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 Guidance
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 Guidance
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 Guidance
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 Guidance
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 Guidance
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 Guidance
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 Guidance
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 Guidance
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
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
Fixed Fee
Fixed Fee
Unbiased Advice
Unbiased Advice
Personalized Plans
Personalized Plans
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?
"Working with the team simplified complex US-India financial decisions and aligned my risk-taking with my wife's caution.”
Luv Gupta
Data scientist, Grammarly - USA
"We were able to see a clear, well-planned financial future with honest guidance to build a strong portfolio and retirement plan.”
Akshay Jain
Software Engineer- USA
“The team actually took time to explain everything to me clearly, which gave me confidence in them and in my own finances.”
Tanushree Sarkar
Postdoctoral Fellow, University of Missouri - USA
"The Financialist simplified cross-border decisions for me, providing expert advice a Dubai based expat like me could trust."
Vishwam Rathore
VP Product, Bayzat - UAE
"Working with the team simplified complex US-India financial decisions and aligned my risk-taking with my wife's caution.”
Luv Gupta
Data scientist, Grammarly - USA
"We were able to see a clear, well-planned financial future with honest guidance to build a strong portfolio and retirement plan.”
Akshay Jain
Software Engineer- USA
“The team actually took time to explain everything to me clearly, which gave me confidence in them and in my own finances.”
Tanushree Sarkar
Postdoctoral Fellow, University of Missouri - USA
"The Financialist simplified cross-border decisions for me, providing expert advice a Dubai based expat like me could trust."
Vishwam Rathore
VP Product, Bayzat - UAE
"Working with the team simplified complex US-India financial decisions and aligned my risk-taking with my wife's caution.”
Luv Gupta
Data scientist, Grammarly - USA
"We were able to see a clear, well-planned financial future with honest guidance to build a strong portfolio and retirement plan.”
Akshay Jain
Software Engineer- USA
“The team actually took time to explain everything to me clearly, which gave me confidence in them and in my own finances.”
Tanushree Sarkar
Postdoctoral Fellow, University of Missouri - USA
"The Financialist simplified cross-border decisions for me, providing expert advice a Dubai based expat like me could trust."
Vishwam Rathore
VP Product, Bayzat - UAE
"Working with the team simplified complex US-India financial decisions and aligned my risk-taking with my wife's caution.”
Luv Gupta
Data scientist, Grammarly - USA
"We were able to see a clear, well-planned financial future with honest guidance to build a strong portfolio and retirement plan.”
Akshay Jain
Software Engineer- USA
“The team actually took time to explain everything to me clearly, which gave me confidence in them and in my own finances.”
Tanushree Sarkar
Postdoctoral Fellow, University of Missouri - USA
"The Financialist simplified cross-border decisions for me, providing expert advice a Dubai based expat like me could trust."
Vishwam Rathore
VP Product, Bayzat - UAE
We asked our clients,
What changed after
you joined us?
“Young, sharp minds who took ownership of my finances and genuinely wanted to help me plan better.”
Luv Gupta
Data scientist, Grammarly - USA
"We were able to see a clear, well-planned financial future with honest guidance to build a strong portfolio and retirement plan.”
Akshay Jain
Software Engineer- USA
“Young, sharp minds who took ownership of my finances and genuinely wanted to help me plan better.”
Tanushree Sarkar
Postdoctoral Fellow, University of Missouri - USA
“Young, sharp minds who took ownership of my finances and genuinely wanted to help me plan better.”
Vishwam Rathore
VP Product, Bayzat - UAE
“Young, sharp minds who took ownership of my finances and genuinely wanted to help me plan better.”
Luv Gupta
Data scientist, Grammarly - USA
"We were able to see a clear, well-planned financial future with honest guidance to build a strong portfolio and retirement plan.”
Akshay Jain
Software Engineer- USA
“Young, sharp minds who took ownership of my finances and genuinely wanted to help me plan better.”
Tanushree Sarkar
Postdoctoral Fellow, University of Missouri - USA
“Young, sharp minds who took ownership of my finances and genuinely wanted to help me plan better.”
