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The booking platform built for financial advisors and money coaches. Charge for strategy calls, sell financial planning packages, and deliver guides automatically — all from one professional platform.
Free plan available · No credit card needed · Setup in under 10 minutes
Financial professionals face the same revenue leaks every week. The right tools close them permanently.
Free discovery calls attract curious browsers, not committed clients. Charging ₹1,000–₹2,000 for an initial strategy call filters for people who value financial guidance — and are ready to invest in it.
Clients email to book, you reply with available slots, they reply back, you confirm. This is 15 minutes of admin per booking that should happen in 60 seconds.
Your retirement planning templates, debt payoff calculators, and investment trackers are assets your audience will pay for. Selling them requires a proper delivery mechanism — not a Google Drive link in an email.
Potential clients research financial advisors extensively before booking. A professional website with credentials, testimonials, services, and a direct booking form builds the trust that converts visitors into clients.
A 3-month financial planning program is valuable, but explaining it via email proposals leads to back-and-forth and delays. A clean booking page with package options converts faster.
Indian advisors with NRI clients, or global money coaches — managing INR and USD pricing separately is cumbersome. Swanky auto-detects and shows the right currency per visitor.
Set a consultation fee for your first call. Serious prospects pay. Casual enquirers don't book. Your client pipeline becomes smaller, more qualified, and more likely to convert.
Bundle your advisory services into a structured program. Clients buy the package upfront, get a personal session vault, and book individual calls from it. Predictable revenue, committed clients.
Budget templates, investment trackers, debt payoff planners — sell them from your booking page. Clients purchase and receive a secure download immediately. Passive income between client calls.
A complete website with your credentials, areas of expertise, services, client testimonials, and a secure booking form. No web developer, no Wix, no annual hosting fees.
Indian advisors working with NRI clients or international coaches — show INR prices to Indian visitors and USD prices to overseas clients automatically. One platform, global reach.
Add your Zoom or Google Meet link once. Every confirmed consultation sends the client your meeting link, a calendar invite, and a 24-hour reminder. Zero manual effort per booking.
Free to start with up to 5 bookings per month. Paid plans are affordable with zero platform fees — you keep 100% of every consultation fee you charge.
Yes. Clients pay when they book — before the consultation happens. Connect Stripe or Razorpay and every booking is automatically paid for. No more unpaid discovery calls.
Yes. Create packages like "Quarterly Financial Review" or "Annual Advisory Programme" where clients pay the full amount upfront. Predictable, recurring revenue.
Yes. Sell financial planning guides, budget templates, tax planning checklists, and investment primers as digital downloads. Additional revenue between advisory sessions.
Yes. A fully branded booking page with your credentials, bio, services, and pricing. Share it on LinkedIn or your firm's website as your "book a consultation" link.
Stripe supports 135+ currencies for global clients. Razorpay handles Indian clients via UPI, cards, and net banking. Funds go directly to your connected account.
Free to start. Zero platform fees. Strategy calls, planning packages, and financial guide sales — all from one professional platform built for financial professionals.