Discover - How it works
Discover How Smart Financial Planning Starts Here
See how our AI-powered system guides you from raw data to real financial clarity – in just a few steps.
How It Works? Process flow
Step-by-Step Flow: A comprehensive guide that breaks down each phase into steps for a clearer and enjoyable investment journey.
What You Will Be Providing Us
You provide your financial information to us, which is essential for calculating your financial score. This score will enable us to create a tailored financial plan for you.
Discover the latest insights, strategies and updates that keep your financial journey on track
- Income (Salaries, Incentives, Bonus, Dividends etc.)
- Expenses (Rent, Fuel, Groceries etc.)
- Loans ( Vehicle Loan, Personal Loan, Home Loan )
- Assets ( Mutual fund, Fixed deposits, Gold, etc )
Inputs supported: Upload, type-in, or API sync (bank statements, etc.)
AI Analyzes Your Data
By sharing your financial information, we can analyze your data effectively. This analysis is crucial for determining your financial score, which will help us develop a personalized financial plan just for you.
- Calculates net savings
- Derives expense-to-income ratio
- Detects hidden leakages
- Compares ideal vs. current
Your Financial Score & Health Report
Your Financial Score & Health Report: By providing your financial details, we can thoroughly assess your data. This assessment is essential for calculating your financial score, enabling us to create a tailored financial plan specifically designed for you. Get a personal score based on 5 key financial areas
Get a report based on 5 key financial areas:
- Liquidity
- Stability
- Growth Potential
- Debt Burden
- Financial Stress Index
Instant Insights + Smart Recommendations
When you share your financial details, we can efficiently assess your data. This assessment is essential for calculating your financial score, enabling us to create tailored insights and smart recommendations just for you.
- Fix overspending habits
- Improve your debt ratio
- Plan for upcoming financial goals
- Find investment gaps
Ongoing Monitoring & Alerts
Share your financial information for continuous monitoring, enabling us to provide personalized alerts and updates to keep your financial health on track.
- Real-time alerts
- Periodic review reminders
- Financial check-up every 90 days
Smarter Tools for Smarter Wealth
Discover the powerful capabilities that make WMS your all-in-one platform for tracking, planning, and growing your wealth—backed by smart automation and real-time insights.
AI-Powered Score
Get a comprehensive overview of your financial health in just 60 seconds.
Smart Expense Tracker
Uncover hidden spending leaks and avoid unnecessary expenses.
Goal Planner
Roadmaps tailored to help you reach your dreams.
Product Suggester
Find investment options aligned with your goals.
Secure Platform
Bank-level encryption to protect your data.
Human Support
Talk to advisors whenever you need guidance.
Our users don’t just manage wealth—they grow it.
Check out how our users have made smarter investment decisions that empowered them to grow, manage and maximize their wealth with confidence.
I never knew I was overspending by 22% every month!
WMS truly helped me buy freedom from a toxic relationship, the flexibility to spend time with my kids, and the ability to pursue my biggest dreams.
This is the financial clarity I wish I had 10 years ago
WMS has removed the stress of money from my life and in doing so has helped make me a better husband. It's like I got to remove a personal flaw I had never been able to fix.
I slayed $30K of debt, reclaimed my freedom, and now I'm living wild and free.
I now live a life of empowered spending and am headed for an early retirement, knowing I'll never have to compromise my values for a paycheck.
The AI-powered insights
have transformed how I approach money.
Saved for my dream home
in just 18 months.
Frequently Asked Questions
Frequently Asked Questions (FAQ)
