealth
- Investments spread across apps, folios and statements
- No single view of insurance cover and renewals
- Goals estimated roughly, without inflation
- Loans and EMIs reviewed in isolation
- Key identifiers and renewal dates easy to lose track of
- Decisions made product-first
With 365 Wealth
- One consolidated view of investments and holdings
- Policies, premiums and renewals tracked together
- Costed, dated, inflation-adjusted goal plans
- Debt considered as part of the wider plan
- Important information maintained with expiry reminders
- Advisor-led recommendations and a written plan
Privacy & Security
Your financial information, handled with care
We record only what is needed to advise you well, and we show sensitive identifiers in masked form.
Masked by default
Sensitive identifiers such as PAN and Aadhaar are masked on screen and revealed only when you choose to.
Access controlled
Your information is visible to you and to the advisor working with you — nobody else.
Information tracking
365 Wealth records financial information and key dates. It is not a general-purpose document vault.
How it looks
- PAN
- XXXXX1234X
- Aadhaar
- XXXX XXXX 1234
- Driving Licence
- XXXXXX1234567
Illustrative examples of masked display.
Our Financial Ecosystem
The areas we work across
Your plan can span these categories. Specific institutions and partners will be listed once confirmed.
- Mutual Funds
- PMS
- AIF
- Bonds
- NPS
- Insurance
- Tax Filing
- Banking & Loans
[Partner and institution names — to be confirmed]
Client Stories
Client testimonials coming soon
We publish only genuine, client-approved feedback. This section will be updated once those testimonials are available.
[Client Testimonials — To be provided]
Insights
Notes from our advisory desk
Plain-language writing on planning, investments, insurance and personal finance.
Financial PlanningSample
How Much Do You Really Need for Retirement?
Understand how inflation, lifestyle expenses, investment returns and your retirement horizon can influence the corpus you may need for your future.
6 min readRead Insight
Financial PlanningSample
What Is Financial Planning?
A plain-language explanation of what financial planning covers, from your profile and cash flow to goals, protection and a written plan.
5 min readRead Insight
Financial PlanningSample
How to Build a Financial Plan Around Your Life Goals
Understand how financial goals, income, expenses, investments and risk can come together into one financial roadmap.
6 min readRead Insight
Sample content shown for illustration. Published articles will replace these.
FAQs
Questions families ask us most
Still unsure about something? Our team replies within one business day.
365 Wealth
One place for your financial needs
Talk to a Financial Advisor about building your financial plan — your profile, goals, protection and investments reviewed together.