I am impressed with their research capability and the way they moved my equity investments into debt even before the markets became volatile.
Gaurav Gupta
Director, Flipkart
Bengaluru
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Bio
FinAtoZ is a SEBI registered investment advisory firm that leverages technology to ensure that clients have seamless connect with their advisers. They focus on delivering a personalised financial plan for every customer based on their needs, execute the plan through the correct asset allocation based on clients' goals and risk profile, and ensure the achievement of goals through constant tracking and re-balancing to adjust for changes in the market or clients' lives.
FinAtoZ was co-founded by 3 techies with deep expertise in FinTech and the personal finance space. Deepak Jain, an IIT-R and IIT-M graduate has 17+ years of global experience and is passionate about spreading financial awareness. Shailendra Kumar, an IIT-R graduate with a financial markets certification from Yale, believes that FinTech can deliver affordable and high quality advice to masses. Shrikant Kolhar, a PhD in Economics from IIM-B, has 15+ years of FinTech experience, and heads Technology & Analytics at FinAtoZ.
Qualifications
Customer Segment Specialisations
Disclaimer
This profile has been taken from the SEBI Website directly. SEBI is the regulator of the Securities Market in India and the issuing authority of the Registered Investment Adviser License in India. Licensed Adviser has not verified this profile or the adviser. In case of incorrect information or any unpleasant experience, Licensed Adviser will not be held responsible.
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It's been a great learning experience with FinAtoZ, to better understand, learn practically the complex world of mutual funds with a systematic process of wealth creation.
Mr. Sundarajan
VP, Wipro
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