Financial Advisory
A written plan, and someone accountable to it.
Everything we do begins here: one document that says what your money is for, what protects it, and what happens next — then a person who answers for it every quarter.
1
named advisor accountable to your whole plan
The idea
One plan the whole family can read and question.
A plan you cannot read is not a plan, it is a sales pitch. Ours is a written document covering protection, goals, investments, tax and estate, in language your family can follow and challenge over a kitchen table.
Then comes the part most advice skips: accountability. A named advisor owns your plan, reviews it four times a year, and answers for how it's tracking. The document is where every other Fintastic service starts.
What the plan covers
The written plan
Protection, goals, investments, tax and estate in one document your whole family can read and question.
Protection gap analysis
What breaks financially if income stops, health fails or life ends early — and precisely how much cover closes each gap.
Goal costing
Education, home, retirement and travel priced in real rupees with real inflation, so targets stop being guesses.
Cash-flow & debt strategy
Which loan to prepay, which EMI to keep, how much to automate into investments. Order of operations, settled.
Tax coordination
Investments, insurance and salary structure working the same direction at tax time, alongside your CA.
Quarterly accountability
The plan is a living document. Four reviews a year keep it honest as your life changes.
How we run it
- 01
Discovery
free · 30 minutesWe map what you own, what you owe, who depends on you and what you want money to do.
- 02
The written plan
within 7 daysProtection, goals, tax and cash-flow in one document, with clear actions in priority order.
- 03
Execute & review
quarterly, for lifeWe put the plan into action across services and review it with you every quarter.
Who it's for
- Anyone with money in many places and no single plan
- Families juggling loans, goals and gaps at once
- People who want advice, not just products
- Households ready to put one person in charge of it all
Questions
Good to ask before you start.
What do I actually receive?
A written financial plan: protection gaps, goal targets in lakh and crore, a cash-flow and debt strategy, tax coordination and estate hygiene, with prioritised next steps.
Do I have to buy products through you?
The plan is the plan whether or not you execute with us. Most clients do, because having the same advisor build and run it is the whole point, but there is no obligation.
How is this different from a free bank 'advisor'?
A bank advisor sells that bank's products. We build a written plan across 38+ providers and stay accountable to it every quarter, with no single product to push.
Pairs well with
Wealth Management
Goal-mapped portfolios for growing families and businesses, reviewed every quarter.
Retirement Planning
A retirement number in real rupees, and the monthly plan that reaches it.
Insurance
Health, term, motor, vehicle and general cover, compared across insurers and supported at claim time.
Start with the plan. Everything else follows from it.
One call back within a working day. No pitch, no obligation.