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The Financialist
Mumbai, IN · 1 known investors
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The Financialist (Finfam Investment Advisors Private Limited) is a SEBI-registered investment advisory service offering fee-based personal financial planning, including investment, tax, insurance, liability, and succession planning. It serves individual clients in India through a subscription model with dedicated advisors, dashboards, and quarterly reviews.
Founders & leadership
PS
Priyank ShahCo-Founder and CEOFounder of The Financialist, a SEBI-registered investment advisory platform offering fee-based personal financial planning services including investment, tax, insurance, and succession planning to individual clients in India.
Investors · 1
Frequently asked questions
- What does The Financialist do?
- The Financialist (Finfam Investment Advisors Private Limited) is a SEBI-registered investment advisory service offering fee-based personal financial planning, including investment, tax, insurance, liability, and succession planning. It serves individual clients in India through a subscription model with dedicated advisors, dashboards, and quarterly reviews.
- Who founded The Financialist?
- The Financialist was founded by Priyank Shah.
- Who are The Financialist's investors?
- The Financialist's investors include Rainmatter.
- Where is The Financialist headquartered?
- The Financialist is headquartered in Mumbai, IN.