Expert Financial Guidance,

Across Borders

Tailored for NRIs—get smart investment strategies, smooth onboarding, and professional tax guidance.

We're SEBI registered

We're Backed By:

100%

of our members

Feel improved financial confidence

Gain clarity on their financial goals

Recommend us to their peers

Expert Financial Guidance,

Across Borders

Tailored for NRIs—get smart investment strategies, smooth onboarding, and professional tax guidance.

We're SEBI registered

We're Backed By:

100%

of our members

Feel improved financial confidence

Gain clarity on their financial goals

Recommend us to their peers

Expert Financial Guidance,

Across Borders

Tailored for NRIs—get smart investment strategies, smooth onboarding, and professional tax guidance.

We're SEBI registered

We're Backed By:

100%

of our members

Feel improved financial confidence

Gain clarity on their financial goals

Recommend us to their peers

NRI finances, simplified

We know the roadblocks—because we’ve solved them before.

NRI finances, simplified

We know the roadblocks—because we’ve solved them before.

NRI finances, simplified

We know the roadblocks—because we’ve solved them before.

Moving Abroad

Structuring Personal Finances

Helping Parent Finances

Planning Home Purchase

Living Overseas

Manage Indian Assets

DTAA Guildance

Global Income

Returning to India

Foreign Returning Accounts

Tax, Investments Transition

Global Income

Moving Abroad

Structuring Personal Finances

Helping Parent Fianances

Planning Home Purchase

Living Overseas

Manage Indian Assets

DTAA Guildance

Global Income

Returning to India

Foreign Returning Accounts

Tax, Investments Transition

Global Income

Moving Abroad

Structuring Personal Finances

Helping Parent Finances

Planning Home Purchase

Living Overseas

Manage Indian Assets

DTAA Guildance

Global Income

Returning to India

Foreign Returning Accounts

Tax, Investments Transition

Global Income

Moving Abroad

Structuring Personal Finances

Helping Parent Fianances

Planning Home Purchase

Living Overseas

Manage Indian Assets

DTAA Guildance

Global Income

Returning to India

Foreign Returning Accounts

Tax, Investments Transition

Global Income

We're SEBI registered

We're SEBI registered

We're SEBI registered

Fixed Fee

Fixed Fee

Unbiased Advice

Unbiased Advice

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

Global & Indian Market Investments

Global & Indian Market Investments

Global & Indian Market Investments

Access best investment opportunities worldwide while maintaining strong roots in Indian markets.

Access best investment opportunities worldwide while maintaining strong roots in Indian markets.

Access best investment opportunities worldwide while maintaining strong roots in Indian markets.

01

01

01

Diversify across Indian and global markets

Diversify across Indian and global markets

Diversify across Indian and global markets

02

02

02

Use of GIFT city investments

Use of GIFT city investments

Use of GIFT city investments

03

03

03

Manage brokerage and retirement accounts

Manage brokerage and retirement accounts

Manage brokerage and retirement accounts

Goal-Based

Financial Planning

Goal-Based

Financial Planning

Goal-Based

Financial Planning

Personalized planning for life’s most important events.

Personalized planning for life’s most important events.

Personalized planning for life’s most important events.

01

01

01

Education, house purchase, retirement etc

Education, house purchase, retirement etc

Education, house purchase, retirement etc

02

02

02

Long-term residency abroad

Long-term residency abroad

Long-term residency abroad

03

03

03

Plan return to India

Plan return to India

Plan return to India

Total Investment

Total Investment

Total Investment

$ 3350.p.m

$ 3350.p.m

$ 3350.p.m

Wedding Expenses

Wedding Expenses

Wedding Expenses

$ 1200.p.m

Foreign Trip

Foreign Trip

Foreign Trip

$ 500.p.m

$ 500.p.m

$ 500.p.m

Dream Car

Dream Car

Dream Car

$ 650.p.m

Monthly Investment

Monthly Investment

Monthly Investment

$ 1000.p.m

Tax Compliance & Optimization

Tax Compliance & Optimization

Tax Compliance & Optimization

Navigate the complex maze of dual-country tax obligations with confidence.

Navigate the complex maze of dual-country tax obligations with confidence.

Navigate the complex maze of dual-country tax obligations with confidence.

01

01

01

Hassle-free Indian tax filing

Hassle-free Indian tax filing

Hassle-free Indian tax filing

02

02

02

Cross-border tax optimization

Cross-border tax optimization

Cross-border tax optimization

03

03

03

Use of DTAA benefits

Use of DTAA benefits

Use of DTAA benefits

DTAA Optimization

DTAA Optimization

DTAA Optimization

Capital Gain

Capital Gain

Capital Gain

$ 5,000

$ 5,000

$ 5,000

India Tax

India Tax

India Tax

₹ 2.4 L

₹ 2.4 L

₹ 2.4 L

US Tax

US Tax

US Tax

₹ 3.2 L

₹ 3.2 L

₹ 3.2 L

US Tax (without DTAA)

US Tax (without DTAA)

