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Enjoy what you

LOVE

while we manage

your FINANCES

FINGPS




Nurture your

Dreams

by providing a strong

Foundation

FINTAX




Plan your taxes in

Advance

to leap through the

Rush

Fintelligent PORTFOLIOS




Let us help you

Navigate

this path

Intelligently

FINESTATE




Prefer they fight

Bitterly

or accept your

Will Gracefully?

Finsurance




Protect

your loved ones from the

Storms

of life

WHO WE ARE

A new age advisory firm which helps you achieve your financial
goals and build wealth in a structured and scientific way.



WE'RE DIFFERENT

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HOW DO YOU BENEFIT ?

Wide Range of Advisory Services

Our 360o advice is equipped to cover all areas of your personal finance. We are a one stop shop for all your financial needs.

Dedicated Financial Planner

We recognize your need of sharing your financial concerns with someone who can empathize and advise. There will be a dedicated financial planner mapped to you.

Buffet or A la Carte options

We have designed our services and pricing such that you can pick and choose what you need at the optimum cost.

Sophisticated apps to help you act and track

Keep track of your finances on the go. Our app will help you track your goals, portfolio and execute transactions.

PRICING

FinTelligent Portfolio
Free
  • Free Account
  • Goals Planning
  • Portfolio Creation
  • Active Rebalancing
  • Goalwise Tracking
  • Portfolio Reporting
  • We get compensated by Mutual Funds Read our disclosures
FinGPS
7,999/-
  • 360o Financial Planning
  • Cashflow Management
  • Goals Planning
  • Investment Management
  • Insurance Planning
  • Tax Planning
  • No obligation to implement plan
    through us
Value Added Services
  • FinTax
  • 1,500
  • FinSure
  • 999
  • FinEstate
  • 9,999
  • Take any of these services
    INDEPENDENTLY
FinComprehensive
9,500 per annum
  • FinGPS
  • Fintelligent Portfolios
  • FinSure and FinTax
  • Dedicated Financial Planner
  • Periodic Reviews
  • All in One Service
  • Best value for money! Save Rs 1000 over buying individually

MEET OUR TEAM

Saurabh Bansal - Vision and Foundation -

IIT D, IIM L, ESCP-EAP, CFPCM
Experience: 15 yrs

Asad Hasnain - Technology and Architecture -

NIT Tirchy
Experience: 14 yrs

Neeti Trivedi - Financial Advice and Customer Experience -

CA, CFPCM
Experience: 15 yrs

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THE FOUNTAIN HEAD

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What our clients say

Your existing customers are the best source of how well you are doing as a business. We learn a great deal about ourselves from our customers. Here what they have to say

Deepti & Nikhil Kulkarni,  IT Professionals

Both of us are quite busy at work, we never got time to think about our life goals and what will it take to achieve them. We used to get information from various sources (friends, families, newspaper etc) but it used to be quite random and often conflicting. Fin@Work provided us with a questionnaire to help us understand where we were and where we wished to go. There is a well planned thought out approach on where and how we put our money, there is discipline which has come in the way we manage our finances now.

Dr. Benu Gulia, Gynecologist

Given the busy work life and lack of financial knowledge, I did little beyond investing in the mandatory tax saving products. Fin@Work brought the things in perspective, I can sleep in peace now as I know my money is being invested right. Their service involved an in depth analysis of my needs and financial goals and then a tailor made plan exclusively for me. I only wish I had discovered them earlier.

Rama Devi & Jagan Kumar,  Echostar

In the investment market, there are too many options. I didn’t know which ones to invest and randomly invested in past. The yield was not satisfactory, I was not sure if I will be able to achieve my financial goals. Our risk profile was analysed very well by Fin@Work and portfolio was designed accordingly. The goals which we thought were impossible to achieve are very well within our reach now. Even when the market was volatile, we got reasonable returns which increased our confidence on Fin@Work.

Ranjani Raghavan,  Journalist

I have been working on my savings with Fin@Work since 2013. I can certify that Fin@Work team, is not just skilled at managing money -- but also have high levels of integrity and great love for their work. Advisors need to have a good life philosophy -- they ought to teach their clients to not just save money, but also to enjoy the benefits of having money. Fin@Work team meets this criteria and always have excellent counsel to offer.
They are extremely ethical and work with client's best interests at heart. Most importantly, they are very good with steering clients away from bad financial decisions. I fully endorse their work.

Shobha & Piyush Kabra, Cognizant

Even though I have a finance background, I was still struggling to make sense of sheer mass of data available in regards to equity, mutual funds etc. My concern was that my children’s future was secure right from education till marriage. Thanks to the portfolio view I now have of my investments, I can not only track how my portfolio is doing, I can also take quicker decisions and take advantage of market cycles. I can map my investments to my family’s objectives. I now feel we are moving towards the right direction to secure my family’s future.

Sunil Kumar, Retd Scientist, Atomic Energy Dept

In this volatile financial market Fin@work is truly helping middle class customer in preserving their hard earned savings and creating wealth for their better future. I wish more and more savvy investors join them and get in touch with Fin@Work. Their team have very strong credentials and their moto is to serve with the dedication of a loving family member.

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