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Financial planning for your goals, with a SEBI-registered adviser

Retirement, your children’s education, a home. In a free 15-minute call, an adviser helps you see what each goal needs and where you stand today.

Book my free planning call15 minutes. Free. No obligation.
A couple planning family finances together at home
  • You know your goals, but not what they will cost
  • You are not sure how much to save or invest each month
  • You want retirement planning to start now, not when it feels urgent

SEBI Registered Investment Adviser (RIA) · Reg. no. INA000020031

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Does any of this sound like you?

I invest every month, but I could not tell you whether it adds up to retirement.

I have goals for my kids and our home. I do not know how to plan for all of them at once.

I keep putting off proper planning. I am afraid of what I will find out.

A plan turns those worries into numbers you can act on.

Book a planning call
Plan with a purpose

Why plan before you invest more

Investing without a plan can leave your goals disconnected from your money. A short planning conversation gives every rupee a job.

Goals have deadlines

Retirement, college fees and a home each need money at a different time. That shapes how you invest.

Costs rise over time

Inflation makes tomorrow’s goals more expensive than they look today.

Starting early gives you choices

The sooner you know the gap, the more ways you have to close it.

Why trust Fintoo

A SEBI-registered investment adviser you can verify

SEBI RIA

Fintoo Wealth Private Limited, registration no. INA000020031. Verify the registration and status on SEBI’s website.

10+ yearsof experience
Pan-Indiaadvisory access
Verify registration on SEBI
“Most investors we meet aren't short of investments. They're short of a clear picture. Our job is to give you that picture, plainly, and help you decide what to do next.”
CA Manish HingarFounder & CEO, Fintoo

What clients say

Book your free 15-minute planning call

Tell us how to reach you, then choose a time that suits you. Free, with no obligation.

How it works

  • Share your details in the form.
  • Choose a time that works for you.
  • Speak with a Fintoo adviser.
Questions? Call us+91-9699 800 600

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Let’s start with your name

So we know who we’re talking to.

SEBI RIA INA000020031 · BASL Member 2252

Questions you may have

What is personal financial planning?

It is the process of linking your income, spending, savings and investments to goals such as retirement, education or buying a home. A plan helps you decide how much to set aside and when.

Can you help with retirement planning in India?

Yes. You can discuss your retirement goals, time frame and current savings with a Fintoo adviser during the introductory call.

Is a portfolio review the same as a financial plan?

A portfolio review looks at investments you already hold. A financial plan starts with your goals and works out how your finances and investments support them.

Is Fintoo SEBI-registered?

Yes. Fintoo Wealth Private Limited is a SEBI-registered investment adviser, registration no. INA000020031. Check the current status on SEBI’s website.

Is the call really free?

Yes. The introductory 15-minute call is free and has no obligation to continue. Any paid planning service is explained before you decide.

Who is this for?

Anyone who wants to start planning for retirement, education, a home or other financial goals, or check whether their current investments support those goals.