Welcome to The Financialist
Plan your financial future
Manage wealth like the top 0.01%
Planning
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Investing
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Serving Indians around the globe
Clients
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Goal Based Financial Management
Risk Mitigation & Insurance Planning
Fixed Income Investment Advisory
Loan Management & Optimisation
Cash Flow Management
Existing Portfolio Review & Asset Allocation
Tax Planning & Filling
Estate & Legacy Planning
Plan, Forecast, & Manage
Let’s create a plan that suits you’re lifestyle & goals
Board presentation
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Budgeting
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Financial analysis
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Forecasting
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Planning
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Management reporting
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Creating and Achieving Financial Goals Since 2020
Clients
Team Members
Assets under Advisory (₹ in Crs)
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