DhanWise connects you to verified financial advisors across India to help you get a personalized financial plan right from the comfort of your home.
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Why Financial Planning?
Almost no one knows how much to invest on a monthly basis to achieve their goals like saving for child's education, buying a house, while also maintaining their lifestyle when they retire.
Your plan will give you clear recommendations to optimize your borrowings, investing and insurance.
Get Your Financial Plan
How it works?
Tell us about yourself
Answer some easy questions about your family's finances, future goals like child's education, buying a house etc
Speak with an advisor
You’re bound to have questions. Our experienced advisors will make sure everything makes sense and you feel good about your plan
Review your plan
You’ll see exactly where and how much to invest on a monthly basis, how to optimize your borrowings and what insurance to buy.
Sample Plan: 30 year old Salaried Employee
Sachin Shah is a 30 year old Senior Software Engineer, working at an IT services company in Bengaluru. He and his wife want to plan for their retirement and also want to save for their child's education, wedding and for buying a car.
View Sample Plan
How much does it cost?
We have 2 kinds of advisors on DhanWise - commission based advisors and fee-only advisors. Both the models have their pros and cons. Read this What is the difference between fee-only and commission based advisors?.
The fee will depend on the kind of advisor you decide to go with.
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Meet Our Advisors
Life’s good when you have a plan
Just about anyone you can talk to about your money is a bank or insurance salesperson. As a result, wealthy people tend to get biased advice, and non-wealthy people tend to get nothing at all.
At DhanWise, the advisors will provide you with un-biased advice. Your plan is mathematically sound and 100% in your best interest.
Get Your Financial Plan
Still have a few questions?
Here are the answers to some questions we’re frequently asked by people.