Financial advice, tailored for you.

Financial advice, tailored for you.

We help you manage every aspect of your personal finances, all in one place.

We help you manage every aspect of your personal finances, all in one place.

We're Backed By:

We're Backed By:

100%

100%

of our members

of our members

Feel improved financial confidence

Feel improved financial confidence

Gain clarity on their financial goals

Gain clarity on their financial goals

Recommend us to their peers

Recommend us to their peers

No two lives follow the same path

So, we plan specifically to yours

No two lives follow the same path

So, we plan specifically to yours

No two lives follow the same path

So, we plan specifically to yours

Loans?

Investments?

“Is it wiser to pay off more of my debt or invest the money?”

Stocks

Loans

Insurance

Retirement

“Am I on the right track to reach my goal?”

Retirement Goal

100% Achieved

55yrs

“How can I retire early?”

We're SEBI registered

We're SEBI registered

We're SEBI registered

Fixed Fee

Fixed Fee

Fixed Fee

Unbiased Advice

Unbiased Advice

Unbiased Advice

Personalized Plans

Personalized Plans

Personalized Plans

All your financial needs,

under one roof

All your financial needs,

under one roof

All your financial needs,

under one roof

Investment Planning

Investment Planning

Investment Planning

Review your current investments to ensure they align with your financial goals and risk tolerance.

Review your current investments to ensure they align with your financial goals and risk tolerance.

Review your current investments to ensure they align with your financial goals and risk tolerance.

Debt allocation

Debt allocation

Debt allocation

Decreased by 10%

Decreased by 10%

Decreased by 10%

Debt allocation

Debt allocation

Debt allocation

Increased by 15%

Increased by 15%

Increased by 15%

Large cap allocation

Large cap allocation

Large cap allocation

Increased by 15%

Increased by 15%

Increased by 15%

Goal Based

Financial Planning

Goal Based

Financial Planning

Goal Based

Financial Planning

Our experts look at the complete picture of your finances and give personalized solutions.

Our experts look at the complete picture of your finances and give personalized solutions.

Our experts look at the complete picture of your finances and give personalized solutions.

Total Investment

Total Investment

Total Investment

₹ 2.88L/ year

₹ 2.88L/ year

₹ 2.88L/ year

Wedding Expenses

Wedding Expenses

Wedding Expenses

₹ 2000/ month

₹ 2000/ month

₹ 2000/ month

Foreign Trip

Foreign Trip

Foreign Trip

₹ 20000/ month

₹ 20000/ month

₹ 20000/ month

Dream Car

Dream Car

Dream Car

₹ 2000/ month

₹ 2000/ month

₹ 2000/ month

Monthly Investment

Monthly Investment

Monthly Investment

₹ 20000/ month

₹ 20000/ month

₹ 20000/ month

Tax Planning

Tax Planning

Tax Planning

Expert tax planning and filing to minimize liabilities and maximize your savings efficiently.

Expert tax planning and filing to minimize liabilities and maximize your savings efficiently.

Expert tax planning and filing to minimize liabilities and maximize your savings efficiently.

Income tax

Income tax

Income tax

₹ 1.98 L

₹ 1.98 L

₹ 1.98 L

Capital gains

Capital gains

Capital gains

₹ 24 K

₹ 24 K

₹ 24 K

Others

Others

Others

₹ 18 K

₹ 18 K

₹ 18 K

Tax savings

Tax savings

Tax savings

₹ 80k

₹ 80k

₹ 80k

With old tax regime

With old tax regime

With old tax regime

Your tax liability

Your tax liability

Your tax liability

Old tax regime

Old tax regime

Old tax regime

₹ 2.4 L

₹ 2.4 L

₹ 2.4 L

New tax regime

New tax regime

New tax regime

₹ 3.2 L

₹ 3.2 L

₹ 3.2 L

Insurance Planning

Insurance Planning

Insurance Planning

Know exactly what coverage you need, not what you’re sold. Our advisors help you choose insurance objectively, based on your goals and family needs.

Know exactly what coverage you need, not what you’re sold. Our advisors help you choose insurance objectively, based on your goals and family needs.

Know exactly what coverage you need, not what you’re sold. Our advisors help you choose insurance objectively, based on your goals and family needs.

Health Insurance

Health Insurance

Health Insurance

Term Insurance

Term Insurance

Term Insurance

Travel Insurance

Travel Insurance

Travel Insurance

Liability Management

Liability Management

Liability Management

 From home loans to credit card debt, we help you borrow and repay wisely while staying aligned with your income and long-term goals.

 From home loans to credit card debt, we help you borrow and repay wisely while staying aligned with your income and long-term goals.

 From home loans to credit card debt, we help you borrow and repay wisely while staying aligned with your income and long-term goals.

Credit card savings

Credit card savings

Credit card savings

5%

+cashback

5%

+cashback

5%

+cashback

Home Loans

Home Loans

Home Loans

₹ 2.4 L

₹ 2.4 L

₹ 2.4 L

Optimized

Optimized

Succession Planning

Succession Planning

Succession Planning

Succession planning isn’t just legal paperwork, it’s a comprehensive process made to ensure that your assets are passed down to your loved ones, with minimal hassle.

Succession planning isn’t just legal paperwork, it’s a comprehensive process made to ensure that your assets are passed down to your loved ones, with minimal hassle.

Succession planning isn’t just legal paperwork, it’s a comprehensive process made to ensure that your assets are passed down to your loved ones, with minimal hassle.

