The Financialist is a start-up with the mission to help individuals and organizations build the foundations of a secure future. The financial advisory firm provides financial planning, financial advisory and financial literacy services in Mumbai. The service delivery is ensured through an experienced and certified team of chartered accountants, chartered financial analysts, and investment bankers. The services are reliable, tailored to each client, not influenced by commission or brokerage, and come without a hefty retainer. The Financialist does not earn any commission from products and services suggested. Rather, the benefit is passed on to the client. Discounts are also provided from the partners’ products/services to new clients. The spokesperson at The Financialist recently stated, “These are early days for The Financialist though, we have already established a reputation as one of the most trusted financial advisory firms in Mumbai. We provide a personalized, systematic financial roadmap to individuals and organizations wanting to boost revenue, slash costs, pay off debt, and save for emergencies. We do it all with a well-curated service portfolio comprised of Insurance Planning, Retirement Planning, Investment Planning, Financial Soundness, Debt Optimization, and Tax Planning. We leverage proven investment strategies to help clients receive the best returns as per their risk tolerance levels.”
What sets The Financialist apart is a holistic approach based on consistency, accountability, pragmatism, and learning. The team conducts a thorough and consistent review of the client’s financial investments, helps set financial goals, and pushes the client to achieve them. Bringing in years of experience, in-depth market knowledge and relevant data, the firm helps arrive on pragmatic decisions on all financial matters. The client’s financial literacy is also ensured, as he/she is kept current on all aspects of the financial market and different investment avenues. For all this and more, The Financialist charges a modest monthly fee.
On how The Financialist creates a financial plan, the spokesperson further stated, “As one of the best wealth management services in Mumbai, The Financialist takes a methodical approach to create a financial plan. The process gets underway with a briefing and consultation session where the client’s financial goals, aspirations, risk tolerance, and other aspects are discussed. It’s from here we take charge of the client’s existing financial situation and work to stabilize it. The information gained during the session helps us develop a comprehensive financial plan that manifests the client’s objectives. Next, we invest ourselves fully into implementing the plan.”
The client is provided with weekly and monthly tasks to inch closer to the financial goals. Subsequently, The Financialist unleashes a structured follow-up system that aims at smooth and efficient execution of the comprehensive financial plan.
About The Financialist:
The Financialist is a fiduciary financial advisory firm based in Mumbai. The firm specializes in Insurance Planning, Retirement Planning, Investment Planning, Financial Soundness, Debt Optimization, and Tax Planning. The services are reliable and cost-effective, available at a low monthly fee. Though a start-up, The Financialist has emerged as the top financial advisory firm in Mumbai for its integrity, holistic approach, goal-based services and customer-centricity.