Financial advice, tailored for you.
We help you manage every part of your personal finances, from investments and loans to taxes, cash flow, and insurance, all in one place.
We're SEBI registered
Fixed fee
No mis-selling
No spam
Financial advice, tailored for you.
We help you manage every part of your personal finances, from investments and loans to taxes, cash flow, and insurance, all in one place.
We're SEBI registered
Fixed fee
No mis-selling
No spam
Your finances
on autopilot
Comprehensive support for all your financial needs, from planning to managing and optimizing wealth.
Goal based financial planning
Our experts look at the complete picture of your finances and give personalized solutions.
Investment planning & execution
Get expert advice on investments to grow your wealth and meet your financial goals.
Everything taxes
Expert tax planning and filing to minimize liabilities and maximize your savings efficiently.
Cashflow management
Set up easy systems to manage your income and expenses for better financial control.
Insurance planning
Develop strategies to minimize risks and ensure appropriate coverage and plan for self and family.
Portfolio review
Review your current investments to ensure they align with your financial goals and risk tolerance.
Debt management and optimization
Smart strategies to manage and reduce your debts, helping you optimize finances efficiently.
One plan
for all your needs
Save and file taxes
Optimise your cashflows
Make your portfolio better
Select and plan insurance
Plan and optimise your loans
Manage and grow investments
Take control of your
finances in just four steps.
Our experts truly understand your needs and make a personalized plan just for you.
STEP 1
Schedule a 15-minute intro call
We understand everything about your current financial position, goals, dependents, risk.
STEP 2
Get a personalized financial plan
Our experts create a personalized financial plan, covering cash flow, tax planning, expenses, insurance, liabilities, goals, and investments, using proprietary technology.
STEP 3
Join a detailed walk-through call
Our expert advisors guide you through your tailored Financial Plan, explaining every detail of your financial roadmap.
STEP 4
Implement and Monitor
Once you're satisfied with our expertise and onboard with the financial plan, a subscription fee applies, backed by a no-questions-asked refund policy.
About us
Your career, family, and personal goals are always changing, and the choices you make now impact your future. With so many options, it can be overwhelming to know what’s best. At The Financialist, we provide personalized guidance to help you make confident decisions that align with your long-term vision.
“We started The Financialist to help people plan their lives better”
Backed by
Priyank Shah
Co-Founder and CEO, CA | CFA
Vatsal Majithia
Co-Founder and CIO, CA | CFA
Absolutely loved by our clients
4.7
out of 5
“I was impressed by their candid and no-nonsense approach to investing. The plan they created for us was custom-tailored based solely on what we wanted to accomplish as a family.”
Ganesh Balakrishnan
Cofounder - Flat heads, Aurm
“As a client, my primary criteria for selecting a financial advisor was not maximizing returns but finding someone I can trust and who is unbiased. The Financialist met these criteria and has exceeded my expectations.”
Abhik Patel
Co-Founder and CPO, Wint Wealth
“Young, dynamic, and knowledgeable planners who are also helpful. Good inputs and overall ownership! I would recommend them to anyone looking to sort out their financial mess and plan for a better future.”
Varun Gupta
Chief Growth Officer, Bombay Shaving Company
“Comprehensive, yet easy-to-understand, goal-based financial planning that also helps me with execution—transaction support, which I always missed.”
Debangshu Roy
Director, Citrix
“The one thing that really stands out is the unbiased advice to maximize the probability of achieving your goals and the financial discipline that the team helps you establish.”
Sahil Kaul
Business & Product, Zomato
“Before marriage, managing finances was simple; however, we needed guidance as a couple. The Financialist team helped us merge our finances with a clear, concise plan.”
Abhi and Deepanshi
Data Scientists, Games 24x7
“The Financialist helped the significance of goal-based investing considering the time horizon. Their expert guidance and well-structured plan enabled me to achieve my housing goal systematically.”
Shashank Iyer
Salesforce Solution Architect, Sequoia Consulting Group
“I was impressed by their candid and no-nonsense approach to investing. The plan they created for us was custom-tailored based solely on what we wanted to accomplish as a family.”
Ganesh Balakrishnan
Cofounder - Flat heads, Aurm
“As a client, my primary criteria for selecting a financial advisor was not maximizing returns but finding someone I can trust and who is unbiased. The Financialist met these criteria and has exceeded my expectations.”
Abhik Patel
Co-Founder and CPO, Wint Wealth
“Young, dynamic, and knowledgeable planners who are also helpful. Good inputs and overall ownership! I would recommend them to anyone looking to sort out their financial mess and plan for a better future.”
Varun Gupta
Chief Growth Officer, Bombay Shaving Company
“Comprehensive, yet easy-to-understand, goal-based financial planning that also helps me with execution—transaction support, which I always missed.”
Debangshu Roy
Director, Citrix
“The one thing that really stands out is the unbiased advice to maximize the probability of achieving your goals and the financial discipline that the team helps you establish.”
