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Professionals
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Why Choose FinAtoZ?
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SEBI Registered
SEBI Registered Investment Advisors started by IIT &IIM alumni
15+ years of experience
15+ years of experience, focusedon reducing financial mis-selling
100% unbiased advice
100% unbiased advice for professionals planning retirement & kids' education
Get Your Personalized
Investment Plan
Speak directly with a SEBI-registered advisor — no jargon, no pressure.
₹ 13,000 cr+
Client assets in 3 years
4,200+ Application
Clients trust FinAtoZ
20+ Years
Of experience
Best Financial Advisor in Bangalore
If you are looking for the best financial advisor in Bangalore to manage your money, it is not just about numbers. It is more about understanding life goals, responsibilities, and dreams. So if you are a young professional just starting or a seasoned executive planning for retirement, getting a Certified Financial Planner (CFP) to manage your wealth ensures that your wealth journey is strategic, not accidental.
FinAtoZ knows the difference between casual advice and certified financial insights. Every person deserves a financial plan that's as unique as their fingerprint. We are an SEBI-registered financial services company in Bangalore that has a team of certified financial experts, cutting-edge technology, and time-tested frameworks to help you grow, protect, and enjoy your wealth stress-free.
Why You Need a Certified Financial Planner?
Today, managing money is way more complex than it used to be. Thus, when you have a Certified Financial Planner, you get a well-structured roadmap that can help you reach your financial goals efficiently. Here's why hiring the best financial advisor in Bangalore is a smart move:
Objective & Unbiased Guidance
Our aim is not to solely sell products. FinAtoZ is a SEBI-registered advisory firm. This means that we will always act in your best interest.
End-to-End Wealth Management Strategies
Whether it is tax optimisation, insurance, or even retirement planning, every aspect of your financial requirements is taken care of under one roof.
Expertise You Can Trust
Our certified financial consultants in Bangalore have extensive experience in portfolio management, wealth building, and financial risk assessment.
Peace of Mind
Having a professional planner at your side to monitor your goals can help you focus on living your life rather than stressing over market changes.
So, a financial planner in Bangalore helps you move from confusion to clarity and from uncertainty to confidence.
What Our Financial Planning Services in Bangalore Cover?
With the best financial advisors in Bangalore, FinAtoZ believes that financial planning should be as personal as your fingerprint. That's why our financial consultants in Bangalore take time to understand your goals, income, and lifestyle before crafting a plan:
1. Goal-Based Financial Planning
We have the best financial planners on board who can help you identify your short- and long-term goals, from buying a home or funding higher education to planning for retirement. Each investment decision is aligned with your priorities and risk profile.
2. Investment Advisory Services
Looking for the best investment advisor and consultant in Bangalore? Now you can build a diversified, high-performance investment portfolio that delivers higher returns while managing risk. At FinAtoZ, products are recommended based on your needs, not on commissions.
3. Retirement Planning
FinAtoZ has certified financial consultants in Bangalore who design custom retirement plans. It helps to make your post-work life comfortable and independent. We consider inflation, lifestyle, and health expenses to make your money last longer.
4. Tax Planning & Wealth Optimisation
Effective tax planning is one of the key benefits of financial planning. Our team identifies legal ways to reduce taxes while optimising your investments for long-term growth.
5. Insurance Analysis and Risk Management
At FinAtoZ, we first examine your insurance coverage and then identify gaps that could pose a financial risk. Our financial advisors in Bangalore can help you make the right decision when choosing life, health, and asset insurance policies for comprehensive protection.
6. Estate & Legacy Planning
Our financial consultants in Bangalore also help you plan how your wealth will be transferred to your loved ones smoothly through wills, nominations, and trusts.
7. Regular Portfolio Review & Rebalancing
FinAtoZ understands that time changes, and hence, you need a financial plan that evolves with your life situations. We review your investments regularly to ensure you're always on track and make timely adjustments when required.
Why Choose FinAtoZ as Your Financial Advisor in Bangalore?
