About Financial Clinik
An B.Com graduate with a Management Development Program (MDP) from the Indian Institute of Management (IIM) and AMFI Certification, he brings 24+ years of experience in Wealth and Insurance Management. He has worked with leading institutions such as LIC, Tata, and Star Health. He is also a CFGP (Certified Financial Goal Planner) and CRGP (Certified Risk & Goal Planner) from the American Academy of Financial Management, India, and holds certification in Will Planning and other financial disciplines.
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.
