OMG to ROI
We’re not your typical financial advisor (you’ve probably guessed by now).
🧠 Smart but simple — No jargon, no PowerPoint lectures
🙅🏽♀️ Commission-free, NPO — We don’t push products. Ever.
🌏 Global but personal — Built for NRI women, by NRI women
💖 Rooted in values — We’re not-for-profit, goal-focused, and women-first
Step 1
Let’s see where you stand emotionally, financially, and the colour of Mini Kelly we are looking to buy this birthday
Understand where you are
We do a deep dive on your financial situation and define your goals together on call one. No form to prefill or excels. Just a conversation and Chaai.
✅ Virtual Catch up understanding you
✅ Buidling your financial view, income statement
✅ Understanding long term and short obojectives
Step 2
Before we make you rich, let’s check if your bank app still opens without tears
Your Money your Goals
We build your plan—customized, flexible, and judgment-free. Across the 6 verticals plus dicussing the quick wins and way in which we can maximize our green.
✅ 1:1 sessions with your WealthWiseHer planner
✅ Custom planning across all 6 verticals
✅ WhatsApp & email support for everyday questions
Step 3
Because financial planning is a journey, not a one-night stand - We dont Ghost
We Dont Ghost
Build a foundation of trust with professionals dedicated to delivering tailored business solutions. Ongoing support whenever you need it, however you like it (email, WhatsApp, Zoom)
✅ Monthly check-ins to course correct & celebrate wins
✅ Resources & templates built for NRI life
✅ Zero commissions. 100% aligned with you
Contact us
Interested in working together? Fill out some info and we will be in touch shortly. We can’t wait to hear from you!