Founded in 2011, Fin@Work was set up to help middle income group get access to quality, unbiased and affordable advice.
We have been in advisory for a while now and like to believe we understand the pain points better than anyone else.
Our belief is that three important but elusive aspects “QUALITY, OBJECTIVITY and AFFORDABILITY ” of advice are achievable through a sensible combination of technology and human touch.
We have assimilated best practices of some of the finest financial planners in the country and our platform is built on the cutting edge technology.
There are so many financial decisions one has to make – budgeting, taxation, contingencies, protection, risk & return trade-off, liquidity, estate etc. Wouldn’t it be nice to have a family office which can help in all these aspects at one place?
As an advisor we believe the biggest value we can add is in quality conversations with our clients. Technology frees us from a lot of mundane tasks and brings a lot of efficiency in the way we operate. At Fin@Work, we believe we have perfected the delicate balance between these two.
Our team comprises of some of the finest financial planners in the country. Nobody understands the finer aspects of this profession better than us. As you use our platform, you will notice those small little things which make all the difference between best and the rest.
Do you feel that your work does not allow you to explore your full potential? Do you want to take control of your career and compensation? Drop us a line, lets get talking!