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?

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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?

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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.

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Union Budget 2019

Laying the groundwork for making India a USD 5 trillion economy

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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".

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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

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Podcasts/Videos

Fixed Income and Gold

Complaints Status

Aug'21

At the beginning of month - 0

During the month - 0

Resolved during the month - 0

Pending at the end of month - 0

Reason

Reason for pendency - NA

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Copyright 2011-21 Fin@Work
SEBI Reg No: INA200002387