The Financialist
Mumbai, India · Founded 2021
- Headquarters
- Mumbai
- Employees
- 1–10
- Founded
- 2021
- Business Model
- B2C
- Website
- thefinancialist.co.in
About
The Financialist, operated by Finfam Investment Advisors Private Limited, is a SEBI-registered investment advisory platform based in Mumbai, India, that provides comprehensive, fee-only personal financial planning to individuals and NRIs. Advisors craft personalized plans covering investment planning, tax planning, insurance, liability management, goal-based financial planning, and succession planning — all delivered through a subscription model with fixed fees and no commissions. The platform offers clients ongoing portfolio monitoring via a proprietary dashboard, quarterly reviews, and direct tax filing support, giving individuals a single point of accountability for their entire financial life.
Summary
The Financialist is a Fintech company based in Mumbai, India, founded in 2021.
Tech & App Stack
1 technologies & apps tracked
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