Finanza Personel – Enhancing Financial Health

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Financial
Guidance

Personalized coaching, goal-setting, tailored asset allocation, risk evaluation, and ongoing plan oversight.

Investment Counselling

Customised Insurance cover, corpus determination, mutual fund recommendations, sensitivity analysis, and lifestyle suggestions.

Training & Development

Financial literacy promotion, corporate training, innovative courses and educational sessions for professionals

Lives Impacted

12000+

At Finanza Personel, our mission is to make India financially fit by providing comprehensive and personalized financial planning and investment recommendations. We believe that financial health is a critical component of overall well-being, alongside physical and emotional health.

Our founders, Amitabh Tiwari and K Shankar, bring 40+ years of combined experience in the BFSI sector and financial research, having worked with renowned companies such as BNP Paribas, Westpac, ABN Amro, Edelweiss, Dun & Bradstreet, and NatWest. Their expertise and passion for financial education drive Finanza Personel’s commitment to increasing financial awareness, eliminating financial fears, and helping clients take control of their finances.

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+91 91373 90893

Unlock the potential of your wealth with personalized financial strategies tailored to your unique goals and aspirations. Our expert team is here to guide you on your journey to financial freedom.

Financial Guidance

Personalized coaching and goal-setting
Tailored asset allocation strategies
Ongoing plan oversight and adjustments

Investment Counselling

Custom insurance analysis
Corpus determination for goals and retirement
Mutual fund recommendations and risk management

Training & Development

Financial literacy promotion
Corporate training sessions and conferences
Innovative courses for professionals

Having participated in the financial session conducted by Finanza Personal, I must admit that it was a truly enlightening experience. The session provided us with the tools and understanding necessary to navigate the complexities of personal finance. The experts demonstrated a deep understanding of the subject and presented it in a manner that was both engaging and relatable.

Mahesh Chandankar, Associate Director, Razorpay

I would like to place on record that you have been taking pains to ensure that I invest in the right instruments and you have always been looking into my interest rather than your own and guiding me and updating my knowledge on the financial matters which has really helped me a lot. Thank you sir for everything you are doing for securing my retired life and helping me to live with dignity.

Melwyn Kunder, Retired (Ex-TCS)

Whilst financial planning is more of a skill, you have given a scientific approach to it. Complex inputs yet the output has been simple and designed such that a layman can understand. Thorough study of one’s finances and patient explaining of assumptions, rationale thereof, outcome and closure, the entire process is simple. You will surely achieve your mission of making people financially learned.

Sachin Darak, Policy Manager, Fullerton India

The financial session conducted by your team was truly insightful and empowering. The team’s depth of knowledge and clear communication has enlightened our employees on the importance of financial planning and healthy financial habits. I believe that the impact of this session will be seen not just in their professional lives, but in their personal lives as well. Thank you for providing us with such a valuable and enriching experience.

Umesh Rajmane, MD, OpenGov India

Thank you Tiwari ji for your insightful session. Keep helping people. The financial planning module is a great help indeed. Younger generation need this basic financial discipline.

Roushan Singh, Mechanical Engineer, Baja Auto

Shankar and Amitabh have provided a holistic financial plan and prepared me for my retirement days. The approach is very simple yet practical and easy to follow. I wish them success in future endeavours.

Debabrata Mohanty, Editor, Hindustan Times

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