We at FinYatra believes that there are 3 most important factors that makes us a good choice to be your companion in your Goal Based Financial Yatra:

Experience: Our team has combined past experience of handling 250+ Cr from more than 300 families. We have served all categories of customers like Engineers, Doctors, Pilots, Teachers, NRIs, entry level employees, retirees, entrepreneurs, single parent, first time investors, etc.

Credentials: Our team has well qualified professionals holding degrees in MBA from reputed colleges, certifications such as CERTIFIED FINANCIAL PLANNER (CFP), Company Secretary (CS), NSE Certified Market Professional Level-5 (NCMP-5), and others required for regulatory purpose.

Trust: We consider “trust” as the most important factor. However, we don’t know any metrics in this world which can give any scoring to Trust levels. However, best way to gauge this factor is to directly talk to us or any of our existing customers.