Turn every young client intake into a structured financial plan
YouthPath gives financial advisors in India a repeatable assessment workflow for clients aged 18–30 — the segment every advisor has but no tool was built for.
India's advice gap is the largest it's ever been
77% aware, only 26% have a plan
India's youth financial planning gap
35,800+ youth
reached by structured planning programs globally — proving demand
₹999–₹2,499/mo
Defensible price range for advisors who save 2–3 hours per intake
Zero India-specific tools
No competitor combines local benchmarks + youth assessment + advisor workflow
WealthMap India, MeraSip, ET Money — all consumer-first. YouthPath is built for the advisor who needs a clinical intake tool, not a budgeting app.
Five dimensions. One structured advisor deliverable.
YouthPath maps the full financial picture of young clients — not just what to invest, but whether they're ready to.
Essential Living Cost Benchmark
Localized by city, family situation, and life stage across Tier 1 Indian cities.
Cash-Flow Viability Check
Income vs. committed expenses vs. discretionary spending — mapped in a single session.
Emergency Savings Gap
Quantified buffer requirement before any investment recommendation is made.
Goal Prioritization Matrix
Goals ranked by urgency, affordability, and time horizon — not generic priorities.
Advisor Action Plan Output
A process-driven deliverable the advisor can present, file, and revisit. Every time.
Every session ends with a structured output — not a conversation that trails off.
A full client assessment. In one session.
Run the Guided Intake
Answer a structured questionnaire with your client: income patterns, essential expenses, liabilities, and short-term goals. No freeform notes — a repeatable protocol.
Get the Scored Assessment
YouthPath surfaces a clear financial picture: cash-flow viability, emergency gap, and a prioritized goal list — all localized to Indian living costs.
Deliver the Action Plan
Present a structured, shareable plan the client can take home. File it. Revisit it. The starting point for an ongoing advisory relationship.
Built for the advisor. Built for India. Built for 18–30.
RightCapital and eMoney were built for US HNI clients. ET Money and Kuvera were built for consumers. YouthPath is the first advisor-facing diagnostic tool built for India's youngest clients.
Built around Indian advisor economics
Save 2–3 hours of intake work per client. Priced for the Indian advisory market.
- ✓Up to 10 active clients
- ✓Full intake assessment workflow
- ✓PDF plan output
- ✓Email support
- ✓Up to 50 active clients
- ✓Everything in Starter
- ✓Goal prioritization matrix
- ✓City-wise living cost benchmarks (6 Tier 1 cities)
- ✓Priority support
- ✓Unlimited clients
- ✓Everything in Growth
- ✓Team access (up to 3 advisors)
- ✓White-labeled PDF reports
- ✓Dedicated onboarding call
FAQ
Common questions
Start turning young clients into long-term relationships.
Request early access. We'll set up a guided demo with a real client scenario.
Request Early AccessNo commitment. No credit card. Just a structured conversation.
