Wealth Management & Financial Planning Advisor In India

We help the investors to sail by navigating them through the ocean of Finance

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Peaceful retirement is a price which you get for working hard your whole life.

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We help you to array your finances from clutter to clarity.

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In life, as in chess nobody wins without planning.

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OUR SERVICES

FinTao makes your financial journey easy & relaxed by navigating you with our expertise

Goal Planning

We analyse & understand you & your family, based on that we prepare holistic financial plan for you, which can bring bliss to your life.

Asset Allocation

To reap the fruits from your investments one strategy which works very well is divide & rule in your investments.

Wealth Creation

We navigate you by considering your entire life & concentrate on the big picture by understanding your relationship with your money.

Retirement Planning

Retirement Planning is bringing the future into the present so that we can plan & start working for it now.

Tax Strategies

We tailor the "best fit" strategy for you which will interlock with your investment planning & help you to save on tax.

NRI Services

We look at multidimensional view of your personal finance & provide simple solutions to your complex problems.

FINTAO KIDS

“Better to start early than finish late” – J.R. Rim

FinTao is very much dedicated towards you & whom all you love, our focus is also expanded to educate your kids “how to value money”. As this concept will help to sustain your family’s wealth and lays the foundation towards a fulfilling future for your kids.

OUR CLIENT

Clients Appreciate what we do

Being an NRI it was quite tough to manage assets overseas but after the association with FinTao, things were settled in my mental accounting as their way of explanation & transparency is what I liked a lot.

Ravi SukhaniChartered Accountant

The guys here know their stuff. They bring expertise in both finance and technology to the table and most importantly care about their clients.

Nitanshi GandhiEntrepreneur

I have multiple goals and might want to achieve all of them, but after the association with FinTao, they taught me how to prioritize the goals and aligning investments with the time horizon, aligning investment for the specific goal and planning for the same

Meet PatelDiamond Merchant

Being a businessman, I was under the impression that I need to re-invest only in my own business,but FinTao helped me to understand the value of diversification & one of the best way to transfer wealth in a tax-efficient & hassle-free manner. Also, the tax efficiency of Debt MF over FD was an eye-opener.

Gajendra AgarwalFounder of GA Infra