Our Happy Customers


Director–Flipkart, Bangalore

"I am impressed with their research capability and the way they moved my equity investments into debt even before the market became volatile."

Dr. Amit Jain


Sr. Pathologist, Qatar

"I can now invest with complete peace of mind and focus on my core competence. They have a phenomenal team with impeccable track record."


VP – Wipro

"It’s been a great learning experience with Finatoz, to better understand, learn practically the complex world of mutual funds with a systematic process of wealth creation."


New Delhi

“I am fortunate to find a credible and reliable partner who takes timely action based on market conditions. I would recommend all salaried folks to outsource their personal finance to Finatoz!”

Shalin Kotia

Product Manager, GE Healthcare

“Financial Planning is must for all first time investors. It simplifies the entire financial needs of an individual and helps you plan for your goals.

For example, I never thought that I needed a corpus of almost 6 Crores for my retirement. My customized plan, explained clearly on how to realise my financial goals.”

Sanchit Jain

CEO, Dream Orbit

FTM is a great product for creating long term wealth. Now I am not bothered with the daily gyrations of stock market and I am rest assured that my investments are handled by thorough professionals who are acting in the best of my interests”

About us

Founded by IIT and IIM graduates, we are passionate about bringing high quality financial advice at affordable price.

We enable individual investors to outsource their investments and tracking to achieve their long term goals effortlessly.


There is a lack of easy to use platform that incorporates changing financial conditions across your lifespan. Further it is very difficult for an individual to track his overall portfolio performance and how it relates to a particular financial goal. We endeavour to launch a world class technology platform to address this gap.

Why Finatoz?

  • Personalised financial advice based on your goals
  • SEBI Registered Investment Advisor having fiduciary responsibility to act in your interest
  • Model Based approach for choosing right investment products based on market conditions
  • World class processes driven by leadership team to achieve flawless delivery under all circumstances
  • Online platform for easy tracking of your complete financial life
  • Unique profit sharing fees structure to ensure our interests are aligned