Services
Financial planning, investments, insurance, debt, tax filing support, your Wealth Score and financial information tracking — coordinated with a Financial Advisor.
Comprehensive planning from your financial profile through to advisor recommendations and a written plan.
Advice on and review of your existing investments — we help you understand performance and align holdings to goals.
365 Wealth provides advice and review. We do not execute trades automatically on your behalf.
Keep every policy and its details in one place, with renewal and premium reminders reviewed by your advisor.
Records can hold insurance company, policy, agent, premium, renewal and coverage details.
See what you owe alongside what you own, so borrowing decisions fit the wider plan.
Professional tax-filing support through our experienced team.
This is a people-led service, not an automated filing engine.
An overall view of your financial preparedness, based on the financial information you share.
The 365 Wealth Score is an internal indicator, not a regulated or universally recognised score.
Maintain important financial and personal identifiers, with reminders where expiry or review dates apply.
Sensitive identifiers are masked by default. This is an information record, not a general document vault.
Financial Planning
Five deliberate stages, from understanding your household to reviewing progress with your advisor.
The detailed planning workflow, reports and Wealth Score are delivered inside the secure 365 Wealth platform with your Financial Advisor.
Financial Plan Report
Each engagement produces a documented plan you can review with your advisor and revisit over time.
Privacy & Security
We record only what is needed to advise you well, and we show sensitive identifiers in masked form.
Sensitive identifiers such as PAN and Aadhaar are masked on screen and revealed only when you choose to.
Your information is visible to you and to the advisor working with you — nobody else.
365 Wealth records financial information and key dates. It is not a general-purpose document vault.
Illustrative examples of masked display.
365 Wealth
Talk to a Financial Advisor about building your financial plan — your profile, goals, protection and investments reviewed together.