FinAtoZ

FinAtoZ We are a SEBI registered investment advisor, providing professional financial planning and investmen We are fee-only. No hidden incentives. No mis-selling.

FinAtoZ is a SEBI Registered Investment Adviser (INA200006628) helping busy professionals plan, invest, and grow their wealth without the conflict of interest that comes with commission-based advice. That means we charge you directly and earn nothing from the products we recommend. Just a financial plan built entirely around your goals. What we do:
✅ Personalised financial planning - retirement,

children's education, wealth creation
✅ Goal-based investment across Mutual Funds, PMS, AIF, P2P, and Global ETFs
✅ Ongoing portfolio monitoring and rebalancing
✅ Annual advisor review meetings

Founded by IIT Roorkee and IIM Bangalore alumni with 20+ years of combined experience.

22/05/2026

Most Indians in their 40s have investments scattered across 3 banks, 2 apps, and a policy they don't fully understand. Weeks like this one are when that becomes a real problem.

This week's market snapshot:
✅ Nifty IT surged 6.47% - US-India trade talks lifting sentiment
✅ Bond yields fell to 7.04% - good news for fixed income holders
✅ Government holding firm on ₹11.11 lakh crore infrastructure spend
⚠️ ICRA trimmed India's GDP growth forecast to 6.2%
⚠️ Nifty Metal and Nifty Bank both slipped this week

Markets move in every direction every week. The investors who stay calm aren't lucky - they have a plan.

Want a stress-free retirement plan? Check out our new LinkedIn carousel explaining the Retirement Bucket Strategy.
25/11/2025

Want a stress-free retirement plan? Check out our new LinkedIn carousel explaining the Retirement Bucket Strategy.

Retirement isn’t about replacing your salary, it’s about securing a steady, stress-free cash flow for the rest of your life. The Retirement Bucket Strategy does exactly that. It divides your retirement corpus into smart buckets that: 🪣 Protect you during emergencies 🪣 Provide 3–7 years o...

🚀 Think your investment returns are great? You might be looking at the wrong numbers! 🤯Most investors fall for a common ...
12/03/2025

🚀 Think your investment returns are great? You might be looking at the wrong numbers! 🤯

Most investors fall for a common mistake when calculating returns. Are you making it too? 🤔

🔍 Discover the real difference between Absolute vs. Annualized Returns and make smarter financial decisions! 📊

👉 Check out the full post on LinkedIn

🚨 Are Your Investment Returns Really as Good as They Seem? 🚨 Most investors fall for this common mistake when calculating returns. Are you one of them?…

In an overvalued market, it’s tempting to exit equities in fear of a potential downturn. However, maintaining a long-ter...
07/10/2024

In an overvalued market, it’s tempting to exit equities in fear of a potential downturn. However, maintaining a long-term perspective is often more rewarding than reacting to short-term market fluctuations.

Secure your spot today by registering through the link below:
https://meet.zoho.com/5zhT9THtfA

Join us for an insightful webinar where we’ll explore how goal-based investing can help you navigate emotional decision-making and remain focused on your financial objectives.
You’ll also learn how diversification—across asset classes like gold, international funds, and alternative investments (AIFs)—can protect your portfolio from market volatility. Take this opportunity to enhance your investment strategy and stay committed to long-term growth.

Date: 26th October 2024 (Saturday)
Time: 11: 00 A.M. to 12 P.M. IST

At FinAtoZ, we understand the concerns around retirement, and we're thrilled to introduce our latest article titled "Ret...
25/05/2024

At FinAtoZ, we understand the concerns around retirement, and we're thrilled to introduce our latest article titled "Retirement Bucket Strategy – No More Retirement Anxiety."

Please click on the link to read the full article https://zurl.co/uOvK

Unlock Financial Confidence: Explore how this strategy can provide a sense of security, ensuring a steady cash flow during your post-retirement years.

Key Takeaways:
Emergency Bucket: Build a solid foundation with an accessible emergency fund.
Cash/Liquid Bucket: Cover living expenses for three years with stable, inflation-adjusted investments.
Defensive Bucket: Balance risk and growth for 4 to 7 years' expenses.
Growth Bucket: Focus on long-term investments for aspirational returns.

Please click on the link to read the full article https://zurl.co/uOvK

We at FinAtoZ are thrilled to announce our upcoming live webinar titled “Aspirational Wealth Building Strategies: Naviga...
20/03/2024

We at FinAtoZ are thrilled to announce our upcoming live webinar titled “Aspirational Wealth Building Strategies: Navigating Financial Planning with Confidence.”

Secure your spot today by registering through the link below:
https://meet.zoho.com/rJgboHIKB0

Dive into the realm of aspirational wealth building and investment with our esteemed financial expert and advisor, Mr. Shailendra Kumar, Co-Founder of FinAtoZ.

Date: 30th March 2024 (Saturday)
Time: 11:00 am to 12:00 pm IST

Join us at the Financial Wellbeing Conclave 2024Explore the 11 Strangest Secrets of Wealth Creation revealed by CEOs of ...
20/12/2023

Join us at the Financial Wellbeing Conclave 2024
Explore the 11 Strangest Secrets of Wealth Creation revealed by CEOs of India's top Investment firms.

🗓️ Date: Jan 6, 2024
🕒 Time: 9:45 AM - 1:45 PM
🌐 Mode: Virtual Live

As a Pro Member of Network FP, We are extending complimentary passes to you!

Register for Free: https://zurl.co/2M8F

🎁 Bonus: Family Financial Documents Organizer (Excel Template)
Don't miss this opportunity!

📢 New Perspectives Unveiled: Navigating Risks in Fractional Real Estate! 🏡💼We're pleased to share our latest article, "E...
06/12/2023

📢 New Perspectives Unveiled: Navigating Risks in Fractional Real Estate! 🏡💼

We're pleased to share our latest article, "Effective Strategies to Minimize Risk in Fractional Real Estate Investment." 📈✨

Take a deep dive into the world of Fractional Real Estate (FRE) with essential perspectives for safeguarding your investments. Explore market dynamics, liquidity challenges, securing capital, tenancy risks, and legal considerations. Cap it off with valuable tips on portfolio diversification.

Unlock the full article here: https://zurl.co/6bWF

Fractional Real Estate (FRE) beckons with its promise of lucrative returns, but not without risks. Discover actionable strategies to navigate market uncertainties, liquidity challenges, and more. Unveil the keys to maximizing returns while minimizing risks in the realm of real estate investment.

Check out our recent article shedding light on the importance of health insurance. 💊🏥Dive into the details and make an i...
20/11/2023

Check out our recent article shedding light on the importance of health insurance. 💊🏥
Dive into the details and make an informed decision while choosing the health Insurance

Please click here to read the full article: https://zurl.co/JtKW

Health insurance is a fundamental tool for promoting better well-being. It empowers individuals to access healthcare services, preventive measures, and treatments without the burden of overwhelming financial costs. This not only ensures timely medical care but also encourages regular check-ups and e...

Address

#4020, 2nd Floor, HAL 2nd Stage, 17th Main, 1st Cross, Indiranagar, Near Subway
Bangalore
560008

Opening Hours

Monday 9:30am - 6:30pm
Tuesday 9:30am - 6:30pm
Wednesday 9:30am - 6:30pm
Thursday 9:30am - 6:30pm
Friday 9:30am - 6:30pm
Saturday 9:30am - 1:30pm

Telephone

+91-9845928993

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