Financial advice, tailored for you.

Financial advice, tailored for you.

The Financialist helps you manage every part of your personal finances, from investments and loans to taxes, cash flow, and insurance, all in one place.

The Financialist helps you manage every part of your personal finances, from investments and loans to taxes, cash flow, and insurance, all in one place.

We take immense pride in our values

Fixed fee

No mis-selling

No spam

One plan for all your needs

One plan for all your needs

Take control of your finances in just four steps.

Take control of your finances in just four steps.

Our experts truly understand your needs and make a personalized plan just for you.

STEP 1

Introduction & Discovery Call

We understand everything about your current financial position, goals, dependents, risk.

STEP 2

Personalized Plan for you

Our experts create a personalized financial plan, covering cash flow, tax planning, expenses, insurance, liabilities, goals, and investments, using proprietary technology.

STEP 3

Walk-through Call

Our expert advisors guide you through your tailored Financial Plan, explaining every detail of your financial roadmap.

STEP 4

Subscription & Execution

Only when you are satisfied with our competence and are onboard with the financial plan, we ask you to pay a subscription fee which comes with a no questions asked refund policy.

We handle all your financial needs with care and expertise

Financial Planning

Our experts look at the complete picture of your finances and give personalized solutions.

Comprehensive support for all your financial needs, from planning to managing and optimizing wealth.

Investment Advisory

Get expert advice on investments to grow your wealth and meet your financial goals.

Tax Planning and Filling

Expert tax planning and filing to minimize liabilities and maximize your savings efficiently.

Cash-flow Management

Set up easy systems to manage your income and expenses for better financial control.

Insurance Planning

Develop strategies to minimize risks and ensure appropriate coverage and plan for self and family.

Existing Portfolio Review

Review your current investments to ensure they align with your financial goals and risk tolerance.

Debt Management and Optimization

Smart strategies to manage and reduce your debts, helping you optimize finances efficiently.

Absolutely loved by our clients

Absolutely loved by our clients

“We started The Financialist to help people plan their lives better”

“We started The Financialist to help people plan their lives better”

Your career, family, and personal goals are always changing, and the choices you make now impact your future. With so many options, it can be overwhelming to know what’s best. At The Financialist, we provide personalized guidance to help you make confident decisions that align with your long-term vision.

Your career, family, and personal goals are always changing, and the choices you make now impact your future. With so many options, it can be overwhelming to know what’s best. At The Financialist, we provide personalized guidance to help you make confident decisions that align with your long-term vision.

Priyank Shah

CEO, Co-Founder

Vatsal Majithia

CIO, Co-Founder

Frequently asked questions

Frequently asked questions

How is The Financialist different from other financial advisory firms?

How does your subscription model operate?

What is your onboarding process, and how do you ensure security?

How is The Financialist different from other financial advisory firms?

How does your subscription model operate?

What is your onboarding process, and how do you ensure security?

How is The Financialist different from other financial advisory firms?

How does your subscription model operate?

What is your onboarding process, and how do you ensure security?

Will I receive spam?

Can I work with you if I already have a CA? How qualified are your advisors?

What is your cancellation policy? Can I cancel the subscription anytime?

Will I receive spam?

Can I work with you if I already have a CA? How qualified are your advisors?

What is your cancellation policy? Can I cancel the subscription anytime?

Will I receive spam?

Can I work with you if I already have a CA? How qualified are your advisors?

What is your cancellation policy? Can I cancel the subscription anytime?

We take care of all aspects of your finances.

We take care of all aspects of your finances.

One plan for all your needs

One plan for all your needs