Finatwork Wealth Services Pvt Ltd - Bengaluru
4.5/5
★
based on 6 reviews
Contact Finatwork Wealth Services Pvt Ltd
| Address : | G1 Ebony, 2, Hosur Rd, Langford Town, Bengaluru, Karnataka 560025, India |
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| Phone : | 📞 +98778 | ||||||||||||||
| Postal code : | 560025 | ||||||||||||||
| Website : | https://finatwork.com/ | ||||||||||||||
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manju sunny on Google
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Nilabh Subramaniam on Google
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Harsh Thaker on Google
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Subhajit Mandal on Google
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Manoj Singh on Google
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Hemanth K on Google
★ ★ ★ ★ ★ I came across Finatwork when I was looking up for a certified financial planner in Bangalore. As you could imagine, engaging financial planners for managing our investments can be challenging due to conflict of interest but from the day one Saurabh and his team were quite transparent to me about their business model which addressed one of my main concern. Finatwork had a well structured new customer discovery and onboarding process which helped me get clarity on all my existing investments as well as my future needs. The scenario planning approach helped me get a holistic view of my targets and how should I channelize my investments for long term wealth creation. I personally liked the fact that Saurabh did not make any false promises interms of returns just to get me signed up for their service. Saurabh also understood my risk potential and recommended a well balanced investment plan which has been delivering double digit returns since last few years. In addition to investment recommendations, Finatwork team also acts as a single point of contact for all my other financial needs such as filing IT returns and managing my health and term insurance policies etc. Thanks Finatwork team for the wonderful work so far and I look forward to many more years of association.
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