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Financial Planning Solution

Achieve your life’s most important goals
confidently and feel proud.

Leverage the right combination of people, process and technology to transform your finance function and discover new ways of working

    Benefits of finance consulting services

    Reduce operating costs

    Identify opportunities to improve operational productivity with IBM’s framework.

    Drive business value

    Leverage data and technology to improve forecast accuracy and cash collections.

    Boost compliance

    Increase paid on time with intelligent workflows that monitor and mitigate risks.

    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.

    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
    Ravi Sukhani
    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
    Nitanshi Gandhi
    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
    Meet Patel
    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
    Gajendra Agarwal
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