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About Us

Manage Your Wealth Wisely
with Expert Management.

Your business has generated significant wealth now it is time to manage it expertly. We build personalized, multi-generational strategies for capital preservation, tax-efficient growth, and enduring financial legacy.

95%

Client Satisfaction

150+

Trained Caregivers

80+

Families Served
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Trusted by 500+
businesses nationwide.
Experience the difference of professional financial planning with our proven methodologies.

Effortless GST Filing Stay Compliant, Maximize Savings

Navigating Goods and Services Tax can be complex. Easeupnow makes GST compliance simple, accurate, and stress-free for your business.

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Disorganized Wealth Risk High Taxes and a Confusing Legacy.

Wealth is often disorganized, highly exposed to unnecessary taxes, and lacks the strategic structure required for long-term multi-generational growth.


We build integrated solutions that actively preserve capital, organize complex assets, and ensure your wealth creates a lasting financial legacy.

200+

Clients Guided

10+

Years Experience

5+

Organizations

Our Wealth Management Services

More than investors — true partners in growth. The difference that sets our venture studio apart.

Investment Portfolio Management

Expert guidance to grow and protect your capital while controlling risk.

Estate Planning & Legacy

Protect your family’s wealth across generations and reduce future taxes.

Retirement Planning

Create tax-smart plans to support your secure lifestyle after your business.

Tax Efficiency Planning

Use expert strategies to reduce loss from income and estate taxes.

Risk Management

Strategically protect your capital and assets from market swings and unexpected risks.

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How Easeupnow Makes Wealth Management Simple & Smart

1. Strategic Discovery &
Financial Audit

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We conduct a thorough review of all your personal and business assets, debts, and risks to give you a clear picture of your entire wealth. This helps us find immediate ways to save you money.

2. Integrated Tax &
Investment Planning

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We create personalized, tax-smart portfolio models and use advanced strategies to ensure your investments are growing quickly while being minimally impacted by taxes annually.

3. Personalized Strategy
Development

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We craft a custom, integrated roadmap so you can receive a cohesive, actionable blueprint that actively preserves capital and outlines your legacy strategy.

4. Multi-Generational Legacy Plan

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We develop a clear, legally sound strategy to secure the financial future of your family and ensure your intentions are met without legal complications.

5. Ongoing Review and Adaptation

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We monitor your portfolio all the time, check its performance often, and adjust it when your business or life changes. This way, an expert team keeps your strategy aligned with new opportunities.

This is the first tool developed
FOR and WITH the help of real Project masters..​

SAP S/4HANA

We recognize that managing complex workflow can be overwhelming.

SAP Concur

We recognize that managing complex workflow can be overwhelming.

Cross-Application

We recognize that managing complex workflow can be overwhelming.

Salesforce

We recognize that managing complex workflow can be overwhelming.

Workplay

We recognize that managing complex workflow can be overwhelming.

SAP SuccessFactor

We recognize that managing complex workflow can be overwhelming.

Why Choose Easeupnow for Wealth Management?

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Integrated Tax-First Approach

We build portfolios focused on tax efficiency to protect your growth from unnecessary taxes.

Dedicated to Founder Complexity

We organize complex assets, and unique financial structures.

Focus on Legacy and Transfer

We organize capital to preserve wealth across generations and ensure seamless transfer.

Proactive Risk Mitigation

We use legal structuring and advanced strategies to protect your entire asset base from liability.

Specialized Accounting Built for Your Business

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Our Pricing Plans

Most Popular

Startup

Launching your business with fully compliant formation and investor-ready books.

₹9,999

/ per month

What you will get

Handling all incorporation and EIN setup.

Support for tracking stock, options, and early equity.

Monthly reporting optimized for funding rounds and due diligence.

S-Corp election planning and guidance on tax incentives.

E-commerce / D2C

Mastering multi-platform sales, inventory valuation, and complex sales tax compliance.

₹7,999

/ per month

What you will get

Seamless sync and reconciliation for Shopify, Amazon, etc.

FIFO/LIFO valuation and accurate Cost of Goods Sold tracking.

Monitoring sales tax nexus and compliance across state lines.

Linking ad platform expenses to specific revenue streams for true profitability insights.

Manufacturing

Tracking production costs, inventory levels, and optimizing profitability per unit.

₹12,999

/ per month

What you will get

Detailed tracking of Direct Materials, Direct Labor, and Manufacturing Overhead.

Accurate accounting for goods still in the production pipeline.

Tracking Raw Materials and Finished Goods to prevent stockouts/waste.

Proper depreciation scheduling for heavy machinery and equipment.

Beta Review

What Our Clients Say

Ready to Transform Your Wealth Strategy for Maximum Growth?

Book a consultation with EaseUpNow's wealth management experts. Get a personalized plan to protect your financial future and reach your long-term goals.

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Get Started with Stress Free Finance Journey

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Register your Company

We handle all legal paperwork, documentation, and tax filings to establish your entity quickly and correctly from day one.

Move Your CA Services to Us

We manage the entire handover process from legacy data migration to integrating with our team of certified GST experts ensuring zero disruption to your workflow

Audit your CA Services

Our dedicated experts conduct a thorough compliance audit of your current accounting and filings, identifying risks and optimizing your tax structure.

FAQ's

Top Wealth Management Queries

We offer flexible service tiers. While we generally cater to clients with assets over a certain threshold, we encourage you to contact us for a consultation to discuss your specific needs and if our services are the right fit for you.

Packages

Your trusted partner for all your Financial needs.

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