Most of us focus on short term returns while selecting financial products and ignore the big picture. What really matters in the long term is to have adequate funding for our child education and retirement goals.
We understand the value of your hard earned money. Partner with us to secure your financial journey and manage your investments.
1. Certified adviser to create your personalized financial plan: Your dedicated financial planner will review your current financial situation in a 1-on-1 meeting. Outcome of this meeting is to quantify your financial needs. This will allow you to answer important questions like how much money is enough for your child to realize her dream education (child education plan), and how early can you retire (retirement plan).
2. Highly qualified team to handle your investments as per your risk profile: Our investment team backed by solid research will identify most suitable financial products for you to achieve your financial goals as per the plan. All these investments are adjusted based on market conditions and available duration for each goal on your behalf.
3. Periodic reviews with your adviser to keep your financial journey on track: During this annual review meeting your adviser will go through comprehensive checklist to incorporate any new information in your financial plan e. g. new family member, career changes etc.. Your adviser will also review the investment journey during the year and suggest appropriate remedial actions to ensure successful accomplishment of your goals.
We are a SEBI Registered Investment advisory company, started by techie founders who understand the value of human connect in important decisions like investments. Our online platform enables you to connect and interact with your adviser seamlessly. It is a state of the art secure platform which enables you to login anytime and get details about your financial journey. Our offering ensures that, requisite investments are done and managed by our proprietary model FinAtoZ Timing Model (FTM), which generates good returns with minimal risk.
An event which we keep very close to our heart as it comprises of the people who have been our constant support in growth i.e. our customers. This is an event which allows customers to network with our team working behind the screen as well as with other customers. We also launched our much awaited FinAtoZ Planning Platform.
Manager/ Ericsson India Global Services
"5yrs ago I started saving for my son's Subhraneeel education. My Bank Relationship Manager told me to invest in a child education plan, that will give me 10 lakhs on maturity. Over the years I realized that neither the maturity amount is adequate, nor the returns are appropriate. when I discussed this financial goal with my advisor at FinAtoZ, they helped me correct my investment decision. As a result, I surrendered the child education policy and moved that money to their recommended Mutual Funds. I have also increased my monthly savings for this goal. Now, I know that my child education goal is on track. I am confident to provide proper higher education to Subhraneel."
"I am impressed with their research capability and the way they moved my equity investments into debt even before the market became volatile."
VP / Wipro
"It’s been a great learning experience with FinAtoZ, to better understand, learn practically the complex world of mutual funds with a systematic process of wealth creation."
Sr. Pathologist, Qatar
"I can now invest with complete peace of mind and focus on my core competence. They have a phenomenal team with impeccable track record."
Fellow 2017/ Teach For India
"Early retirement is something that requires comprehensive financial planning and trustworthy partners to help you meticulously execute that.I am fortunate to have been associated with FinAtoZ for both these needs! Today I am amidst a new journey in my life trying to pursue all my dormant passions of education, music and other art forms but with absolutely no worries about my finances.Thank you FinAtoZ for enabling me to achieve this!"
Adjunct faculty IBS, Bangalore
"I was aware of instruments like FD, Post Office Deposits, Corporate Bonds etc which gave me lesser than inflation returns. I did not know how to better manage my funds post retirement (including PF). Moreover, I had to stand in queue to withdraw my money & update my passbooks. I had to file income tax returns since I was getting tax on interest on FDs. FinAtoZ helped me to move my corpus into tax efficient debt funds. I have put in a systematic withdrawal for my monthly expenses. Moreover, my tax liability has gone down drastically.They helped me to put my son as nominee everywhere which gives me a big peace of mind."
"I am fortunate to find a credible and reliable partner who takes timely action based on market conditions. I would recommend all salaried folks to outsource their personal finance to FinAtoZ."
Product Manager, GE Healthcare
“Financial Planning is must for all first time investors. It simplifies the entire financial needs of an individual and helps you plan for your goals. For example, I never thought that I needed a corpus of almost 6 Crores for my retirement. My customized plan, explained clearly on how to realise my financial goals.”
CEO, Dream Orbit
“FTM is a great product for creating long term wealth. Now I am not bothered with the daily gyrations of stock market and I am rest assured that my investments are handled by thorough professionals who are acting in the best of my interests”