Goal Based
Financial Planning
Goal Based
Financial Planning
Whether it’s early retirement or buying a home, we help with a precise plan that gets you there.
Whether it’s early retirement or buying a home, we help with a precise plan that gets you there.
Life goals need a Financial Map
Life goals need a Financial Map
Life goals need a Financial Map
Most people save without a destination. We help you define your financial goals, then build a plan to reach them with timelines, investment strategy, and risk planning tailored to you.
Most people save without a destination. We help you define your financial goals, then build a plan to reach them with timelines, investment strategy, and risk planning tailored to you.
Most people save without a destination. We help you define your financial goals, then build a plan to reach them with timelines, investment strategy, and risk planning tailored to you.
Common Goals We Work With
Common Goals We Work With
Buying A Home
01
01
Early Retirement
Early Retirement
02
02
Child Education
Child Education
03
Home Purchase
03
Home Purchase
Buying A Home
03
Retirement Planning
Retirement Planning
Buying A Home
04
04
Marriage planning
Marriage planning
05
05
Building an Emergency Fund
Building an Emergency Fund
06
06
Vacation planning
Vacation planning
Retirement Planning
Retirement Planning
Retirement Planning
Our 4-Step Approach to Personalized Planning
Our 4-Step Approach to Personalized Planning
01
01
Understanding goals, finances and risk
Understanding goals, finances and risk
Risk
Risk
Returns
Returns
Goals
Goals
02
Break them into achievable milestones and numbers
Break them into achievable milestones and numbers
02
Financial Goals
Financial Goals
Travel
Travel
Home Loans
Home Loans
03
Build a tailored investment and savings plan
Build a tailored investment and savings plan
03
Investments Plan
Investments Plan
Savings Plan
Savings Plan
04
Track, adjust, and course-correct
Track, adjust, and course-correct
04
Your Financial Plan
Your Financial Plan
We do more than just this.
We do more than just this.
We do more than just this.
We look at your finances as a whole—this is just one part of a larger plan.
We look at your finances as a whole—this is just one part of a larger plan.
We look at your finances as a whole—this is just one part of a larger plan.
Your Financial Plan
Your Financial Plan
We asked our clients,
What changed after
you joined us?
“I finally received actual unbiased advice that maximized the probability of me achieving my financial goals.”
Sahil Kaul
Business & Product, Zomato
“Young, sharp minds who took ownership of my finances and genuinely wanted to help me plan better.”
Varun Gupta
Chief Growth Officer, Bombay Shaving Company
“I had a clear path that allowed me to achieve my housing goal-with every step mapped to my timeline.”
Shashank Iyer
Salesforce Solution Architect, Sequoia Consulting Group
“They helped with my ancestral property which had been stuck for years and made the entire sale tax-free.”
Pranshu Nahar
Software Development Manager- Amazon
“The team assisted me in reclaiming my disputed property and financial assets and acted like a second family I could trust .”
Depashree Mahajan
Senior Product Manager- Wadhwani AI
“My chaotic move back to India turned into a well-planned return as they lowered my effective tax and preserved ESOPs.”
Vishwam Rathore
VP Product, Bayzat - UAE
“I finally received actual unbiased advice that maximized the probability of me achieving my financial goals.”
Sahil Kaul
Business & Product, Zomato
“Young, sharp minds who took ownership of my finances and genuinely wanted to help me plan better.”
Varun Gupta
Chief Growth Officer, Bombay Shaving Company
“I had a clear path that allowed me to achieve my housing goal-with every step mapped to my timeline.”
Shashank Iyer
Salesforce Solution Architect, Sequoia Consulting Group
“They helped with my ancestral property which had been stuck for years and made the entire sale tax-free.”
Pranshu Nahar
Software Development Manager- Amazon
“The team assisted me in reclaiming my disputed property and financial assets and acted like a second family I could trust .”
Depashree Mahajan
Senior Product Manager- Wadhwani AI
“My chaotic move back to India turned into a well-planned return as they lowered my effective tax and preserved ESOPs.”
Vishwam Rathore
VP Product, Bayzat - UAE
“I finally received actual unbiased advice that maximized the probability of me achieving my financial goals.”
Sahil Kaul
Business & Product, Zomato
“Young, sharp minds who took ownership of my finances and genuinely wanted to help me plan better.”
Varun Gupta
Chief Growth Officer, Bombay Shaving Company
“I had a clear path that allowed me to achieve my housing goal-with every step mapped to my timeline.”
Shashank Iyer
Salesforce Solution Architect, Sequoia Consulting Group
“They helped with my ancestral property which had been stuck for years and made the entire sale tax-free.”