Trust Setup & Will Executed

Take control of your finances in just four steps.

Take control of your finances in just four steps.

Take control of your finances in just four steps.

Our experts truly understand your needs and make a personalized plan just for you.

Our experts truly understand your needs and make a personalized plan just for you.

Our experts truly understand your needs and make a personalized plan just for you.

01

01

Intro Call

Intro Call

Intro Call

We will understand your financial situation in detail.

We will understand your financial situation in detail.

We will understand your financial situation in detail.

Join

Join

Join

15 min Google Meet

15 min Google Meet

15 min Google Meet

i

i

i

Discovery call

Discovery call

Discovery call

We begin by understanding your current finances, goals, responsibilities, and risk appetite so that every step forward is informed.

We begin by understanding your current finances, goals, responsibilities, and risk appetite so that every step forward is informed.

We begin by understanding your current finances, goals, responsibilities, and risk appetite so that every step forward is informed.

02

02

Action Plan

Action Plan

Action Plan

Update insurance

Update insurance

Update insurance

Start investing

Start investing

Start investing

Increase emergency fund

Increase emergency fund

Increase emergency fund

Save for retirement

Save for retirement

Save for retirement

Your Custom Financial Plan

Your Custom Financial Plan

Your Custom Financial Plan

Our advisors create a personalized plan covering all financial touchpoints, powered by proprietary tools and human insight.

Our advisors create a personalized plan covering all financial touchpoints, powered by proprietary tools and human insight.

Our advisors create a personalized plan covering all financial touchpoints, powered by proprietary tools and human insight.

03

03

Financial Advisor

Financial Advisor

Financial Advisor

Rajat K.

Rajat K.

Rajat K.

Guided Walkthrough

Guided Walkthrough

Guided Walkthrough

We walk you through the plan in detail, ensuring you understand each recommendation before you take action.

We walk you through the plan in detail, ensuring you understand each recommendation before you take action.

We walk you through the plan in detail, ensuring you understand each recommendation before you take action.

04

04

Monitor

Monitor

Monitor

Dashboard access

Dashboard access

Dashboard access

Quarterly reviews

Quarterly reviews

Quarterly reviews

Tax filling & planning

Tax filling & planning

Tax filling & planning

Subscription & Onboarding

Subscription & Onboarding

Subscription & Onboarding

Once you're ready, you subscribe and gain access to a dashboard of your finances. We handle the execution, tracking, and updates so your plan stays on track as life evolves.

Once you're ready, you subscribe and gain access to a dashboard of your finances. We handle the execution, tracking, and updates so your plan stays on track as life evolves.

Once you're ready, you subscribe and gain access to a dashboard of your finances. We handle the execution, tracking, and updates so your plan stays on track as life evolves.

We asked our clients,

What changed after

you joined us?

We asked our clients,

What changed after

you joined us?

We asked our clients,

What changed after

you joined us?

Still got questions?
We're here to help.

Still got questions?
We're here to help.

How is The Financialist different from other financial advisory firms?

How is The Financialist different from other financial advisory firms?

How is The Financialist different from other financial advisory firms?

How does your subscription model operate?

How does your subscription model operate?

How does your subscription model operate?

What is your onboarding process, and how do you ensure security?

What is your onboarding process, and how do you ensure security?

What is your onboarding process, and how do you ensure security?

Can I work with you if I already have a CA? How qualified are your advisors?

Can I work with you if I already have a CA? How qualified are your advisors?

Can I work with you if I already have a CA? How qualified are your advisors?

Will I receive spam?

Will I receive spam?

Will I receive spam?

What is your cancellation policy? Can I cancel the subscription anytime?

What is your cancellation policy? Can I cancel the subscription anytime?

What is your cancellation policy? Can I cancel the subscription anytime?

In the crowded marketplace of advice,

In the crowded marketplace of advice,

In the crowded marketplace of advice,

We help you see the right perspective.

We help you see the right perspective.

We help you see the right perspective.

Join The Financialist

Join The Financialist

Experience the impact of expert guidance

Experience the impact

of expert guidance

Experience the impact of expert guidance

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

Quick Links

Quick Links

Quick Links

Policies

Policies

Policies

Investor Charter

Regulatory Disclosures

Compliant Redressal Mechanism

Terms of Service

Privacy Policy

Office No. 605, Grande Edifice, 606 & 607, Akurli Rd, Kandivali, Akurli Industry Estate, Kandivali East, Mumbai, Maharashtra 400101

Office No. 605, Grande Edifice, 606 & 607, Akurli Rd, Kandivali, Akurli Industry Estate, Kandivali East, Mumbai, Maharashtra 400101

Office No. 605, Grande Edifice, 606 & 607, Akurli Rd, Kandivali, Akurli Industry Estate, Kandivali East, Mumbai, Maharashtra 400101

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

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

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.

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.

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

Principal Officer:

Name: Rohit Bornarkar

Contact Details: +91 9762533162

Email: po@finfaminvestmentadvisors.com

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

Compliance Officer:

Name: Priyank Shah

Contact Details: +91 9819269225

Email: priyank@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

Grievance Officer:

Name: Vatsal Majithia

Contact Details: +91 9022482377

Email: vatsal@finfaminvestmentadvisors.com

Grievance Officer:

Name: Vatsal Majithia

Contact Details: +91 9022482377

Email: vatsal@finfaminvestmentadvisors.com