Plan Life Better

With your personal wealth manager for your insurance, tax and money management needs

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Abhik Patel and 250 others have already joined.

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About us

We are India’s most trusted digital family office who take pride in making financial planning accessible, simple and transparent to all Indians. With a team backed from prestigious institutions and experience, we are on a quest to relieve your financial burden and secure a wealthy life.

One subscription, multiple services

Define and pursue tailored financial objectives

Goal Based
Financial Management

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

Risk Mitigation &
Insurance Planning

Explore expert guidance for stable, income-generating investments

Fixed Income
Investment Advisory

Streamline and enhance loan processes to reduce costs

Loan Management &

Establish systems to efficiently handle incoming and outgoing funds

Cash Flow

Adjust your investment distribution for optimal performance

Existing Portfolio Review Asset Allocation

Legal and optimal tax strategies and filing requirements

Tax Planning &

Design plans to preserve wealth and facilitate smooth transfers

Estate & Legacy

Read our latest blogs

What our clients say

Varun Gupta
Varun Gupta
SVP, Head of Growth at Bombay Shaving Company
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Young dynamic knowledgeable helpful planners. Good inputs and overall ownership! I would recommend them to people who are looking to sort out their financial mess and then plan for a better future.
Abhik Patel
Abhik Patel
Co-founder at Wintwealth
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As a client, my primary criteria for selecting a financial advisor was not maximizing returns but finding someone I can trust and who is unbiased. The Financialist met these criteria and has exceeded my expectations
Data Scientists at Games 24x7
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Before marriage, managing finances was simple; however, we needed guidance as a couple. The Financialist team helped us merge our finances with a clear, concise plan.
Shashank Iyer
Shashank Iyer
Salesforce Solution Architect, Sequoia Consulting Group
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The Financialist helped the significance of goal-based investing considering the time horizon. Their expert guidance and well-structured plan enabled me to achieve my housing goal systematically.

Frequently Asked Questions

At The Financialist, our expert-guided financial planning helps families live with peace of mind and financial security. A robust plan can protect against unforeseen risks, such as bankruptcy, market fluctuations, and health emergencies

We offer a comprehensive range of services for your financial well-being, including investment solutions, insurance and tax planning, loan optimization, and retirement planning

As a family office financial planner, we provide a suite of financial services under one annual subscription to cover all aspects of your financial well-being

Meet our team

Priyank Shah

Co-Founder and CEO, CA | CFA

Vatsal Majithia

Co-Founder and CIO, CA | CFA

Get in touch

Drop your message here and our team will get back to you in a giffy!