Trusted Financial
Advisors for Busy
Professionals
Get a Personalized Investment Plan in Just 30 Minutes"
Speak directly with a SEBI-registered advisor — no jargon, no
pressure.
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
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 My bank provides me mutual fund services free of cost. Why should I pay for your services?
Our services go beyond basic mutual fund transactions. We provide personalized financial planning, regular portfolio reviews, tax optimization strategies, and dedicated support to help you achieve your financial goals efficiently.
Q3 Can you help me analyse my existing investments?
Yes, we offer comprehensive portfolio analysis services. Our experts will review your current investments, assess their performance, identify gaps, and suggest improvements to optimize your portfolio for better returns.
Q4 In case of contingency, how much time would it take to get my money back?
For liquid funds, you can typically get your money within 1-2 business days. For equity mutual funds, it usually takes 2-3 business days. Emergency withdrawals can be processed faster depending on the fund type and market conditions.
Q5 I am a conservative investor. How will you protect my hard earned money?
For conservative investors, we focus on capital protection through diversified debt funds, balanced funds, and conservative hybrid funds. We also implement strict risk management protocols and regular monitoring to safeguard your investments.
Q6 How is the investment done? Do I give my money to Finatoz and you invest on my behalf?
No, your money never comes to us. We help you invest directly with AMCs (Asset Management Companies) through your own demat account. You maintain full control and ownership of your investments while we provide advisory services.
Q7 How are you different from other online investment platforms in the market?
Unlike other platforms that offer one-size-fits-all solutions, we provide personalized advisory services, human expert support, regular portfolio reviews, and comprehensive financial planning beyond just investment execution.
Q8 I can invest in top rated mutual fund on my own. Why should I use your services?
While you can invest on your own, our value lies in professional guidance for asset allocation, rebalancing, tax optimization, goal-based planning, and continuous monitoring. We help you avoid common investment mistakes and optimize your overall returns.
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