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Financial Cleanse


What is
Financial Cleanse Program?


Let us handle your finances while we help you achieve what money can’t buy – peace of mind!

Think of it as a fiscal therapy to rid your system of the tensions of financial planning and the hassles of debt. What do you gain? A roadmap to the success of your financial security & goals, resulting in a productive and highly motivated work-life balance.

Our comprehensive 3-hours session, across 3-weeks, will take you through a step-by-step awareness & strategy model under the experienced guidance of our financial counsellors to evaluate and boost your current financial situation.


our special features :

  • Flexi options available (hours & duration) for convenience of participants.
  • Now at a limited period introductory price of just Rs. 1200 !
  • Access to WealthApp’s automated investment service.
  • Avail one year’s tax filling services (worth Rs.500) for free.
  • Ongoing assistance for investment, insurance & loan related queries.

Our 3 weeks schedule :

Week 1

Assessment to make you aware of your current financial situation & the crucial financial liabilities.

Week 2

  • Chalk out clear financial goals & realign or eliminate expensive debts.
  • Guidance in aligning your financial priorities to arrive at financial decisions.
  • Back to basics training on adequate risk coverage for financial aspirations.

Week 3

Effective, customised solutions to plan your future Financial Cleanse.



Types of
Mutual Funds?

  • Large Cap Equity Funds
  • Mid & Small Cap Equity Fund
  • Multi Cap Equity Funds
  • Tax Saving Mutual Funds/ELSS Funds
  • Balanced/Equity Oriented Funds
  • Sector Funds
  • International Funds
  • Liquid Funds
  • Short Term Debt Funds
  • Medium Term Debt Funds
  • Gold Funds

Fund Notes