Vishwam Rathore
VP Product, Bayzat - UAE
“Young, sharp minds who took ownership of my finances and genuinely wanted to help me plan better.”
Luv Gupta
Data scientist, Grammarly - USA
"We were able to see a clear, well-planned financial future with honest guidance to build a strong portfolio and retirement plan.”
Akshay Jain
Software Engineer- USA
“Young, sharp minds who took ownership of my finances and genuinely wanted to help me plan better.”
Tanushree Sarkar
Postdoctoral Fellow, University of Missouri - USA
“Young, sharp minds who took ownership of my finances and genuinely wanted to help me plan better.”
Vishwam Rathore
VP Product, Bayzat - UAE
“Young, sharp minds who took ownership of my finances and genuinely wanted to help me plan better.”
Luv Gupta
Data scientist, Grammarly - USA
"We were able to see a clear, well-planned financial future with honest guidance to build a strong portfolio and retirement plan.”
Akshay Jain
Software Engineer- USA
“Young, sharp minds who took ownership of my finances and genuinely wanted to help me plan better.”
Tanushree Sarkar
Postdoctoral Fellow, University of Missouri - USA
“Young, sharp minds who took ownership of my finances and genuinely wanted to help me plan better.”
Vishwam Rathore
VP Product, Bayzat - UAE
We asked our clients,
What changed after
you joined us?
"Working with the team simplified complex US-India financial decisions and aligned my risk-taking with my wife's caution.”
Luv Gupta
Data scientist, Grammarly - USA
"We were able to see a clear, well-planned financial future with honest guidance to build a strong portfolio and retirement plan.”
Akshay Jain
Software Engineer- USA
“The team actually took time to explain everything to me clearly, which gave me confidence in them and in my own finances.”
Tanushree Sarkar
Postdoctoral Fellow, University of Missouri - USA
"The Financialist simplified cross-border decisions for me, providing expert advice a Dubai based expat like me could trust."
Vishwam Rathore
VP Product, Bayzat - UAE
"Working with the team simplified complex US-India financial decisions and aligned my risk-taking with my wife's caution.”
Luv Gupta
Data scientist, Grammarly - USA
"We were able to see a clear, well-planned financial future with honest guidance to build a strong portfolio and retirement plan.”
Akshay Jain
Software Engineer- USA
“The team actually took time to explain everything to me clearly, which gave me confidence in them and in my own finances.”
Tanushree Sarkar
Postdoctoral Fellow, University of Missouri - USA
"The Financialist simplified cross-border decisions for me, providing expert advice a Dubai based expat like me could trust."
Vishwam Rathore
VP Product, Bayzat - UAE
"Working with the team simplified complex US-India financial decisions and aligned my risk-taking with my wife's caution.”
Luv Gupta
Data scientist, Grammarly - USA
"We were able to see a clear, well-planned financial future with honest guidance to build a strong portfolio and retirement plan.”
Akshay Jain
Software Engineer- USA
“The team actually took time to explain everything to me clearly, which gave me confidence in them and in my own finances.”
Tanushree Sarkar
Postdoctoral Fellow, University of Missouri - USA
"The Financialist simplified cross-border decisions for me, providing expert advice a Dubai based expat like me could trust."
Vishwam Rathore
VP Product, Bayzat - UAE
"Working with the team simplified complex US-India financial decisions and aligned my risk-taking with my wife's caution.”
Luv Gupta
Data scientist, Grammarly - USA
"We were able to see a clear, well-planned financial future with honest guidance to build a strong portfolio and retirement plan.”
Akshay Jain
Software Engineer- USA
“The team actually took time to explain everything to me clearly, which gave me confidence in them and in my own finances.”
Tanushree Sarkar
Postdoctoral Fellow, University of Missouri - USA
"The Financialist simplified cross-border decisions for me, providing expert advice a Dubai based expat like me could trust."
Vishwam Rathore
VP Product, Bayzat - UAE
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
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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