I have been a client of Fin@Work since 2018 and I am glad that I chose them to be my financial advisor. In Saurabh, we have found a great partner, who is not just an adviser for us but also has become a good friend over the years. He has a keen eye for the market ups and downs; he invests thoughtfully and strategically making the best of opportunities between equity, debt and MFs. Everytime I had a question about any of the purchases or strategy, Saurabh has patiently explained this thought process & logic and made me comfortable with his decision. He is a man of integrity and believes in long term relationships rather a quick money spinning commissioned transactions. I highly recommend Fin@Work to be preferred partner in the financial planning journey.

I have been working on my savings with Fin@Work since 2013. I can certify that Fin@Work team, is not just skilled at managing money -- but also have high levels of integrity and great love for their work. Advisors need to have a good life philosophy -- they ought to teach their clients to not just save money, but also to enjoy the benefits of having money. Fin@Work team meets this criteria and always have excellent counsel to offer. They are extremely ethical and work with client's best interests at heart. Most importantly, they are very good with steering clients away from bad financial decisions. I fully endorse their work.

Both of us are quite busy at work, we never got time to think about our life goals and what will it take to achieve them. We used to get information from various sources (friends, families, newspaper etc) but it used to be quite random and often conflicting. Fin@Work provided us with a questionnaire to help us understand where we were and where we wished to go. There is a well planned thought out approach on where and how we put our money, there is discipline which has come in the way we manage our finances now.

Given the busy work life and lack of financial knowledge, I did little beyond investing in the mandatory tax saving products. Fin@Work brought the things in perspective, I can sleep in peace now as I know my money is being invested right. Their service involved an in depth analysis of my needs and financial goals and then a tailor made plan exclusively for me. I only wish I had discovered them earlier.

Even though I have a finance background, I was still struggling to make sense of sheer mass of data available in regards to equity, mutual funds etc. My concern was that my children’s future was secure right from education till marriage. Thanks to the portfolio view I now have of my investments, I can not only track how my portfolio is doing, I can also take quicker decisions and take advantage of market cycles. I can map my investments to my family’s objectives. I now feel we are moving towards the right direction to secure my family’s future.

In the investment market, there are too many options. I didn’t know which ones to invest and randomly invested in past. The yield was not satisfactory, I was not sure if I will be able to achieve my financial goals. Our risk profile was analysed very well by Fin@Work and portfolio was designed accordingly. The goals which we thought were impossible to achieve are very well within our reach now. Even when the market was volatile, we got reasonable returns which increased our confidence on Fin@Work.

I worked in RBI for 33 years, mostly in financial regulation & supervision and then, I moved on to build Bank Note Paper Mill, India to manufacture currency notes. At this point, I had to choose between managing my own retirement fund or entrusting it to a professional. I decided to put my efforts towards my new responsibility and began to search for a wealth management firm to manage my financial investments. I chose Fin@Work because of their collaborative approach and the fact that they never claimed to give tall returns. And my expectation was that my real (and not nominal) returns be in good shape; I am aware of how markets function. Now, it’s been 9 years with them, I am happy with the returns and I look forward to continuing the relationship with them and growing my wealth.