Video Testimonial
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"I can now invest with complete peace of mind and focus on my core competence. They have a phenomenal team with impeccable track record."
"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."
"I am impressed with their research capability and the way they moved my equity investments into debt even before the market became volatile."
"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."
"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!"
"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."
"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 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."
“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.”
“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”
