Build a Future Ready Workforce with AI-powered learning
One Ecosystem, Smarter Teams and Faster Growth
Transform Employee Training & Performance with Adaptive AI
Key Benefits
LearniX Corporate Suite
Bundle featuring Customised Solutions with Dishant Patra + PaisaPal + MSME AI Suite + AI Simulation Labs.
Best for: L&D, HR, Training Institues, Law Firms and Digital Transformation Teams.
25% increase in workforce productivity
AI-driven tools streamline tasks, reduce workload, and help teams complete projects faster with improved efficiency.
40% faster training completion
AI-guided modules speed up learning, helping teams finish training quickly with better understanding and higher accuracy.
60% higher retention of new skills
AI-powered repetition and practice boost memory, helping learners retain new skills longer with stronger understanding.
CSR & Workforce Development
Leverage Learnix platforms for CSR-based digital skilling initiatives. Provide LearniX Tablets preloaded with upskilling programs for employee families or community outreach.
Digitize your workforce learning ecosystem today.
Shaping the Future of India Across Cities
Interactive Planning Approach
We thoroughly assess your current financial landscape, taking into account both short- and long-term objectives, family dynamics, and evolving priorities. Our dedicated team supports you through every stage of the planning process and significant life milestones.
Fee Only Financial Planning
We operate on a fee-only basis, charging solely for our time and expertise. This model eliminates any commission-based conflicts, aligning our success directly with your financial progress.
Fiduciary Financial Planning
As fiduciaries, we are legally obligated to prioritize your financial well-being above all else. This means every recommendation we make is based on what’s best for you, not for us. Our fiduciary duty ensures you receive advice that is unbiased.
Professionals Only, No Salespeople
Every advisor at United Financial Planning Group proudly holds the prestigious CERTIFIED FINANCIAL PLANNER™, ensuring that every recommendation is made solely in your best interest. We are committed to transparency and integrity — never selling products or earning commissions, but focusing entirely on delivering unbiased financial guidance tailored to your goals.
Achieving Your Vision
Planning for retirement is essential to your long-term financial well-being. At Finovate, our experienced team collaborates with you to identify your retirement goals and crafts a tailored, comprehensive strategy to help you achieve them with confidence.
How Can Our Team Help You to Reach Your Goals
Learning About You
Schedule a 30-minute call with our professional to discuss your goals and how we can help. This phone or Zoom call also outlines who we are and our process.
Organized Meeting
Meet with our team to gather the necessary data for your Financial Plan. We’ll discuss your finances, lifestyle, and goals, including investments, assets, expenses, and income.
Plan Meeting
Our advisor will present your personalized financial plan, ensuring it aligns with your evolving needs and goals, and provide clear steps to help you reach your financial objectives.
Implementation
Your advisor will send a copy of your plan with an actionable list of recommendations. We’ll implement and manage these, keeping you updated.