US Tax (without DTAA)

$750

$750

$750

US Tax (with DTAA)

US Tax (with DTAA)

US Tax (with DTAA)

$125

$125

$125

Structure Optimized

Structure Optimized

Structure Optimized

TDS Refund

TDS Refund

TDS Refund

Income

Income

Income

₹ 7.0L

₹ 7.0L

₹ 7.0L

Tax Liability

Tax Liability

Tax Liability

₹20k

₹20k

₹20k

TDS Deducted

TDS Deducted

TDS Deducted

₹70k

₹70k

₹70k

Excess TDS

Excess TDS

Excess TDS

₹50k

₹50k

₹50k

Refund ₹50k

Refund ₹50k

Refund ₹50k

Senior Citizen Financial Management

Senior Citizen Financial Management

Senior Citizen Financial Management

Ensure your parents in India are financially secure and well-cared for, even when you're miles away.

Ensure your parents in India are financially secure and well-cared for, even when you're miles away.

Ensure your parents in India are financially secure and well-cared for, even when you're miles away.

01

01

01

 International will and succession planning

 International will and succession planning

International will and succession planning

02

02

02

Healthcare and emergency fund planning

Healthcare and emergency fund planning

Healthcare and emergency fund planning

03

03

03

 Periodic Monitoring

 Periodic Monitoring

Periodic Monitoring

Health Insurance

Health Insurance

Health Insurance

Retirement Savings

Retirement Savings

Retirement Savings

Insurance Planning

Insurance Planning

Insurance Planning

Insurance planning that protects you and your family, regardless of where you are living.

Insurance planning that protects you and your family, regardless of where you are living.

Insurance planning that protects you and your family, regardless of where you are living.

01

01

01

Health insurance optimization

Health insurance optimization

Health insurance optimization

02

02

02

Life and disability insurance coordination

Life and disability insurance coordination

Life and disability insurance coordination

03

03

03

Property and casualty insurance review

Property and casualty insurance review

Property and casualty insurance review

Health Insurance

Health Insurance

Health Insurance

Car Insurance

Car Insurance

Car Insurance

Travel Insurance

Travel Insurance

Travel Insurance

Liability Management

Liability Management

Liability Management

Guidance on managing all types of loans internationally

Guidance on managing all types of loans internationally

Guidance on managing all types of loans internationally

01

01

01

 Indian and foreign home mortgage

 Indian and foreign home mortgage

 Indian and foreign home mortgage

02

02

02

Personal and education loan obligations

Personal and education loan obligations

Personal and education loan obligations

03

03

03

Liability optimization

Liability optimization

Liability optimization

Credit card savings

Credit card savings

Credit card savings

5%

+cashback

Home Loans

Home Loans

Home Loans

₹ 2.4 L

₹ 2.4 L

₹ 2.4 L

Optimized

Optimized

Optimized

Succession Planning

Succession Planning

Succession Planning

Ensure your legacy is preserved and transferred efficiently across multiple countries and generations

Ensure your legacy is preserved and transferred efficiently across multiple countries and generations

Ensure your legacy is preserved and transferred efficiently across multiple countries and generations

01

01

01

 International will and estate planning

 International will and estate planning

 International will and estate planning

02

02

02

Cross border wealth transfer

Cross border wealth transfer

Cross border wealth transfer

03

03

03

Next-generation wealth education

Next-generation wealth education

Next-generation wealth education

Trust Setup & Will Executed

Trust Setup & Will Executed

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 filing & planning

Tax filing & planning

Tax filing & 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?

Custom plans for you

Custom plans for you

Pro Advisory Plan

One Time

Review of current finances

Understanding of personal goals

One-time customized financial roadmap

Clear implementation steps

A one time financial plan for anyone looking for clarity and direction without execution support.

Premium Wealth Plan

Annual Subscription

Most Picked

Goal-based investment strategy

Complete family wealth planning

Dedicated team

Execution support

A 360° wealth management service with expert execution and ongoing support for all your family's financial needs

Indian Tax Filing & Advisory

One Time

Optimized to maximize tax savings

Guaranteed error-free filing

Compliant with Indian tax laws

Hassle-free tax filing with maximum savings - simple, accurate, and fully compliant.

Hassle-free tax filing with maximum savings - simple, accurate, and fully compliant.

Ready to start your stress free financial journey?

Ready to start your stress free financial journey?

Still got questions?
We're here to help.

Still got questions?
We're here to help.

Do you provide full financial planning for NRIs?

Do you provide full financial planning for NRIs?

Do you provide full financial planning for NRIs?

Can you help me plan for my parents financially from abroad?

Can you help me plan for my parents financially from abroad?

Can you help me plan for my parents financially from abroad?

Will I need to visit India to get started with you?

Will I need to visit India to get started with you?

Will I need to visit India to get started with you?

I plan to return back to India. Can you help me prepare financially?

I plan to return back to India. Can you help me prepare financially?

I plan to return back to India. Can you help me prepare financially?

Join The Financialist

Join The Financialist

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