Bangalore is known for its financial services companies, but FinAtoZ is not just another financial advisor in Bangalore. It stands apart for its ethics, transparency, and proven results.
SEBI-Registered With Client-First Approach
As a SEBI-registered firm, we are legally bound to provide advice that serves you, not product sellers, making us one of the most trustworthy financial consultants in Bangalore.
Professional and Qualified Team of Financial Advisors
Our Certified Financial Planners (CFPs), CFAs, and IIT/IIM graduates bring both global financial expertise and local market understanding to craft the perfect plan for you and offer you the best financial planning benefits.
Personalised & Transparent Planning
We know that a financial plan cannot be one-size-fits-all. Every recommendation made by our advisors is backed by detailed analysis and tailored to your personal goals, making us the best financial advisors in Bangalore.
Tech-Driven Financial Insights
FinAtoZ integrates advanced digital tools to track, manage, and optimise your investments in real time, thus making financial planning simpler and smarter.
Proven Track Record
Our clients trust us for the consistent, transparent, and goal-oriented results we deliver. Our retention rate is one of the highest among financial advisors in Bangalore.
Financial Planner Benefits You Can Expect
Getting on board with FinAtoZ offers measurable financial planning benefits that go beyond returns:
- Clear, achievable financial roadmap
- Improved investment performance and tax savings
- Well-balanced risk and protection strategy
- Reduced financial stress and decision fatigue
- Confidence in every money move you make
Why is FinAtoZ the Best Investment Advisor and Consultant in Bangalore?
FinAtoZ aims to offer you services that are simply the best. Here is why FinAtoZ is the best investment advisor and consultant in Bangalore:
- Based in Bangalore, we cater to NRIs and professionals across India.
- There are no hidden commissions and no product bias.
- Every client gets a dedicated financial advisor and periodic plan reviews.
- From wealth creation to retirement, we cover it all.
- Integrity and honesty are at the heart of everything we do.
Begin Your Financial Journey Today with FinAtoZ
No matter your financial goals, the right financial advisor in Bangalore can make all the difference. This is the time to take charge of your finances, and FinAtoZ is here to stay by your side with every financial decision. We are the best investment advisor and consultant in Bangalore, trusted by thousands of clients for holistic financial planning.
What We Do
Certified adviser to create your personalized financial plan
- Your dedicated financial planner will review your current financial situation in a 1-on-1 meeting
- Quantify your financial needs to answer important questions like child education planning and retirement timing
Highly qualified team to handle your investments as per your risk profile
- Investment team backed by solid research identifies the most suitable financial products for your goals
- All investments are adjusted based on market conditions and available duration for each goal
Periodic reviews with your adviser to keep your financial journey on track
- Annual review meetings incorporate new information like family changes or career developments
- Adviser reviews investment journey and suggests remedial actions to ensure goal accomplishment
Get Expert Financial Advice
Book an introductory call with our Certified Financial Planner to explore how we can help you achieve your financial goals.
What's Our Process
We plan for your goals, Invest in right products, and track them based on market conditions to achieve your goals
Plan Your Goals
A personalised Financial Plan for your life goals.
Step 01.
Step 02.
Invest Smartly
Investment management based on your risk profile and goals..
Track And Re-balance
Constant tracking and re-balancing based on market conditions..
Step 03.
Get Expert Financial Advice
Book an introductory call with our Certified Financial Planner to explore how we can help you achieve your financial goals.
Research Process
Don't worry - we follow our proven 4P 1R Research Process for smart investment product selection!
Process
The process followed by a particular investment product.
Performance
The risk adjusted performance of a particular investment product.
People
The management pedigree of a particular investment product.
Portfolio
The management pedigree of a particular investment product.
Risk
Indicates potential downsides or uncertainties linked with an investment decision.
Get Expert Financial Advice
Book an introductory call with our Certified Financial Planner to explore how we can help you achieve your financial goals.
