shweta dalan | Wealthify Well

About

Shweta Dalan is a Chartered Accountant , Certified Financial Planner , AMFI registered MFD and founder of Wealthify Well .She is blessed to be in the profession of Personal Finance, helping clients meet their financial goals by educating them so that they can lead a stress free, financial abundant life.

Practice at a glance

10

Years of Experience

100

Families Served

₹30

Crores Managed

Practice Details

Min Monthly Investment:₹5,000

Min Lumpsum Investment:₹1,00,000

Nature of earnings:Commissions

Mode of Meetings:Physical, Virtual, Hybrid (Physical + Virtual)

Specialises working with:Young Professionals, Women Investors, Senior Citizens / Retirees, Salaried Executives, Professionals (CAs, Lawyers)

Language Spoken:Hindi, Bengali, English

Qualification Completed

CA – Chartered Accountant

CFP – Certified Financial Planner

Licenses Held

AMFI Registered Mutual Fund Distributor

ARN-1593

Education

Formal Education

BCom – Bachelor of Commerce

Industry Education

NISM V-A – Mutual Fund Distributors Certification

Can help you to

Plan Complete Finances

Children’s Goals

Buy a Home

Invest for Goals

Plan Retirement

Save Taxes

Build Wealth

Make a Will / Trust

Buy Right Insurance

Create Emergency Fund

Can help you buy / invest in

Fixed Deposits & Bonds

Other Insurances

Health Insurance

Life Insurance

Mutual Funds

NPS & Govt Schemes

Home Loans

Loan Against Securities

Complimentary Services

Get any of the free services to experience working with shweta.

30 Minute Q&A — Ask Me Anything

Financial Goals Analysis

Financial Health Check-up

Insurance Portfolio Review

Mutual Fund Portfolio Review

Financial Wellbeing Workshop