FinAtoZ charges a one-time onboarding fee, followed by 1.2% of AUM annually for ongoing advisory.
Comprehensive analysis and personalized roadmap creation
We'll review your existing investments and give you a detailed report on what to hold, sell, or switch. Based on your goals and risk profile, you'll get clear, actionable recommendations from our experts.
We'll deliver comprehensive financial planning recommendations, specifying how much is required to achieve them, and crafting a clear roadmap. So long that you follow the sound life financial plan, we assure you will make steady progress towards your aspirations and achieving financial freedom.
Get expert recommendations on global investment options and asset strategies to grow your ETFs if applicable.
We'll assess if you're adequately insured and recommend the right health insurance and life insurance plans.
These recommendations based on your unique health conditions and family history to protect you from unpredictable events.
Dedicated advisor and continuous portfolio tracking and optimization
Get one-on-one guidance from a dedicated, certified financial advisor who understands your needs and helps you make informed financial decisions at every stage.
We strategically sell select investments to offset capital gains and reduce your overall tax liability—helping you keep more of your returns.
We adjust your portfolio at recommended intervals to ensure it stays aligned with your financial goals and changing life priorities.
We monitor market trends and shift allocations when necessary to manage risk and enhance portfolio performance.
We conduct regular reviews of your investments and financial plan to ensure they remain relevant and aligned with your evolving goals.
We closely track the performance of your investment products and make necessary changes to keep them working in your best interest.
Our team continuously evaluates emerging investment opportunities to ensure you benefit from the best options available.
We help you invest in tax-efficient instruments and structure your portfolio to minimize taxes and maximize after-tax returns.
Book an introductory call with our Certified Financial Planner to explore how we can help you achieve your financial goals.
Book Your AppointmentHear from satisfied clients who have transformed their financial futures with our expert guidance.
We are different from other Financial advisors on the following counts:
There ain't no such thing as a free lunch holds true for free services offerings in the field of financial services. The basic disadvantages of such services are:
Analysis of existing investments is an integral part of the financial planning process. During the financial planning process we collect all the details about your existing investment. Our team of experts analyse the data and advice corrective action. You can provide your existing Policies, Mutual Funds and Stocks for analysis.
In case of contingencies, we will help you to redeem your money in such a way that there is a minimal impact on your long term investment plan. The redemption process generally takes 2 business days for the money to get refunded to your bank account.
We know the importance of money for our clients. Therefore, based on risk profiling we design our client's portfolio in a way that your investments are held in 2 buckets:
There is no transaction of investment money between FinAtoZ and the investor. All the investments are done in investor's name and the money gets deposited directly in the SEBI authorised mutual fund as per our advice. FinAtoZ does tracking and active management of your portfolio. However, you will have to login and approve any transaction proposed by us. The transactions are created by us but will get executed only once you approve it on the system.
Majority of the platforms in the market are DIY (Do-it-Yourself). We assign a dedicated Financial Advisor who not only tracks your portfolio on a continuous basis and change allocation in asset classes (Stocks, Debt and Real estate) but also updates your financial plan on an ongoing basis as per the changes updated by you. Such a personalised financial planning service is a very premium offering generally offered to Ultra High Networth Individuals only. We are bringing these premium services at a much-reduced cost.
Just by investing in a top rated mutual fund may not work for you since market conditions are very dynamic in nature. What is top rated today may not continue to perform in the future. Fund has become top rated because the past performance has been good and it is not an indicative of future returns. We have a dedicated Financial Advisor who tracks your portfolio on continuous basis and rebalances the portfolio on annual basis.
Book an introductory call with our Certified Financial Planner to explore how we can help you achieve your financial goals.
Book Your Appointment