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SyncWealth
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Subject: You're in — SyncWealth Early Access
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SyncWealth is building the technology infrastructure for India's next generation of financial advisors. Starting today: a full toolkit of client planning calculators — white-labeled with your firm's name, free during early access — so every conversation looks like it came from your practice, not an app.
Your Toolkit
33
calculators, one login
Built Around
8 Life Events
Emergency Fund to Retirement
Pricing
Free
during early access
33
Tools in the toolkit
6
Tool categories
8
Life events covered
100%
White-labeled to your firm
₹0
Cost during early access
Great advice gets lost in generic spreadsheets and calculators that carry someone else's name — not yours.
Retirement, education, insurance adequacy — recalculated by hand or in a spreadsheet, for every single client.
Free calculators online work fine — but they hand your client to someone else's name, not your practice's.
The hours spent building the number are hours not spent explaining what it means for your client's life.
Every calculator your client conversations need — organized the way advisors actually plan, not the way apps are usually built.
04
Financial Health Check, Safety Net Planner, Risk Profile & Risk Capacity Check
09
Retirement Number, Child's Future Fund, Home Buying Plan, Financial Freedom Age & more
07
MF Quick Calcs, Step-Up SIP, Monthly Income Planner, Capital Gains Tax & more
03
Health Cover Check, Life Cover Need, Term vs Endowment/ULIP
04
Prepay vs Invest, Debt Payoff Optimizer, Home Loan EMI, Loan Against Securities
06
Time Value Solver, True Return Finder, EPF/NPS/PPF Projector, Tax Regime Comparison & more
33
Every calculator, free during early access — more added as the toolkit grows.
When your client opens a SyncWealth calculator, it should feel like it came from you — because it did. Your name, your firm, your relationship.
Sharma Wealth Advisors
Powered by your SyncWealth toolkit
Retirement corpus needed
₹4.82 Cr
On track — 68% funded
01
Tell us your name and firm — takes under a minute.
02
Your firm name goes on the toolkit before your clients ever see it.
03
Bring every client conversation into one consistent, branded toolkit.
Join the waitlist — early access opens on a rolling basis, firm by firm.