Pranshu Nahar
Software Development Manager- Amazon
“The team assisted me in reclaiming my disputed property and financial assets and acted like a second family I could trust .”
Depashree Mahajan
Senior Product Manager- Wadhwani AI
“My chaotic move back to India turned into a well-planned return as they lowered my effective tax and preserved ESOPs.”
Vishwam Rathore
VP Product, Bayzat - UAE
“I finally received actual unbiased advice that maximized the probability of me achieving my financial goals.”
Sahil Kaul
Business & Product, Zomato
“Young, sharp minds who took ownership of my finances and genuinely wanted to help me plan better.”
Varun Gupta
Chief Growth Officer, Bombay Shaving Company
“I had a clear path that allowed me to achieve my housing goal-with every step mapped to my timeline.”
Shashank Iyer
Salesforce Solution Architect, Sequoia Consulting Group
“They helped with my ancestral property which had been stuck for years and made the entire sale tax-free.”
Pranshu Nahar
Software Development Manager- Amazon
“The team assisted me in reclaiming my disputed property and financial assets and acted like a second family I could trust .”
Depashree Mahajan
Senior Product Manager- Wadhwani AI
“My chaotic move back to India turned into a well-planned return as they lowered my effective tax and preserved ESOPs.”
Vishwam Rathore
VP Product, Bayzat - UAE
We asked our clients,
What changed after
you joined us?
“I finally received actual unbiased advice that maximized the probability of me achieving my financial goals.”
Sahil Kaul
Business & Product, Zomato
“Young, sharp minds who took ownership of my finances and genuinely wanted to help me plan better.”
Varun Gupta
Chief Growth Officer, Bombay Shaving Company
“I had a clear path that allowed me to achieve my housing goal-with every step mapped to my timeline.”
Shashank Iyer
Salesforce Solution Architect, Sequoia Consulting Group
“They helped with my ancestral property which had been stuck for years and made the entire sale tax-free.”
Pranshu Nahar
Software Development Manager- Amazon
“The team assisted me in reclaiming my disputed property and financial assets and acted like a second family I could trust .”
Depashree Mahajan
Senior Product Manager- Wadhwani AI
“My chaotic move back to India turned into a well-planned return as they lowered my effective tax and preserved ESOPs.”
Vishwam Rathore
VP Product, Bayzat - UAE
“I finally received actual unbiased advice that maximized the probability of me achieving my financial goals.”
Sahil Kaul
Business & Product, Zomato
“Young, sharp minds who took ownership of my finances and genuinely wanted to help me plan better.”
Varun Gupta
Chief Growth Officer, Bombay Shaving Company
“I had a clear path that allowed me to achieve my housing goal-with every step mapped to my timeline.”
Shashank Iyer
Salesforce Solution Architect, Sequoia Consulting Group
“They helped with my ancestral property which had been stuck for years and made the entire sale tax-free.”
Pranshu Nahar
Software Development Manager- Amazon
“The team assisted me in reclaiming my disputed property and financial assets and acted like a second family I could trust .”
Depashree Mahajan
Senior Product Manager- Wadhwani AI
“My chaotic move back to India turned into a well-planned return as they lowered my effective tax and preserved ESOPs.”
Vishwam Rathore
VP Product, Bayzat - UAE
“I finally received actual unbiased advice that maximized the probability of me achieving my financial goals.”
Sahil Kaul
Business & Product, Zomato
“Young, sharp minds who took ownership of my finances and genuinely wanted to help me plan better.”
Varun Gupta
Chief Growth Officer, Bombay Shaving Company
“I had a clear path that allowed me to achieve my housing goal-with every step mapped to my timeline.”
Shashank Iyer
Salesforce Solution Architect, Sequoia Consulting Group
“They helped with my ancestral property which had been stuck for years and made the entire sale tax-free.”
Pranshu Nahar
Software Development Manager- Amazon
“The team assisted me in reclaiming my disputed property and financial assets and acted like a second family I could trust .”
Depashree Mahajan
Senior Product Manager- Wadhwani AI
“My chaotic move back to India turned into a well-planned return as they lowered my effective tax and preserved ESOPs.”
Vishwam Rathore
VP Product, Bayzat - UAE
“I finally received actual unbiased advice that maximized the probability of me achieving my financial goals.”
Sahil Kaul
Business & Product, Zomato
“Young, sharp minds who took ownership of my finances and genuinely wanted to help me plan better.”
Varun Gupta
Chief Growth Officer, Bombay Shaving Company
“I had a clear path that allowed me to achieve my housing goal-with every step mapped to my timeline.”
Shashank Iyer
Salesforce Solution Architect, Sequoia Consulting Group
“They helped with my ancestral property which had been stuck for years and made the entire sale tax-free.”
