Have Financial Goals?

Get A Personalized Financial Plan To Achieve Those Goals.

Get a detailed understanding of your current financial health, the performance of your existing investments and an effective financial plan to achieve your financial goals.

null

1,00,000+ Customers

null

Unbiased Recommendations

null

SEBI RIA Registered

Get in touch with our financial advisor for customized financial planning solutions.




    How We Create Your Personalized Financial Plan?

    We trust only our custom-developed process to create a plan that will form the roadmap of your journey and
    guide you step-by-step to achieve your financial goals.

    null

    Getting To Know You

    The first step to create your plan starts with getting to know you, your income, existing assets, liabilities and financial goals.

    Analyzing Your Current Financial Position

    We analyze your current financial position based on your current income, expenses, assets, liabilities, existing investments and most importantly your goals.
    null
    null

    Analyzing Your Current Financial Position

    We analyze your current financial position based on your current income, expenses, assets, liabilities, existing investments and most importantly your goals.
    null

    Asset Mapping & Asset Identification

    We explore the growth potential of your existing assets to understand their capability to achieve your financial goals and if required, we identify additional assets that will aid in achieving the goals.

    Creating A Personalized Plan & Planning The Way Forward

    Combining the results of analysis and asset mapping, we create a personalized step-by-step financial plan that forms the base of your financial planning and guides you to take the right step at the right time to get the desired results.
    null
    null

    Creating A Personalized Plan & Planning The Way Forward

    Combining the results of analysis and asset mapping, we create a personalized step-by-step financial plan that forms the base of your financial planning and guides you to take the right step at the right time to get the desired results.

    Comprehensive Financial Planning That Ensures 360 Degree Financial Security And
    Enables You To Lead A Life Without Any Financial Stress.

    null

    Achieving YourFinancial Goals

    From buying a dream home or going on a dream vacation to planning your dream wedding or children’s education, your personalized goal-based financial plan is exclusively created to help you achieve your desired goals.

    null

    SecuringYour Retirement

    According to your retirement goals and the kind of retired life that you wish to live, an ideal retirement corpus is calculated and the required asset allocation is done to secure your retirement goals.

    null

    Protecting Your & Your Loved One's Life & Health

    Keeping your physical and financial health in mind the plan also calculates the ideal amount of life and health insurance that you need to secure your finances and the future of your family.

    null

    Preparing ForEmergency

    In order to ensure complete security of your finances, the financial plan focuses on allocating a specific amount of money as an emergency fund that protects your savings and investments during emergencies.

    null

    Making The Right Investment & Beyond

    Along with suggesting the best and the most reliable investment options that have the maximum potential to help you achieve your financial goals, Fintoo’s financial planning goes a step ahead and helps you regularly monitor and manage your investments as well.

    null

    Creating Budget & Debt Management

    Focusing on maximum utilization of your income and maximizing your investment potential, your personalized financial plan guides you to implement an ideal budgeting and debt restructuring strategy to minimize your unessential expenses and extra interest amount on your loans.

    Secure and Encrypted

    Your sensitive personal information is fully encrypted and securely stored.

    • Your sensitive personal information is fully encrypted.
    • Audited and certified by Bishop Fox (Google Security Partner) for our data security policies.
    • Hosted security on Amazon AWS Cloud
    • We are regulated. SEBI RIA Registered Investment Advisors Code: INA100012190
    • User accounts are OTP protected
    • User mobile app has biometric protection
    • Data is encrypted + SSL secured
    • Family accounts control
    • Strong privacy policy. Your data is never shared with a third party

    What Our Clients Say

    4
    th

    Assets Under Management

    300
    +

    Happy Clients

    5000
    +

    Wide Range of Investment

    5000
    +

    Wide Range of Investment

    300
    +

    Happy Clients

    Featured In

    Knowledge Base

    Market Morning Notes For 17th May 2022

    Markets witnessed low activity trade in terms of volume on Monday with total volume in the cash market failing to cross the Rs. 50000 cr mark despite gains in the financial and automobile sector. The surge in Brent crude prices above USD 110 a barrel has raised inflation fears across the globe and has capped […]

    Re-evaluate Your Tax Planning Strategies

    As a business owner, investor, or even a salaried employee your goal is growth, financial security, and independence. Planning a tax strategy isn’t your top priority throughout this journey. However, you must know that it is a key player in shaping your overall wealth. Often people miss out on planning a tax strategy until the […]

    Market Morning Notes For 16th May

    Markets for the week remained under pressure with the Nifty closing lower by almost 4% while high beta sectors like Metals and Energy declined by more than 10% putting pressure on the broader markets. However, at the current juncture, the Nifty 50 equal-weighted index has completed the setup of ‘Bullish Flag’ after weekly closing near […]