Wealth is more than
just building a Portfolio.
it's the trust earned,
a relation built,
a goal achieved.
Fin@Work manages the entire financial lifespan:
present & future needs & imperatives.
Unbiased Advice from
SEBI Registered Adviser
Founded by IIT & IIM alumnus.
Goal-led, Client Centric
A full service boutique wealth management firm
- Founded by IIT IIM alumnus
- SEBI Registered Investment Advisor
CREATE | MANAGE | PROTECT
the gaps we fulfill
the pain-points we resolve
Know Our Founder
Money is not the destination but a vehicle to take us to our future vision of life
Are your finances aligned to your life goals? Is money helping you to get closer to your future vision of life?
Are your investments giving returns commensurate to risk you are taking? Are you building wealth over long term?
Want your wealth to get transferred to your intended beneficiaries? Your wish or ugly fights?
Want to participate in India growth story? We have been in your shoes.
Paying too much taxes? There is always scope for optimization.
Want an ongoing pension but afraid of inflation? Your golden years are ahead of you.
Not just equity.
A Diversified Portfolio
across multiple investing options.
Indian economy has produced many marquee companies in last 2 decades. Participate in future leaders.
Invest in direct plans of MFs and get the investment expertise of your advisor.
As active funds start lose their competitive advantage, ETFs offer a smarter route.
Invest in the companies across the world you admire while being in India.
One of the most underappreciated investment asset class. Discover the power of this critical component of an investment portfolio.
One of the oldest and universal asset class. There are several innovations around Gold which you could participate.
a glorious track record of
insight with integrity
Good strategy drives
drives great results.
According to Rajan, Bansal has brought in the crucial element of discipline into their financial life.
Our clients swear by
our meticulous process…
Where do I want to be
Implementing the plan
multiple investors have
chosen & trusted Fin@Work.
hear them explain why:
Ready to achieve your financial goals?
Let's partner up and achieve that.
Set up a
with our experts.
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