Pranshu Nahar
Software Development Manager- Amazon
“The team assisted me in reclaiming my disputed property and financial assets and acted like a second family I could trust .”
Depashree Mahajan
Senior Product Manager- Wadhwani AI
“My chaotic move back to India turned into a well-planned return as they lowered my effective tax and preserved ESOPs.”
Vishwam Rathore
VP Product, Bayzat - UAE
We asked our clients,
What changed after
you joined us?
“I finally received actual unbiased advice that maximized the probability of me achieving my financial goals.”
Sahil Kaul
Business & Product, Zomato
“Young, sharp minds who took ownership of my finances and genuinely wanted to help me plan better.”
Varun Gupta
Chief Growth Officer, Bombay Shaving Company
“I had a clear path that allowed me to achieve my housing goal-with every step mapped to my timeline.”
Shashank Iyer
Salesforce Solution Architect, Sequoia Consulting Group
“They helped with my ancestral property which had been stuck for years and made the entire sale tax-free.”
Pranshu Nahar
Software Development Manager- Amazon
“The team assisted me in reclaiming my disputed property and financial assets and acted like a second family I could trust .”
Depashree Mahajan
Senior Product Manager- Wadhwani AI
“My chaotic move back to India turned into a well-planned return as they lowered my effective tax and preserved ESOPs.”
Vishwam Rathore
VP Product, Bayzat - UAE
“I finally received actual unbiased advice that maximized the probability of me achieving my financial goals.”
Sahil Kaul
Business & Product, Zomato
“Young, sharp minds who took ownership of my finances and genuinely wanted to help me plan better.”
Varun Gupta
Chief Growth Officer, Bombay Shaving Company
“I had a clear path that allowed me to achieve my housing goal-with every step mapped to my timeline.”
Shashank Iyer
Salesforce Solution Architect, Sequoia Consulting Group
“They helped with my ancestral property which had been stuck for years and made the entire sale tax-free.”
Pranshu Nahar
Software Development Manager- Amazon
“The team assisted me in reclaiming my disputed property and financial assets and acted like a second family I could trust .”
Depashree Mahajan
Senior Product Manager- Wadhwani AI
“My chaotic move back to India turned into a well-planned return as they lowered my effective tax and preserved ESOPs.”
Vishwam Rathore
VP Product, Bayzat - UAE
“I finally received actual unbiased advice that maximized the probability of me achieving my financial goals.”
Sahil Kaul
Business & Product, Zomato
“Young, sharp minds who took ownership of my finances and genuinely wanted to help me plan better.”
Varun Gupta
Chief Growth Officer, Bombay Shaving Company
“I had a clear path that allowed me to achieve my housing goal-with every step mapped to my timeline.”
Shashank Iyer
Salesforce Solution Architect, Sequoia Consulting Group
“They helped with my ancestral property which had been stuck for years and made the entire sale tax-free.”
Pranshu Nahar
Software Development Manager- Amazon
“The team assisted me in reclaiming my disputed property and financial assets and acted like a second family I could trust .”
Depashree Mahajan
Senior Product Manager- Wadhwani AI
“My chaotic move back to India turned into a well-planned return as they lowered my effective tax and preserved ESOPs.”
Vishwam Rathore
VP Product, Bayzat - UAE
“I finally received actual unbiased advice that maximized the probability of me achieving my financial goals.”
Sahil Kaul
Business & Product, Zomato
“Young, sharp minds who took ownership of my finances and genuinely wanted to help me plan better.”
Varun Gupta
Chief Growth Officer, Bombay Shaving Company
“I had a clear path that allowed me to achieve my housing goal-with every step mapped to my timeline.”
Shashank Iyer
Salesforce Solution Architect, Sequoia Consulting Group
“They helped with my ancestral property which had been stuck for years and made the entire sale tax-free.”
Pranshu Nahar
Software Development Manager- Amazon
“The team assisted me in reclaiming my disputed property and financial assets and acted like a second family I could trust .”
Depashree Mahajan
Senior Product Manager- Wadhwani AI
“My chaotic move back to India turned into a well-planned return as they lowered my effective tax and preserved ESOPs.”
Vishwam Rathore
VP Product, Bayzat - UAE
Still got questions?
We're here to help.
Still got questions?
We're here to help.
Is this the same as regular financial planning?
Is this the same as regular financial planning?
Is this the same as regular financial planning?
Do I need to have all my goals figured out?
Do I need to have all my goals figured out?
Do I need to have all my goals figured out?
What if my goals change later?
What if my goals change later?
What if my goals change later?
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
Services
Services
Services
Insurance Planning
Tax Planning
Investment Planning
Succession Planning
Liability Management
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