FinYatra Wealth Services

Navigating Your Financial Journey !

Portfolio and Investments Crafted as per your Need

Enhancing Your Today and Tomorrow

About FinYatra

At our organisation, we are looking to disrupt personal finance space by providing research based unbiased opinion for your investments. We started this company to resolve an ever-growing pain in the market which is to get correct financial advice customized only for you.

We named it FinYatra !

We believe that personal finance is a journey and we want to be a part of your journey through all ups & downs. We have all the necessary credentials and experience to help you at any stage of financial journey.

Our Services

Goal Based Planning

It is a holistic process which helps set out your financial goals and ascertain the optimal plan which focus on all aspects of financial life.

Investment Analysis

Selecting the right investment is challenging for many investors. It helps you to determine the risk and reward associated with any investment.

Wealth Management

It covers all the aspect of financial service to address your end-to-end need for customized strategy, investment products, and services.

Insurance Services

Identifies the areas of risk to you and your family. Provide an integrated approach of risk identification and mitigation through Insurance.

Tax Planning

The purpose of tax planning is to ensure tax efficiency of investment portfolio. It analyses portfolio from tax perspective to ensure efficiency.

NRI Investment Solutions

In India there are wide range of investment opportunities across asset for NRIs. We guide our NRI clients at every step of their investment needs.

Testimonials

After moving to Atlanta for pursuing my career I was looking for someone who could help me with my investments as a NRI. Things were sounding complex with service providers. I appreciate the way Team @ Finyatra explain me things in a layman's language and guided me to plan my financial journey and manage my investments.

"I am happy that my association is with FinYatra! They helped me bringing discipline and systematic approach towards my investments through Goal based Investment Plan. The trust they bring in through their transparency is really exceptional. Keep up the Good Work Guys !!"