WealthWings
Get In Touch
541 Melville Ave, Palo Alto, CA 94301,
ask@ohio.clbthemes.com
Ph: +1.831.705.5448
Work Inquiries
work@ohio.clbthemes.com
Ph: +1.831.306.6725

Make Every Purchase Count

Unleash the Hidden Power of Credit Cards: Save 5%-15% on Every Transaction

Invest Smarter with the Power of Compounding

Get what works, skip the rest: Stocks, Mutual Funds, Fixed Deposits, and Bonds

Take Control of Your Taxes

Minimize your tax bill: Explore PF, NPS, ELSS, Insurance, and More

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What can you expect from our services?

We will guide you and ensure you save on every transaction; and hand-hold you to invest your savings to generate maximum returns.

Ongoing 1-on-1 Financial Guidance
Build an Investment Roadmap
Personalized Credit Card Match
Ready for Emergencies
Effective Tax Savings Plan
Daily Financial Habits
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WageSmart – A smart Employee Financial Wellness Program

Employee Financial Health Matters :

69% workers stressed about finances, 72% workers worry about it at work with counter
  • Lost Productivity
  • High Turnover
  • Diminished Job Satisfaction

Our Approach

Understand

We segment and target the workforce based on their career stage, attitude and existing financial literacy levels and then design a custom-made program as per their requirements

Educate

We share practical methods to balance quality of life and a “no-surprise” approach to achieve future financial events and ensure every employee fully understands the various aspects of their financial wellbeing.

Engage

We act as a buddy and ensure consistent engagement for employees towards their individual savings and investment goals. As Financial Experts, we have tasked ourselves to engage employees and change how financial education is delivered and adopted.

Engage

We act as a buddy and ensure consistent engagement for employees towards their individual savings and investment goals. As Financial Experts, we have tasked ourselves to engage employees and change how financial education is delivered and adopted.

If you want to learn more about our unique Employee Financial Wellness Program, click here to schedule a call with us, or reach our representative at contact@wealthwings.in
34% increase in Absenteeism and presenteeism

Happy and Healthier Employees

Productivity

Improved Workplace Productivity

Enhanced Job Satisfaction

Boosted Employee Engagement

Cost Savings for Employers

Employee financial (un)wellness is expensive

If you want to learn more about our unique Employee Financial Wellness Program, click here to schedule a call with us, or reach our representative at contact@wealthwings.in
Workforce financial stress costs employers

13 – 18%
of annual salary

Click on the bar below to find out how much your financially-stressed workforce is actually costing your company.

Frequently
asked
questions.

Does WealthWings have any partnerships with financial institutions?

No, We prioritize providing our customers (you) with the best possible financial product options. To ensure unbiased and impartial advice, we do not partner with any financial institutions to promote their specific products. Any future partnerships that could compromise our ability to provide truly independent guidance would be a violation of our Terms and Conditions.

Does WealthWings recommend specific financial products?

WealthWings does not own or sell any financial products. Our mission is to empower you to make informed financial decisions. We achieve this by:

  • Providing you with the knowledge and tools to understand the key factors that make a financial product suitable for your individual needs.
  • Offering unbiased comparisons and insights into various financial products available in the market.
  • Partnering with you through handholding support to achieve your financial goals by developing and maintaining good financial habits.
What is the WealthWings 7-day money-back guarantee?

We offer a 7-day risk-free trial for all new subscriptions. If you're not completely satisfied with WealthWings within the first 7 days of your subscription, you can cancel no questions asked for a full refund.

Does WealthWings guarantee profits from stock market investments or from any financial product suggestions?

No, WealthWings does not guarantee any investment returns or profits. WealthWings is an educational platform focused on enhancing your understanding of financial products and concepts. We strive to guide you in developing sound financial habits and making informed investment decisions.

Is WealthWings an E-learning platform?

While WealthWings offers educational content, it's more than just an e-learning platform. We believe that personal finance education goes beyond simply learning concepts. It requires a personalized approach that addresses individual needs and provides ongoing guidance to help users integrate sound financial habits into their daily lives.

Reviews

What
people said.

Credit Cards

“If you're looking for a traditional e-learning course, this might not be for you. WealthWings is more about personal guidance and developing long-term financial habits. I particularly appreciate their credit card suggestions, which have helped me maximize rewards”

Suhasini Singh

Assistant Manager, Canara Bank

Investing

“I appreciate the ongoing support WealthWings provides. It's not just about learning the theory; they're there to help you put it into practice. They also demystified value investing, making it understandable even for someone like me who's not a finance professional.”

Aniket Gupta

Assistant Engineer, UP PWD

Mutual Funds

“WealthWings helped me strike a balance between the safety of FDs and the growth potential of Mutual Funds. Their guidance was invaluable in building a well-diversified investment portfolio.”

Sankalpa Das

Manager HR, L&T

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