Smart, Honest and Transparent advice for securing your Financial Future

Fee-Only Financial Planning & Investment Advisory

We make Financial Dreams Real

“The secret to getting ahead is getting started.”

– MARK TWAIN

In India, lower returns from government-backed retirement and pension schemes, high inflation and increasing life span are forcing people to look for additional investment options to achieve financial goals and retirement self-sufficiency. Poor knowledge of these investment products and gross misselling by intermediaries in the past has created a trust deficit among people preventing them from reaching out to advisors for help.

“61% of India's elderly could be without any income security by 2050” – Business Standard

finmyn is our endeavour to bridge this gap by providing “Fee-Only” advisory. In other words – “No commission from any product recommended by us”. Our business model ensures that our advice is aligned with your financial needs. By being a SEBI Registered Investment Adviser, we have a fiduciary responsibility to keep your interest above everything else. With our experience in advising over the last two decades through three bull and bear market cycles, we are confident that we will make your financial journey worry-free.

Our vision is to make every Indian financially independent.

Our mission is to provide ethical, transparent, holistic and customized financial advice.

We provide end-to-end Financial and Investment Advisory services including

  • Risk Assessment
  • Financial Planning
  • Retirement Planning
  • Insurance Planning
  • Investment Advisory
  • Assistance in Tax Planning and Will Creation

If you need any help with Finance Advice, please do not hesitate to reach out to us. We will provide the best financial solutions for you.

“A goal without a plan is just a wish.” — Antoine de Saint-Exupéry

Our Client engagement journey starts with an indication of interest from you. We have a well-established process in place to ensure an engaging and meaningful experience. Our typical engagement process includes

  1. First meeting with you to understand your need, apprise you about our financial solutions and engagement approach
  2. Signing of a contract post your approval
  3. Profile data sharing from you
  4. A joint collaborative effort to understand your needs better and capture any missing information
  5. Time-bound creation, sharing and walkthrough of Financial Plan and advice with you
  6. Continuous engagement and follow up with you to ensure successful implementation of Financial Plan
  7. Periodic updating and review of Financial plan

“If people like you, they’ll listen to you, but if they trust you, they’ll do business with you.” – Zig Ziglar

We are “Fee-Only” advisors and do not take any commission for any product recommended by us.

In our first year of engagement, we deliver a comprehensive customized financial plan and work with our client to implement it. We formally review a plan twice a year.

From the second year onwards, the financial plan is updated for any changes in life events and financial needs and the implementation is done in alignment with the updated financial plan.

We encourage our clients to reach out to us at any time during the period of engagement for any financial help.

We charge an annual fee for services offered to our Clients. The fee is based on the complexity involved in creating a financial plan and providing support throughout the year. 

If you want to know what clients are saying about engagement experience, please click  “Client Speak” or “reviews” link in the google map below.