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WEALTHRON
One has to prepare to build stamina and speed to be able to win a marathon. Similarly, one has to save and learn about investment to create wealth. We help you run to your financial goals by training your mental endurance.
Wealthron is where you have your inner conversation about money!
Image from pixhere
Financial Wellness Advocate
I am a Financial Wellness Advocate, who helps urban educated women to achieve their financial wellness and I also conduct workshops on various financial instruments.
I have been responsible of managing my family wealth since 2000 from the age of 21. I have 5 years of experience as financial advisor.
To me being wealthy includes freedom of time to pursue what one wants. To work for few hours and lead a comfortable, healthy and fulfilling life.
Educated urban women are understanding the importance of financial literacy and are stepping forward to take up the financial decision making. I am one of them and here to support them.
Qualifications
MCOM & MA in Economics, University of Mumbai
Certification
Life Planning and Investment Advise – International Certification jointly provided by WFAN, Garret Planning Network, PGIM
TESTIMONIALS
BLOG
SERVICES
Take over the reins
in your hands
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Plan all the areas of your life, including finance.
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Assess your relationship with money.
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Learn to spend mindfully
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Set your financial goals realistically keeping inflation and returns in mind.
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Cover the ins and outs of your financial life
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Align your personal and financial goals based on your values in life.
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Have a one page action plan.
These sessions act as a strong motivator to achieve your goals.
SESSIONS - 4
DURATION - 50 mins each
Know your portfolio
An Introduction to financial products
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Fixed Income Deposits
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Bonds
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Insurance
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Gold
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Real Estate
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Mutual funds
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Equities
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Derivatives
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Cryptocurrencies
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Feel financially confident and make money work for you
These sessions will give you an overview of all the basic asset classes.
SESSIONS - 10
DURATION - 50 mins each
Pritha Jangid
STUDENT
The sessions helped me introspect and understand my relationship around money and how deep rooted it is. I feel more clear and confident with what I want my future to look like. My experience was amazing!
Dipali Ghuste
INTERIOR DESIGNER (DESIGN BASICS)
Genuine interest in achieving best for her clients and in- depth knowledge of the financial market makes Chaitali an excellent holistic financial advocate.