Give wings
to your finance.
Simple, honest guidance on insurance and investments for families, salaried professionals and business owners, so you can face life's surprises and work steadily towards your goals.
Our Services
From the right insurance cover to a disciplined investment plan, we help you choose products that suit your needs, budget and stage of life.
Life Insurance
Plans that keep your family financially secure and help you save for the future.
- Term
- Life cover
- Endowment
- Unit Linked (ULIP)
- Single premium
Health & Accident
Cover for hospital bills and for accidents, for you and your family.
- Health
- Family floater
- Personal accident
- Accident
Motor Insurance
Cover for your car and other vehicles, with timely renewals and claim support.
- Car
- Two-wheeler
- Commercial vehicle
Home & Property
Protect your house and valuables against fire, theft and other damage.
- House
- Building
- Jewellery
- Fire
- Theft
Shop & Office
Cover for your shop, office, stock and equipment, so one bad day doesn't stop your business.
- Shop
- Office
- Fire
- Theft
Corporate & Group
Policies for companies, employees and goods in transit.
- Group health
- Corporate group
- Key man
- Marine
- Shipment
Mutual Funds & SIP
Invest with a monthly SIP or a lump sum, in schemes matched to your goals and comfort with risk.
Corporate FDs & Bonds
Fixed-income options such as corporate fixed deposits and corporate bonds, for steadier needs.
Loans
Help finding and applying for a loan that suits your need and repayment capacity.
Personalised Portfolio Planning
A mix of investments built around your goals, time horizon and risk profile, reviewed regularly.
Family Wealth Management
Bringing the whole family's investments and insurance together in one organised plan.
Goal-Based Planning
Retirement, children's education, a new home: we help you plan and save for each goal.
Money skills for every stage of life
Interactive financial literacy programs that teach saving, budgeting, insurance and investing in simple, practical language.
Schools
Saving habits, needs vs wants and the basics of money for young students.
Colleges
Budgeting, first salary, credit and starting to invest early.
Corporates
Workshops for employees on tax, insurance, investing and retirement.
Women
Sessions that help women manage, protect and grow their own money with confidence.
Summer Vacation Specials
Fun, activity-based money programs for children during the summer break.
Money Quest: a summer workshop for kids
Children learn about earning, saving and spending wisely through stories, games and simple activities. Sessions run online, so kids can join from home.
Ask About the Next Batch
Financial literacy in action
Glimpses from Richa Gupta’s sessions, helping women, educators and students understand saving, insurance and investing in simple words.
Talking money with women entrepreneurs
Richa Gupta speaking at Mompreneur Circle, a community of women entrepreneurs and mothers, on how women can take charge of their own finances.
A safe space to talk about money
Many women hesitate to ask questions about money, insurance or investments, whether it is about their own savings, a family decision, or starting over after a big life change. At Financial Wingz you can talk freely, without hesitation and in complete privacy, with Richa Gupta, a woman who understands.
- Private and confidentialWhat you share stays between you and us. We never discuss it with family members or anyone else without your permission.
- No question is too smallAsk anything, at your own pace, in simple language. No judgement and no pressure to buy.
- One-to-one with a womanSpeak directly with Richa, not a call centre.
- Your way, your timeWhatsApp chat, a phone call, a video call, or a quiet meeting at our office.
Start a private conversation
Send a message on WhatsApp. Only Richa will read it.
Chat privately on WhatsAppor
Request a private call backYou can also join our women-only financial literacy sessions. See programs
A clear, four-step process
No jargon and no pressure. We explain every option so you can decide with confidence.
Understand
We listen to your family situation, income, existing policies and goals.
Plan
We map out the cover you need and an investment approach suited to your goals.
Implement
We handle the paperwork, KYC and onboarding so getting started is easy.
Review
We review your plan regularly and support you with renewals and claims.
Financial Tools
Free calculators to help you plan. Try different numbers, then talk to us about a plan that fits you.
SIP Calculator
Small monthly amounts, invested regularly over many years, can add up. Move the sliders to see an illustration.
For illustration only. The return rate is an assumption you choose, not a promise or a forecast. Mutual fund returns are not guaranteed and can be negative.
Lumpsum Calculator
See how a one-time investment could grow if left invested for a number of years.
For illustration only. The return rate is an assumption you choose, not a promise or a forecast. Mutual fund returns are not guaranteed and can be negative.
Goal Planner
Have a target in mind, like a child’s education, a home or retirement? Find the monthly SIP that could help you get there.
For illustration only. The return rate is an assumption you choose, not a promise or a forecast. Mutual fund returns are not guaranteed and can be negative.
Life Cover Estimate
How much life insurance might your family need? This rough estimate looks at the income your family would lose, loans to repay and cover you already have.
A simple rule-of-thumb estimate, not a recommendation. Your actual need depends on expenses, goals, dependants and savings. Talk to us for a proper assessment.
Helping families take flight, financially
Financial Wingz was started by Richa Gupta, an MBA in Finance, with a simple belief: good financial decisions should be easy to understand. With more than 10 years of experience in insurance and investments, we work with families, professionals and business owners in Ghaziabad, Delhi NCR and across India.
We take time to understand your needs before suggesting anything, explain every product in plain language, and stay with you after you invest, for reviews, renewals and claims.
Questions people often ask
Is the first consultation really free?
Yes. The first conversation is to understand your needs, with no obligation to buy anything.
How much life insurance do I need?
It depends on your income, loans, dependants and goals. We help you work out a sensible cover amount during the consultation.
What is a SIP?
A Systematic Investment Plan lets you invest a fixed amount in a mutual fund every month. It builds the habit of saving and spreads your purchases over time.
Will you help me when I need to make a claim?
Yes. We guide you through the documents and follow up with the insurer to help your claim move smoothly.
Can schools or companies book a financial literacy session?
Yes. We run programs for schools, colleges, corporates and women's groups, plus special summer vacation programs for children. Contact us to plan a session.
Do you only work with clients in Ghaziabad?
No. You are welcome at our Vasundhara office, and we serve clients across Delhi NCR and India over phone and video call.
Book a free consultation
Tell us a little about what you are looking for and we will call you back.
- Phone / WhatsApp+91 99100 99314
- OfficeGate No. 5, 861, First Floor, Friends Society,
Sector 12, Vasundhara, Ghaziabad,
Uttar Pradesh 201012 - HoursMon–Sat, 11 AM – 6 PM