Sahil Kaul
Business & Product, Zomato
“Before marriage, managing finances was simple; however, we needed guidance as a couple. The Financialist team helped us merge our finances with a clear, concise plan.”
Abhi and Deepanshi
Data Scientists, Games 24x7
“The Financialist helped the significance of goal-based investing considering the time horizon. Their expert guidance and well-structured plan enabled me to achieve my housing goal systematically.”
Shashank Iyer
Salesforce Solution Architect, Sequoia Consulting Group
“I was impressed by their candid and no-nonsense approach to investing. The plan they created for us was custom-tailored based solely on what we wanted to accomplish as a family.”
Ganesh Balakrishnan
Cofounder - Flat heads, Aurm
“As a client, my primary criteria for selecting a financial advisor was not maximizing returns but finding someone I can trust and who is unbiased. The Financialist met these criteria and has exceeded my expectations.”
Abhik Patel
Co-Founder and CPO, Wint Wealth
“Young, dynamic, and knowledgeable planners who are also helpful. Good inputs and overall ownership! I would recommend them to anyone looking to sort out their financial mess and plan for a better future.”
Varun Gupta
Chief Growth Officer, Bombay Shaving Company
“Comprehensive, yet easy-to-understand, goal-based financial planning that also helps me with execution—transaction support, which I always missed.”
Debangshu Roy
Director, Citrix
“The one thing that really stands out is the unbiased advice to maximize the probability of achieving your goals and the financial discipline that the team helps you establish.”
Sahil Kaul
Business & Product, Zomato
“Before marriage, managing finances was simple; however, we needed guidance as a couple. The Financialist team helped us merge our finances with a clear, concise plan.”
Abhi and Deepanshi
Data Scientists, Games 24x7
“The Financialist helped the significance of goal-based investing considering the time horizon. Their expert guidance and well-structured plan enabled me to achieve my housing goal systematically.”
Shashank Iyer
Salesforce Solution Architect, Sequoia Consulting Group
Frequently asked questions
We provide unbiased, commission-free financial advice tailored to you. We manage everything about your personal finances comprehensively, covering cash flow management, investment advisory, retirement planning, insurance management, tax planning and filing, estate planning among other things—equipping you with the tools and also the execution support to achieve your financial goals with confidence.
Yes! While your CA focuses on your taxes, we take a much broader approach to plan your finances and also help you with a dedicated team that not only looks after your tax planning and filing but also investment management, retirement planning, insurance optimization, liabilities management and a lot more things. Our team consists of highly qualified and experienced professionals that include CAs, CFAs, CFPs who bring extensive industry knowledge to deliver trustworthy and unbiased guidance.
Our transparent, tiered subscription model is income-based with a single annual fee (payable in 2 installments). No hidden charges, ever!
No, absolutely not. We respect your privacy and only send relevant information about our services. You can explore our offerings at your own pace, and if you’d like, you’re welcome to join the waitlist. Should you choose not to proceed, our no-spam policy guarantees you won’t receive any unwanted calls or messages.
We begin with a free discovery call to understand your needs and goals. Based on this, we design a customized financial plan and review it with you. We charge a fee, only once you approve the plan and are confident in our approach.
We believe financial planning should be flexible. You can cancel anytime, no questions asked for a full refund. Our goal is to support your journey and we’re here whenever you need us.
Still got questions? We're here to help
Ready to take control of your finances?
Get a personalized financial plan—no strings attached! You can choose to execute the plan on your own without any cost.
Pay only if you want expert guidance and support from our team to implement it effectively.
We're SEBI registered
Plan life better
1201, Cts, 137/B, Silver Leaf Wing A, Akurli Road,
Opp. Gaushala, Kandivali East, 400101
© Finfam Investment Advisors Private Limited
Finfam Investment Advisors Private Limited
Registered Name: Finfam Investment Advisors Private Limited | SEBI RIA Registration No: INA000018036 | BASL Membership ID: BASL2001 | CIN: U67190MH2021PTC373220 | Type of Registration: Non-Individual | Validity of registration: June 06, 2023 – Perpetual | Address: Grand Edifice, 605, Akurli Rd, Kandivali, Akurli Industry Estate, Kandivali East, Mumbai, Maharashtra 400101
Disclosure:
Investment in securities market are subject to market risks. Read all the related documents carefully before investing. Registration granted by SEBI, membership of BASL and certification from NISM in no way guarantee performance of the intermediary or provide any assurance of returns to investors.
Contact details:
Principal Officer:
Name: Rohit Bornarkar
Contact Details: +91 9762533162
Email: po@finfaminvestmentadvisors.com
Compliance Officer:
Name: Priyank Shah
Contact Details: +91 9819269225
Email: priyank@finfaminvestmentadvisors.com
Grievance Officer:
Name: Vatsal Majithia
Contact Details: +91 9022482377
Email: vatsal@finfaminvestmentadvisors.com