As our name says “a way towards the ultimate reality of personal finance”.
We help you to distinguish yourself from a dreamer to a planner because we believe there are dreamers and there are planners: the planners are the one who make their dreams come true.
We are a team of CFPCM which is the most prestigious and internationally accepted Financial Planning qualification recognized and respected by the global financial community and we have enriched our skillset with PGDM in Finance & multiple NSE certifications (like RA XV, IA XA & XB ). Also certified by IRDA and AMFI for insurance and Mutual Fund advisory services
We have over 5 years of experience in the field of advisory. Our team has combined experience of handling more than 180 cr from more than 320 families. We have served all categories of clients like Doctors,Army officials Entrepreneurs, NRI’s, and Salaried individuals.
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Step 1
Schedule a time with us
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Step 2
Understanding & aligning on both sides of thoughts
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Step 3
Engagement for services
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Step 4
Plan Presentation for Wealth management & Financial Planning
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Step 5
Implementation of Plan
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Step 6
Nurturing & Reviewing every quarter
OUR PHILOSOPHY
Cornerstone
"Empathy" is what we believe is our cornerstone on what we build up our clients trust
Individualistic Approach
We invest in our relationship by understanding our client as an individual and interested in understanding the client's journey and dreams
360 Degree Approach
We want to understand our clients where they have been, where they are, and where they want to go, we want to truly understand the people and goals important to them and their life priorities
Optimal Mix
With Optimal Mix of above three, we blend our finance expertise in a fair & transparent manner to serve you and your journey ahead in this ocean of finance
WHY FINTAO
“Knowledge is a treasure but practice is a key to it” - Lao Tzu
Trust
As our cornerstone is Empathy, we believe trust is imbibed in the same stone, we like to walk our talk.
Values
We keep our clients on our top most priority, we value them and their aspirations,We express in a simple way, without vocabulary game.
Competent
To assist our clients we keep our knowledge & research process power-packed with scientific data & rationale behind it.
Process Oriented
We believe process helps to execute a plan, which indeed makes the plan successful.
Technology Driven
Our reporting & financial plans are also backed by technology driven platforms which help us to make our process efficient & transparent.
What Our Clients Say
Deeper Insights
