Our Services
Smart financial decisions for real Indian families
WinFly helps you organise your investments, loans and insurance in one advisory framework. We do not push random products – instead we align everything to your goals, cashflows and risk profile.
Investments & Wealth Creation
Goal-based mutual fund & investment planning for long-term wealth creation, children's education, retirement and other life goals.
- • Goal-wise SIP planning & top-up suggestions
- • Asset allocation as per your risk profile
- • Portfolio clean-up & duplicate schemes removal
- • Review & rebalancing at regular intervals
Loans & Debt Management
Right loan structure, EMI planning and refinancing suggestions so that aapke liabilities manageable rahein and growth continue rahe.
- • Home, personal, business & LAP advisory
- • EMI-to-income analysis & debt stress check
- • Consolidation & balance transfer strategies
- • Prepayment vs investment comparison
Insurance & Protection
Term plan, health cover and other protection tools ko structure karke family ki financial security ko priority pe rakhna.
- • Term insurance gap analysis
- • Health insurance planning for family & parents
- • Existing policies ki review & clean-up
- • Protection-first framework before investing
How WinFly works with you
WinFly follows a hybrid advisory model – structured digital process + human guidance. Execution hamare partner platforms ke through hota hai, but planning & clarity WinFly provide karta hai.
Step 1
Financial health check
Income, EMIs, goals, insurance aur emergency fund ko map karke ek WinFly Financial Health Score banaya jata hai.
Step 2
Action plan & structure
Goals, loans & protection ko priority-wise arrange karke ek practical roadmap banaya jata hai jo real-life cashflow se match kare.
Step 3
Execution via partners
Investments, loans aur insurance ka execution hamare partner platforms ke through hota hai – saari documentation & process me WinFly aapke saath rehta hai.
Partnered Platforms & Alliances
WinFly khud product issuer nahi hai. Hum curated, compliant partner platforms ke saath milkar aapko execution options dete hain – taaki aapko saari services ek hi advisory framework me mil sakein.
*Logos belong to respective companies. WinFly acts as an intermediary / distribution partner as per applicable guidelines.
Through Wealthy platform, WinFly helps clients execute mutual funds, market-linked products and select insurance solutions with proper tracking and reporting.
- • Goal-based SIP execution
- • Portfolio tracking dashboard
- • Digital documentation & KYC
InvestKraft network ke through WinFly home loan, personal loan, balance transfer jaise options evaluate karne me help karta hai – with focus on overall EMI suitability.
- • Multi-bank loan options
- • EMI impact assessment
- • Documentation guidance
Business owners ke liye WinFly, Lendingkart ecosystem ke saath milkar working capital & business loan requirements ka structure analyse karta hai.
- • MSME focused funding options
- • Cashflow-based assessment
- • Growth-focused loan structuring
Confused where to start? Let's map your current situation first.
WhatsApp / call par ek 15–20 min discovery call se hum aapke loans, investments & insurance ka high-level health check kar sakte hain.