Your Trusted Partner for Smarter, Confident Financial Decisions

At Financial Clinik, we bring clarity, care, and expert guidance to your financial life. In a world filled with misinformation, we help you break free from generic advice with personalized strategies tailored to your goals, lifestyle, and risk profile. We believe true prosperity comes from nurturing your financial well-being with insight, empathy, and trust.

OUR SERVICES

Personal 360° Strategies
Best-Suited for Your Future Life

OUR TEAM

Meet Our Skilled and Experienced Members

Jibal Bobby

Sales & Career Coach
Finserv Training Expert

MBA, M,Sc, MDP – IIM,
MDP – XLRI, LUTCF, Loma, ICCC, LIII, Wealth & Portfolio Management
22+ Years of corporate experience with Brands like Tata, Birla & Bajaj
Transformed 30000+ Learners in BFSI

Harshal Kothari

Trainer | COT
International Certified Financial Coach

MBA, B.Com, MDP – IIM,
FLMI, AIII, Portfolio Management Service – NISM Insurance & Wealth management
22 + Years of corporate experience with groups like ICICI, Tata & Bajaj
Trained 20000 + Learners in BFSI

Bhagyesh Shah

Financial Wellness Coach COT

B. Com, MDP – IIM, Wealth Management in Insurance Management, AMFI,
21+ Years of experience in the Financial Services Industry with groups like LIC,Tata,Star & all major Financial Institutions

MILESTONES

Precious Words From Our Clients

Yes, We Take Full Responsibility for Securing Their Financial Life

Get your questions answered here

Frequently Asked Questions

We take a personalized approach by understanding your unique goals, risk tolerance, and financial situation. We tailor financial plans to align with your objectives, incorporating strategies that best suit your needs.

1. Assessing their financial goals, risk tolerance, and current financial situation.
2. Developing a personalized strategy that aligns with their objectives.
3. Selecting appropriate investment vehicles.
4. Considering tax implications and implementing tax-efficient strategies.
5. Regularly reviewing and adjusting the plan as needed based on changes in the client’s circumstances or market conditions.

1. Personalised Money Management, Education & Empowerment
2. Comprehensive Financial Planning (Indians/NRI)
3. Investment Planning
4. Portfolio Review (Equity, Mutual Fund & Insurance)
5. Business Risk Management
6. Tax Management
7. Loan Management
8. Retirement Planning
9. Child Education Planning

One option is fee-based, and the other is execution-based. If you are planning for your financial future with us, there is no fee for consultation. For our educational programs, each program has either a free or paid structure. To learn more, please contact our representative.

Get Smarter & More Secure

Insightful Videos That Add Security to Your Financial Life

function drawSipDonut() { var invested = getNumber("fieldname5"); // Invested Amount var future = getNumber("fieldname6"); // Future Value var growth = future - invested; if (invested <= 0 || growth <= 0) return; var canvas = document.getElementById("sipDonutChart"); if (!canvas) return; if (window.sipChart) window.sipChart.destroy(); window.sipChart = new Chart(canvas, { type: "doughnut", data: { labels: ["Invested Amount", "Growth"], datasets: [{ data: [invested, growth], backgroundColor: ["#2563eb", "#16a34a"], borderWidth: 0 }] }, options: { cutout: "65%", responsive: true, plugins: { legend: { position: "bottom" } } } }); } setTimeout(drawSipDonut, 1200); document.addEventListener("input", function () { setTimeout(drawSipDonut, 400); }); });
under maintenance