Chartered accountants and tax practitioners
Income tax filing, tax-saving plans, GST registration and returns.
Supports: Students · Employees · Business Owners · Individuals
Implementation Partners · Do it with an expert
Expert help to turn learning into action.
WENA teaches financial wellness; some next steps are easier with a professional by your side. We connect you with vetted implementation partners — and stay with you until it’s done.
How it works
1
Tell us what you need
A short form or a call — usually right after a WENA session.
2
Get matched
We introduce a vetted partner who fits your need and location.
3
Agree scope & fee upfront
You decide whether to go ahead. No surprises.
4
WENA follows up
We check in to make sure it’s done — and done well.
Partner areas
Financial experts for every next step.
Each partner area supports one or more of WENA’s six financial wellness programs.
SEBI-registered investment advisers
A personal investment plan based on your goals, risk and timeline.
Supports: Employees · Retirees · IndividualsIRDAI-licensed insurance advisors
Reviewing cover, choosing term and health insurance, help with claims.
Supports: All six programsAdvocates and documentation specialists
Wills, nominations, property papers and succession documents.
Supports: Retirees · Individuals & FamiliesBanking correspondents and scheme facilitators
Opening accounts and enrolling in savings, insurance and pension schemes.
Supports: Communities · Employees (frontline)Credit counsellors
Understanding credit scores, planning debt repayment, escaping loan-app traps.
Supports: Employees (frontline) · IndividualsAccountants and MSME finance facilitators
Bookkeeping, cash-flow set-up, Udyam registration and MSME loan schemes.
Supports: Business OwnersCyber-fraud reporting and recovery specialists
Step-by-step help to report financial fraud and secure accounts quickly.
Supports: Retirees · Students · IndividualsVetted
Credentials and references checked before joining.
Licensed where required
SEBI, IRDAI, ICAI and Bar Council registrations verified for regulated services.
Transparent fees
Scope and fee agreed before any work begins.
Followed up
Your feedback decides who stays in the network.
Find a partner
Tell us what you’d like help with.
We’ll reply within 2 working days with a suitable partner introduction.
Implementation partners are independent professionals responsible for their own services. WENA provides education and introductions; where WENA receives a referral fee, this is disclosed before you engage a partner.