Why Financial Clinik – Financial Clinik

"We ensure that everyone feels empowered by learning how to handle their money wisely, so they can live better lives.

Our dream is to build a future where everyone can take charge of their money and be financially strong.

We are on a mission to guide, teach, and make sure everyone gets the right guidance and learns how to handle money in the best way possible.

"We ensure that everyone feels empowered by learning how to handle their money wisely, so they can live better lives."

"Our dream is to build a future where everyone can take charge of their money and be financially strong."

"We are on a mission to guide, teach, and make sure everyone gets the right guidance and learns how to handle money in the best way possible."

About Financial Clinik

Let's talk about Numbers

Current total client base

The cumulative sum assured collected to date (Life & Health)

Asset Under Management (AUM)

OUR TEAM

Founders

CEO

Management Team

Bhagyesh Shah

Financial Wellness Coach | COT

● B.Com, MDP – IIM, AMFI Certified.
● Expertise in Wealth & Insurance Management.
● 24+ years of experience with LIC, Tata, Star, and other leading institutions.
● CFGP – American Academy of Financial Management India.
● CRGP - American Academy of Financial Management India.
● Certified in Will Planning and other financial disciplines.

Harshal Kothari

International Certified Financial Coach | Trainer | TOT

● MBA, B.Com, MDP - IIM, FLMI (LOMA), Business and Personal Risk Management, AIII.
● Portfolio Management Service - NISM, Insurance & Wealth Management.
● CFGP - American Academy of Financial Management India.
● ASPSM - Advertising, Sales Promotion and Sales Management.
● 23+ Years of corporate experience with groups like ICICI, Tata & Bajaj.
● Trained 60,000+ Learners in BFSI.
● CRGP - American Academy of Financial Management India.

Bhushan Shah

Strategic Expert

● B.Com, M.Com, and certifications in Business & Personal Risk Management.
● Wealth & Portfolio Management and Diversified Portfolio Management.
●CFGP – American Academy of Financial Management India.
● CRGP - American Academy of Financial Management India.
● ISO 9001: 2015 Quality Management System Auditor.
● With 18+ years of corporate experience

Jui Garwaliya

Senior Manager

Shubham Shah

Manager

Manali Pawashe

Assistant Manager

Frequently Asked Questions

Quick clarity for confident financial decisions

Why should I hire a financial advisor?

We take a personalized approach by aligning strategies with your goals, risk tolerance, and financial situation.

What services do you offer?

Money management, financial planning (India & NRI), investments, insurance review, tax, loan, retirement & child education planning.

How do you customize financial plans?

We assess goals, risk profile, current finances, tax efficiency, investment selection, and conduct regular reviews.

Who can benefit from your services?

Salaried professionals, business owners, families, retirees, entrepreneurs, and NRIs.

Do you work with Indian residents and NRIs?

Yes, we provide compliant financial planning solutions for both Indian residents and NRIs.

How do you charge for your services?

We offer fee-based and execution-based models. Fees are refundable upon execution.

Do you offer complete financial planning?

Yes, we provide end-to-end planning including tax, insurance, loans, investments, and retirement.

How often is my financial plan reviewed?

Plans are reviewed regularly or whenever there is a change in goals, income, or market conditions.

Are your educational programs paid?

Programs may be free or paid depending on structure. Please connect for details.

How do I get started?

Schedule a consultation and our representative will guide you through the process.