Expert Financial Guidance,
Across Borders.
Expert Financial Guidance,
Across Borders.
Digital Family Office Services
Digital Family Office Services
We Understand That Your Financial Needs Go Further - And So Do We
We Understand That Your Financial Needs Go Further
- And So Do We
Goal Based Strategic Asset Allocation.
Goal Based Strategic Asset Allocation.
Global & Indian Market Investments.
Global & Indian Market Investments.
Cash Flow and Currency Management
Cash Flow and Currency Management
Tax Optimization & Compliance
Tax Optimization & Compliance
Filing Indian Tax Returns.
Filing Indian Tax Returns.
Retirement and Succession Planning
Retirement and Succession Planning
401(k), IRA and Retirement Accounts Advisory
401(k), IRA and Retirement Accounts Advisory
QROPs & Pension Transfers
QROPs & Pension Transfers
Liability Planning
Liability Planning
Senior Citizen Parents Financial Management.
Senior Citizen Parents Financial Management
Insurance Coverage Review and Solutions.
Insurance Coverage Review and Solutions.
Employee Stock Purchase Plan & RSU
Employee Stock Purchase Plan & RSU
We take immense pride in our values
Fixed fee
Fixed fee
No mis-selling
No mis-selling
No spam
No spam
Take control of your finances in just four steps.
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.
Our experts truly understand your needs and make a personalized plan just for you.
Our experts truly understand your needs and make a personalized plan just for you.
We're SEBI registered
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.
Custom plans for you
Custom plans for you
Premium Wealth Plan
Annual Retainer
Custom*
as per country
Personalized investment strategy with end-to-end execution support.
Complete family wealth planning with hands-on implementation assistance.
Dedicated team providing proactive updates and investment guidance
Check-in with your parents in India and helping them with their personal finances as well.
A comprehensive wealth management service with dedicated expert execution, ongoing support, and proactive oversight for all your family's financial needs
Most Picked
Pro Advisory Plan
One Time
$350
One-time, customized financial roadmap.
Get a complete 360° review of your current financial position and goals.
Actionable investment strategies with clear implementation steps.
Expert Guidance on all your Financial Queries.
A great plan if you are looking for a one time review of your current personal finances and need just a roadmap without any execution support.
India Tax Filing and Advisory Plan
One Time
$100
Maximize savings with tax optimization
Guaranteed error-free filing
Compliant with Indian tax laws
Quick, seamless, and stress-free process
Personalised+priotity service
Hassle-free tax filing with maximum savings - simple, accurate, and fully compliant
Ready to start your stress free financial journey?
Absolutely loved by our clients
Absolutely loved by
our clients
Absolutely loved by
our clients
"The Financialist helped my wife and I align our financial styles—I'm a risk-taker, she's cautious—and we both feel confident. They also guided my family through complex US-India cross-border issues. For personalized, global advice, they’re unmatched."
Luv Gupta
Data scientist, CODA - USA
"I’ve worked with The Financialist for 3 years after a friend’s referral. As a Dubai-based expat with family in India, I needed expert cross-border advice—and they’ve delivered. I trust their guidance completely."
Vishwam Rathore
VP Product, Bayzat - UAE
"We’ve been with The Financialist for two years, and it’s been transformative. Their honest, no-nonsense advice helped us build a solid portfolio, retirement plan, and confidence in our financial future."
Akshay Jain
Software Engineer, Helix - USA
"The Financialist team has made money management feel simple. They take the time to explain things clearly, which has helped me feel more confident—not just with my own finances, but when guiding others too."
Tanushree Sarkar
Postdoctoral Fellow, University of Missouri - USA
"The Financialist helped my wife and I align our financial styles—I'm a risk-taker, she's cautious—and we both feel confident. They also guided my family through complex US-India cross-border issues. For personalized, global advice, they’re unmatched."
Luv Gupta
Data scientist, CODA - USA
"I’ve worked with The Financialist for 3 years after a friend’s referral. As a Dubai-based expat with family in India, I needed expert cross-border advice—and they’ve delivered. I trust their guidance completely."
Vishwam Rathore
VP Product, Bayzat - UAE
"We’ve been with The Financialist for two years, and it’s been transformative. Their honest, no-nonsense advice helped us build a solid portfolio, retirement plan, and confidence in our financial future."
Akshay Jain
Software Engineer, Helix - USA
"The Financialist team has made money management feel simple. They take the time to explain things clearly, which has helped me feel more confident—not just with my own finances, but when guiding others too."
Tanushree Sarkar
Postdoctoral Fellow, University of Missouri - USA
"The Financialist helped my wife and I align our financial styles—I'm a risk-taker, she's cautious—and we both feel confident. They also guided my family through complex US-India cross-border issues. For personalized, global advice, they’re unmatched."
