FinAtoZ - Financial Planner in Bangalore

We have been consulting FinAtoZ for 3-4 years, and we are have always relied on their trustworthy advice that has helped us develop a structured financial plan for our goals. Shruthi has been great with any questions or doubts we had throughout our journey and guided us with apt products Have recommended their services, to other friends & family and would continue to do so.

I’ve had a great experience working with FinA2Z. They do an excellent job managing my investments, offering clear, tailored advice aligned with my goals. The team is professional, responsive, and communicates regularly, which gives me confidence in their approach. I appreciate their transparency and strategic thinking, and I’d gladly recommend them to anyone looking for reliable financial guidance. Special shoutout to Varsha and team for making it easier for me!

I’ve had a great experience with FinAtoZ. Their team takes the time to understand my goals and concerns before giving any advice. Their approach has given me real peace of mind about my investments and financial planning. Highly recommend them if you’re looking for honest, personalised guidance.

I have been associated with Finatoz since 2017, the time when they were still new. I was 30 when I seriously began my investment journey. Many a times I have thought that it was the best decision to get professional advice. From the very beginning they have been professional in their approach towards investments. They tailor the SIP based on one's risk appetite, goals and retirement planning. There are periodic portfolio reviews and they are always reachable for any queries. In all these years, all of my personal advisors have been very knowledgeable and good. I have been associated with Anshuman for the last three years and he helped a great deal in consolidating my portfolio. He is very approachable and clears all my doubts. I have been referring my friends to Finatoz and highly recommend them.

I was introduced to FinAtoZ through a friend 1.5h years ago. They are very systematic in their approach- tailoring my financial plan that is well researched, goal-based and according to my risk profile. I have had a wonderful experience interacting with my financial advisor, Anshuman Meher. He not only brings the expertise but also a sense of clarity and a structured process — nothing is rushed, and every step explained in a way that is easy to understand. Regular reviews and updates ensure my investments stay aligned with my goals and any changing circumstances. The user-friendly tracking tool enables seamless tracking of the investments. Their diligent and responsive operations team (Srividya) has ensured a smooth experience along the way. I would strongly recommend FinAtoZ to anyone who is busy, unfamiliar with the financial markets, or simply looking for a trustworthy expert with a systematic approach.

Its been almost 1 year with Finatoz team , the members of finance team are very knowledgeable professionals. Especially Chandrashekar gives regular updates regarding market trends, portfolio performance, and conducts portfolio review and makes necessary adjustments to meet the financial goal.

I have not been so attentive to personal finance. Things changed when I started using the services of FinAtoZ for last few years. I would like to thank them for their valuable services. Few things that they bring to table are - comprehensive offerings, that can cater to different risk profiles and to different stages of personal finance journey - transparency - coordinated team work to give a seamless experience across offerings - prompt service (actually they chase you) - practical advice based on risk profiles and life goals - non-invasive approach. They are not of trying to sell (hate that) for their benefits Services of Shruthi, one of their Senior Financial Advisors, have been prompt, reassuring with the relevant technical knowledge, pleasant respectful approach and courtesy, and timely follow-ups to get the best for the clients.