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What's New

Who we are

Founded by an IIT & IIM alumnus, Fin@Work helps individuals achieve their financial goals and build long term wealth in a structured and scientific way.

Private wealth management is limited to very high net worth individuals, we cater to emerging affluents providing high quality advisory service.

We are a SEBI Registered Investment Advisor and Certified Financial Planner, want to know what else makes us different ..

Our Approach

Your needs

Gone are the days when the Govt used to take care of your retirement (pension - defined benefits plan), onus has now shifted to individuals to build their retirement nest.

Are you prepared for it?

If you want to give your children the best of education, you know well how expensive that has become. The earlier you start planning for it, the easier it will be for you to build the corpus required.

Have you started saving yet?

What we offer

Wealth Solutions

Are your finances aligned to your future vision of life? Are your investments providing the returns commensurate to the risk you are taking? Our wealth solutions are designed to guide you at every step as you make important life and investment decisions.

Proactive Investing

Just like Panchtatwa (five elements of universe), there are five unique asset classes, each having unique characteristics. By being proactive with your investments and asset allocation, you can enhance your overall investment experience."

Mutual Funds

Get the best of both worlds - Access to DIRECT plans of Mutual Funds and Investment EXPERTISE of your advisor. Look beyond plain SIPs and realize the best of what this investment avenue has to offer.

Articles

Budget 2020

Of the various budgets in recent past, Budget 2020 had quite an impact from personal finance perspective.

Union Budget 2019

Laying the groundwork for making India a USD 5 trillion economy

Others Speak

In News

Our founder talking to The Economic Times about his journey on why he started Fin@Work and "Changing landscape of Financial Advisory in India".

Case Study

"According to Rajan, Bansal has brought in the crucial element of discipline into their financial life." Read how we helped one of our clients in streamlining their finances.

Live Mint - Business Daily