Luv Gupta
Data scientist, CODA - USA
"I’ve worked with The Financialist for 3 years after a friend’s referral. As a Dubai-based expat with family in India, I needed expert cross-border advice—and they’ve delivered. I trust their guidance completely."
Vishwam Rathore
VP Product, Bayzat - UAE
"We’ve been with The Financialist for two years, and it’s been transformative. Their honest, no-nonsense advice helped us build a solid portfolio, retirement plan, and confidence in our financial future."
Akshay Jain
Software Engineer, Helix - USA
"The Financialist team has made money management feel simple. They take the time to explain things clearly, which has helped me feel more confident—not just with my own finances, but when guiding others too."
Tanushree Sarkar
Postdoctoral Fellow, University of Missouri - USA
"The Financialist helped my wife and I align our financial styles—I'm a risk-taker, she's cautious—and we both feel confident. They also guided my family through complex US-India cross-border issues. For personalized, global advice, they’re unmatched."
Luv Gupta
Data scientist, CODA - USA
"I’ve worked with The Financialist for 3 years after a friend’s referral. As a Dubai-based expat with family in India, I needed expert cross-border advice—and they’ve delivered. I trust their guidance completely."
Vishwam Rathore
VP Product, Bayzat - UAE
"We’ve been with The Financialist for two years, and it’s been transformative. Their honest, no-nonsense advice helped us build a solid portfolio, retirement plan, and confidence in our financial future."
Akshay Jain
Software Engineer, Helix - USA
"The Financialist team has made money management feel simple. They take the time to explain things clearly, which has helped me feel more confident—not just with my own finances, but when guiding others too."
Tanushree Sarkar
Postdoctoral Fellow, University of Missouri - USA
"The Financialist helped my wife and I align our financial styles—I'm a risk-taker, she's cautious—and we both feel confident. They also guided my family through complex US-India cross-border issues. For personalized, global advice, they’re unmatched."
Luv Gupta
Data scientist, CODA - USA
"I’ve worked with The Financialist for 3 years after a friend’s referral. As a Dubai-based expat with family in India, I needed expert cross-border advice—and they’ve delivered. I trust their guidance completely."
Vishwam Rathore
VP Product, Bayzat - UAE
"We’ve been with The Financialist for two years, and it’s been transformative. Their honest, no-nonsense advice helped us build a solid portfolio, retirement plan, and confidence in our financial future."
Akshay Jain
Software Engineer, Helix - USA
"The Financialist team has made money management feel simple. They take the time to explain things clearly, which has helped me feel more confident—not just with my own finances, but when guiding others too."
Tanushree Sarkar
Postdoctoral Fellow, University of Missouri - USA
"The Financialist helped my wife and I align our financial styles—I'm a risk-taker, she's cautious—and we both feel confident. They also guided my family through complex US-India cross-border issues. For personalized, global advice, they’re unmatched."
Luv Gupta
Data scientist, CODA - USA
"I’ve worked with The Financialist for 3 years after a friend’s referral. As a Dubai-based expat with family in India, I needed expert cross-border advice—and they’ve delivered. I trust their guidance completely."
Vishwam Rathore
VP Product, Bayzat - UAE
"We’ve been with The Financialist for two years, and it’s been transformative. Their honest, no-nonsense advice helped us build a solid portfolio, retirement plan, and confidence in our financial future."
Akshay Jain
Software Engineer, Helix - USA
"The Financialist team has made money management feel simple. They take the time to explain things clearly, which has helped me feel more confident—not just with my own finances, but when guiding others too."
Tanushree Sarkar
Postdoctoral Fellow, University of Missouri - USA
"The Financialist helped my wife and I align our financial styles—I'm a risk-taker, she's cautious—and we both feel confident. They also guided my family through complex US-India cross-border issues. For personalized, global advice, they’re unmatched."
Luv Gupta
Data scientist, CODA - USA
"I’ve worked with The Financialist for 3 years after a friend’s referral. As a Dubai-based expat with family in India, I needed expert cross-border advice—and they’ve delivered. I trust their guidance completely."
Vishwam Rathore
VP Product, Bayzat - UAE
"We’ve been with The Financialist for two years, and it’s been transformative. Their honest, no-nonsense advice helped us build a solid portfolio, retirement plan, and confidence in our financial future."
Akshay Jain
Software Engineer, Helix - USA
"The Financialist team has made money management feel simple. They take the time to explain things clearly, which has helped me feel more confident—not just with my own finances, but when guiding others too."
Tanushree Sarkar
Postdoctoral Fellow, University of Missouri - USA
"The Financialist helped my wife and I align our financial styles—I'm a risk-taker, she's cautious—and we both feel confident. They also guided my family through complex US-India cross-border issues. For personalized, global advice, they’re unmatched."
Luv Gupta
Data scientist, CODA - USA
"I’ve worked with The Financialist for 3 years after a friend’s referral. As a Dubai-based expat with family in India, I needed expert cross-border advice—and they’ve delivered. I trust their guidance completely."