FAQ's
Q2 How do FinAtoZ's financial planning services in Bangalore work?
Our financial planning services in Bangalore begin with understanding your goals, risk profile, and cash flow. We then design a detailed plan covering investments, insurance, tax planning, and retirement strategies. Regular reviews and portfolio rebalancing ensure you stay on track as life evolves.
Q3 Does FinAtoZ provide investment advice?
Yes. FinAtoZ is recognised as one of the best investment advisors and consultants in Bangalore, offering professional portfolio management across mutual funds, equities, and debt. Every recommendation is tailored to your risk appetite and long-term goals.
Q4 Is FinAtoZ a SEBI-registered financial advisor in Bangalore?
Yes. FinAtoZ is a SEBI-registered investment advisory firm, which means we operate under strict fiduciary standards and legal guidelines, always putting your interests first.
Q5 What are the key financial planning benefits of working with FinAtoZ?
The financial planning benefits include a clear financial roadmap, reduced risk exposure, optimised tax planning, and a disciplined approach to wealth creation. With FinAtoZ, your plan evolves as your life changes.
Q6 What kind of returns can I expect when investing through FinAtoZ?
While returns depend on market performance, our focus remains on long-term, risk-adjusted returns. We prioritise consistency, diversification, and disciplined investing over short-term speculative gains.
Get Expert Financial Advice
Book an introductory call with our Certified Financial Planner to explore how we can help you achieve your financial goals.
Customer Reviews
Dr Amit Jain
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."
Mr. Sundarajan
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."
Gaurav Gupta
Director / Flipkart, Bangalore
"I am impressed with their research capability and the way they moved my equity
investments into debt even before the market became volatile."
Get Expert Financial Advice
Book an introductory call with our Certified Financial Planner to explore how we can help you achieve your financial goals.
Founders
Deepak Jain
Co-Founder & Head of Customer Engagement
Deepak brings over 17 years of experience in delivery excellence and customer
engagement. In his previous role, he was heading the Customer Delivery & Excellence team
at Tech Mahindra UK division. He has worked across the globe from Asia, America, Europe
and Australia with several prestigious customers. Deepak is passionate about the
Personal Finance space and wants to spread financial awareness amongst the masses. He
did his MBA from IIM-B and graduation from IIT-R.
Shrikant Kolhar
Co-Founder & Head of Technology and Analytics
Shrikant brings more than 15 years of Tech experience as Solution Architect and Lead
consultant. He was early team member of i2 technologies. Ex-COO of Calm.io which got
recently acquired by Nutanix Inc. He has a PhD in Economics from IIM-B and is passionate
about use of technology in Finance.
Shailendra Kumar
Co-Founder & Head of Sales and Marketing
Shailendra holds certification in Financial Markets from Yale University (US) and B.E in
Electronics from IIT-Roorkee. Shailendra has over 17 years of experience in Sales &
Delivery of complex projects in embedded mobile domain. He has strong entrepreneurial
instincts and has a goal of developing a process driven and scalable financial advisory
company. He believes that Technology can be leveraged to provide affordable and high
quality financial advise to masses.
Meet Our Financial Advisors
Our team of experienced financial advisors and wealth managers brings extensive expertise to help you achieve your financial goals with personalized strategies and professional guidance.
Sani Koshy
AVP – Advisory & Planning
Advisory
Shrikant Singh
VP – Advisory
Advisory
Shruthi H Jayadevappa
Head – Insurance & Sr Financial Advisor
Advisory
Atul Ranjan
Financial Advisor
Advisory
Varsha Gaikwad
Financial Advisory
Advisory
Gunupudi Ganga Tejaswi
Wealth Manager
Advisory
Anshuman Meher
Wealth Manager & Global Analyst
Wealth Management
Daley Mathias
Senior Wealth Manager
Wealth Management
Chandrashekar M
Wealth Manager
Wealth Management
Varsha Vivek Shanbhag
Associate Wealth Manager
Wealth Management