The Financialist

The Financialist company description

All Your Financial Needs, Under One Roof Managing money shouldn't mean juggling multiple advisors, adhoc investments and scattered plans. With one annual subscription, you get everything - holistic financial plan, the rationale behind it and the execution - handled together, by one team, for one fixed fee. What's included: Investments — goal-based asset allocation aligned to your life stage and risk appetite Tax planning — proactive strategies to optimise your position year-round Insurance — right coverage, no gaps, reviewed as your life changes Liability — protecting what you've built from the unexpected Estate & will — a clear plan to pass on what matters, on your terms Why it works: Just a personalized plan built around your goals — and a team that grows with you. SEBI-registered RIA with No. INA000018036 (Finfam Investment Advisors Private Limited)

• Employee count

  51-200

• Industry

  Financial Services

• Headquarter address

  605,606,607, Grande Edifice, Akurli Road, Kandivali East, Mumbai, Maharashtra 400101, IN

• Country

  India

• Founded

  2020

• Company website

  https://thefinancialist.co