Vishwam Rathore
VP Product, Bayzat - UAE
"We’ve been with The Financialist for two years, and it’s been transformative. Their honest, no-nonsense advice helped us build a solid portfolio, retirement plan, and confidence in our financial future."
Akshay Jain
Software Engineer, Helix - USA
"The Financialist team has made money management feel simple. They take the time to explain things clearly, which has helped me feel more confident—not just with my own finances, but when guiding others too."
Tanushree Sarkar
Postdoctoral Fellow, University of Missouri - USA
"The Financialist helped my wife and I align our financial styles—I'm a risk-taker, she's cautious—and we both feel confident. They also guided my family through complex US-India cross-border issues. For personalized, global advice, they’re unmatched."
Luv Gupta
Data scientist, CODA - USA
"I’ve worked with The Financialist for 3 years after a friend’s referral. As a Dubai-based expat with family in India, I needed expert cross-border advice—and they’ve delivered. I trust their guidance completely."
Vishwam Rathore
VP Product, Bayzat - UAE
"We’ve been with The Financialist for two years, and it’s been transformative. Their honest, no-nonsense advice helped us build a solid portfolio, retirement plan, and confidence in our financial future."
Akshay Jain
Software Engineer, Helix - USA
"The Financialist team has made money management feel simple. They take the time to explain things clearly, which has helped me feel more confident—not just with my own finances, but when guiding others too."
Tanushree Sarkar
Postdoctoral Fellow, University of Missouri - USA
"The Financialist helped my wife and I align our financial styles—I'm a risk-taker, she's cautious—and we both feel confident. They also guided my family through complex US-India cross-border issues. For personalized, global advice, they’re unmatched."
Luv Gupta
Data scientist, CODA - USA
"I’ve worked with The Financialist for 3 years after a friend’s referral. As a Dubai-based expat with family in India, I needed expert cross-border advice—and they’ve delivered. I trust their guidance completely."
Vishwam Rathore
VP Product, Bayzat - UAE
"We’ve been with The Financialist for two years, and it’s been transformative. Their honest, no-nonsense advice helped us build a solid portfolio, retirement plan, and confidence in our financial future."
Akshay Jain
Software Engineer, Helix - USA
"The Financialist team has made money management feel simple. They take the time to explain things clearly, which has helped me feel more confident—not just with my own finances, but when guiding others too."
Tanushree Sarkar
Postdoctoral Fellow, University of Missouri - USA
"The Financialist helped my wife and I align our financial styles—I'm a risk-taker, she's cautious—and we both feel confident. They also guided my family through complex US-India cross-border issues. For personalized, global advice, they’re unmatched."
Luv Gupta
Data scientist, CODA - USA
"I’ve worked with The Financialist for 3 years after a friend’s referral. As a Dubai-based expat with family in India, I needed expert cross-border advice—and they’ve delivered. I trust their guidance completely."
Vishwam Rathore
VP Product, Bayzat - UAE
"We’ve been with The Financialist for two years, and it’s been transformative. Their honest, no-nonsense advice helped us build a solid portfolio, retirement plan, and confidence in our financial future."
Akshay Jain
Software Engineer, Helix - USA
"The Financialist team has made money management feel simple. They take the time to explain things clearly, which has helped me feel more confident—not just with my own finances, but when guiding others too."
Tanushree Sarkar
Postdoctoral Fellow, University of Missouri - USA
"The Financialist helped my wife and I align our financial styles—I'm a risk-taker, she's cautious—and we both feel confident. They also guided my family through complex US-India cross-border issues. For personalized, global advice, they’re unmatched."
Luv Gupta
Data scientist, CODA - USA
"I’ve worked with The Financialist for 3 years after a friend’s referral. As a Dubai-based expat with family in India, I needed expert cross-border advice—and they’ve delivered. I trust their guidance completely."
Vishwam Rathore
VP Product, Bayzat - UAE
"We’ve been with The Financialist for two years, and it’s been transformative. Their honest, no-nonsense advice helped us build a solid portfolio, retirement plan, and confidence in our financial future."
Akshay Jain
Software Engineer, Helix - USA
"The Financialist team has made money management feel simple. They take the time to explain things clearly, which has helped me feel more confident—not just with my own finances, but when guiding others too."
Tanushree Sarkar
Postdoctoral Fellow, University of Missouri - USA
“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
Ready to take control of
your finances?
Ready to take control of
your finances?
Get a personalized financial plan—no strings attached! You can choose to execute the plan on your own without any cost. Pay only if you want expert guidance and support from our team to implement it effectively
Get a personalized financial plan—no strings attached! You can choose to execute the plan on your own without any cost. Pay only if you want expert guidance and support from our team to implement it effectively
Free personalized financial plan
We're SEBI registered