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Financial Wellness Packages

Products

MFW Silver Plan

3,999
00
Annual Subscription, inclusive of all taxes
  • Comprehensive Financial Planning – DIY Model
  • Tax Saving Investment and Insurance Advice
  • Advice across Expenses, Liabilities and Assets
  • Customized Mutual Fund Investment Portfolio
  • Interaction with Financial Advisors (Limited)
  • Periodic Financial Plan Review and Balancing (1 per year)
  • Risk Profiling and Asset Allocation
  • Mutual Fund Direct Plans
  • eTax Filing
  • Document Locker

MFW Gold Plan

4,999
00
Annual Subscription, inclusive of all taxes
  • All features of Silver Plan plus
  • Comprehensive Financial Planning - Assisted
  • Periodic Financial Plan Review and Balancing (2 per year)
  • Interaction with Financial Advisors (Flexible)
  • Credit Report*
Popular

MFW Platinum Plan

5,999
00
Annual Subscription, inclusive of all taxes
  • All features of Silver and Gold Plans plus
  • Periodic Financial Plan Review and Balancing (4 per year)
  • Financial News Feeds*
  • 10% of Discount on Express Will worth Rs.1500
  • 15% of Discount on Standard Will worth Rs.4000

* Subject to acceptance, availability, and feasibility

Terms and Conditions:

(i) Please read these terms carefully before using the online payment facility.
(ii) Using the online payment facility on this website indicates that you accept these terms.
(iii) If you do not accept these terms do not use this facility.
All payments are subject to the following conditions:
(iv) The description of services is specific to your need when you log in with your unique password. Normally payment is required in advance (i.e. before you commence your
activity).
(v) All Fees quoted are in Indian Rupees.
(vi) My Finance Wellness (a Unit of Indcamb Solutions Private Ltd) reserves the right to change the fees at any time.
(vii) Your payment will normally reach the My Finance Wellness account to which you are making a payment within two working days.
(viii) We cannot accept liability for a payment not reaching the correct My Finance Wellness account due to you quoting an incorrect account number or incorrect personal details.
(ix) Neither can we accept liability if payment is refused or declined by the credit/debit card supplier for any reason?
(x) If the card supplier declines payment My Finance Wellness is under no obligation to bring this fact to your attention.
(xi) You should check with your bank/credit/debit card supplier that payment has been deducted from your account.
(xii) In no event will My Finance Wellness be liable for any damages whatsoever arising out of the use, inability to use, or the results of the use of this site, any websites linked to this site, or the materials or information contained at any or all such sites, whether based on warranty, contract, tort or any other legal theory and whether or not advised of the possibility of such damages.

Refund Policy:

(xiii) If the Customer leaves My Finance Wellness before they complete their service period, there shall be no entitlement to a refund of paid service fees.
(xiv) Refunds, if applicable, at the discretion of the Management, will only be made to the debit/credit card used for the original transaction.