πŸ”œ Coming Soon

Guided Advisory, Coming to EnrichMe

Beyond the calculators and self-tracking tools, we're building guided support for the moments that need a second opinion β€” a full financial plan, a retirement number you can trust, or your first Will. Here's what's on the way.

No cost to join the waitlist. We'll only email you when this actually launches.

Five Services

Everything We're Building, in One Place

Each service is designed to work on its own or alongside your EnrichMe data β€” none of it is live yet, so nothing below can be booked today.

Financial Planning

One written plan connecting every goal β€” retirement, a home, your kids' education β€” to a timeline and a savings target.

  • Goal mapping with a target corpus and timeline for each one
  • An investment strategy matched to your risk profile
  • Tax-aware suggestions (old vs new regime, 80C, ELSS)
  • A quick check that your insurance cover is adequate

How it will work

1Tell us where you're at
↓
2We review your EnrichMe data
↓
3Written plan, delivered
↓
4Walkthrough conversation
πŸ”œ Coming Soon

Retirement Planning

Turn your FIRE number into a real accumulation and withdrawal plan β€” EPF, PPF, and NPS folded in.

  • A retirement corpus calculation tailored to your numbers
  • EPF, PPF, and NPS combined into one honest total
  • Withdrawal (SWP) structuring for steady retirement income
  • A buffer built in for rising healthcare costs

How it will work

1Tell us where you're at
↓
2Corpus gap analysis
↓
3Full retirement plan
↓
4Annual check-ins
πŸ”œ Coming Soon

Wealth Management

Ongoing portfolio check-ins, so your investments don't just sit there once the plan is made.

  • Periodic portfolio reviews, in writing
  • Rebalancing suggestions as markets move
  • Tax-aware guidance on gains before you sell
  • A plan refresh whenever life changes

How it will work

1Tell us where you're at
↓
2Portfolio audit
↓
3Advisory plan
↓
4Ongoing management
πŸ”œ Coming Soon

Tax Services

Help making sense of regime choice, capital gains, and filing season β€” without the last-minute scramble.

  • Old vs new regime comparison for your income
  • A plain-language look at LTCG and STCG on your gains
  • ITR filing support, resident or NRI
  • Guidance on business or freelance income structuring

How it will work

1Free tax review
↓
2Written tax analysis
↓
3Personalised tax plan
↓
4Year-round support
πŸ”œ Coming Soon

Estate Planning

Make sure what you've built actually reaches the people you intend it to.

  • Will structure guidance and executor appointment
  • A nomination audit across every financial account
  • A look at whether a family trust makes sense for you
  • Notes on passing on digital assets and crypto

How it will work

1Tell us where you're at
↓
2Written gap analysis
↓
3Coordinated plan
↓
4Ongoing review
πŸ”œ Coming Soon
Service Routing

Which One Might Be Right for You?

A rough guide to where each service will fit β€” tap a card to jump to it above.

The Process

How We're Designing the Experience

The plan is for the first two steps to always be free, for every service.

1

Intro Conversation

Your situation, goals, and where you're starting from.

2

Written Assessment

A position review or gap analysis, delivered in writing.

3

Engagement

Scope and cost agreed upfront, before any work begins.

4

Ongoing Relationship

Reviews and updates as your financial life evolves.

This is the experience we're designing toward β€” not a live service yet. Nothing on this page can be booked today, and no payment is collected anywhere on EnrichMe for advisory services.
FAQ

Questions You Might Have

Is this available right now?

Not yet. These advisory services are still in development. Today, EnrichMe is self-serve β€” calculators, budgeting, and your Financial Fitness Score. Guided advisory is the next phase.

Will this cost extra?

Pricing hasn't been finalized. We'll publish it here before anything launches, and it won't be charged to existing EnrichMe users automatically.

Will it use the data I've already tracked in EnrichMe?

If you opt in, a future advisory conversation could reference numbers you've already tracked β€” your budget, FIRE plan, or Fitness Score β€” so you're not starting from scratch. Nothing is shared without your consent.

Who will actually provide the advice?

We haven't finalized this yet. Details on who delivers advisory sessions, and how, will be published before launch.

Can I get notified when it launches?

Yes β€” create a free EnrichMe account and we'll let you know there first.

Is anything on this page financial advice today?

No. This page describes services we're planning to build. Nothing on it is financial, tax, or legal advice.

Want to be first in line?

Create a free EnrichMe account today β€” we'll email you the moment guided advisory opens up.

Notify me at launch β†’

EnrichMe is a personal finance tracking app. The services on this page are planned and not yet operating β€” nothing here is currently offered, licensed, or regulated, and nothing on this page should be treated as financial, tax, or legal advice.