- Personalized Wealth Advisory Service
Personal Wealth Advisory Course
Your Money. Your Goals. & Your Personalized Plan
Every person’s financial journey is different — so your wealth strategy should be too. The Personal Wealth Advisory Program by Mitesh Kumar gives you a customised financial roadmap designed around your income, goals, lifestyle, and risk appetite.
- 100% Personalized Planning
- Practical & Simple Guidance
- Long-Term Wealth Focus
What This Advisory Includes
A step-by-step, structured approach to building and managing your wealth safely and smartly.
1. Complete Financial Assessment
Understand your current income, expenses, liabilities, savings pattern, and financial gaps.
2. Goal-Based Financial Planning
Personalised financial planning aligned with your goals, lifestyle, and future security.
3. Smart Asset Allocation
Strategic asset allocation tailored for growth with minimal risk exposure.
4. Building Multiple Income Streams
Identify and structure passive and alternative income options aligned with your profile.
5. Portfolio Review & Correction
Fix weak investments, rebalance holdings, and strengthen long-term returns.
6. Monthly Progress Tracking
Ongoing monitoring and guidance to help you stay consistent with your wealth plan.
Designed for Beginners
Start from zero. No prior finance degree needed.
Target Audience
Who This Advisory Is For
Complete beginners with zero market knowledge
Students & working professionals seeking passive income
Anyone who wants to learn investing safely
People who want to build long‑term wealth
Those who are afraid to start but want proper guidance
Why This Advisory Works
Most people struggle because they follow generic advice. This program focuses on Personalisation, Clarity, and Long-term Stability
No generic or copy-paste financial plans
No complicated jargon or confusing structures
Clear, personalised, and logic-based wealth strategies
“This advisory is designed to bring clarity and structure to your financial life — not confusion or pressure.”
— Mitesh Kumar, Founder & Mentor
Founder & Mentor
Outcome: What You Will Achieve
- Understand how the stock market really works
- Know exactly where to start
- Structured asset allocation plan
- Passive income strategy aligned to your goals
- Monthly action steps for execution
- Greater confidence and control over your money
This is the first step toward building a financially free life
Ready to Begin?
Start your stock market journey with clarity and confidence. Join the Basic Stock Market Course by Financial Freedom Edge.
Trainer: Mitesh Kumar
Founder & Mentor