Finatwork Wealth Services - Certified Financial Planner (CFP) Advisor in Adugodi, Bangalore

Finatwork Wealth Services - Certified Financial Planner (CFP) Distributors

Member since Jun 21, 2013

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About Me

Founded by an IIT & IIM alumnus, Fin@Work helps individuals achieve their financial goals and build long term wealth in a structured and scientific way. Private wealth management is limited to very high net worth individuals, we cater to emerging affluents providing high quality advisory service.

About Work Experience

Our Founder, Saurabh Bansal, is an alumnus of IIT and IIM, has more than 20 yrs of experience in corporate and entrepreneurial world. In his corporate avatar, he gained a rich experience in Financial Outsourcing space across US, Europe and India. He had been associated with several large banks, including Credit Suisse, Citigroup, Dresdner Kleinwort Wasserstein. After many years of working abroad, Saurabh relocated to India to be part of this historical phase of transformation the country is going through. The lack of conflict-free advice gave birth to the idea of setting up Fin@Work. That idea has just completed 10 yrs of journey as a formal organization. With many client relationships running since inception, we take pride on trust our clients have placed on us and continue to raise the bar of financial advisory in the country.

Experience & Qualification

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