Your existing customers are the best source of how well you are doing as a business. We learn a great deal about ourselves from our customers. Here is a sample of what they have to say -


I have been working on my savings with Fin@Work since 2013. I can certify that Fin@Work team, is not just skilled at managing money --  but also have high levels of integrity and great love for their work. Advisors need to have a good life philosophy --  they ought to teach their clients to not just save money, but also to enjoy the benefits of having money. Fin@Work team meets this criteria and always have excellent counsel to offer. 

They are extremely ethical and work with client's best interests at heart. Most importantly, they are very good with steering clients away from bad financial decisions. I fully endorse their work. 

Ranjani Raghavan (Financial Journalist) 

Both of us are quite busy at work, we never got time to think about our life goals and what will it take to achieve them. We used to get information from various sources (friends, families, newspaper etc) but it used to be quite random and often conflicting. Fin@Work provided us with a questionnaire to help us understand where we were and where we wished to go. There is a well planned thought out approach on where and how we put our money, there is discipline which has come in the way we manage our finances now. 

Deepti and Nikhil Kulkarni (IT Professionals) 

Given the busy work life and lack of financial knowledge, I did little beyond investing in the mandatory tax saving products. Fin@Work brought the things in perspective, I can sleep in peace now as I know my money is being invested right. Their service involved an in depth analysis of my needs and financial goals and then a tailor made plan exclusively for me. I only wish I had discovered them earlier. 

Dr Benu Gulia (Gynecologist)

Even though I have a finance background, I was still struggling to make sense of sheer mass of data available in regards to equity, mutual funds etc. My concern was that my children’s future was secure right from education till marriage. Thanks to the portfolio view I now have of my investments, I can not only track how my portfolio is doing, I can also take quicker decisions and take advantage of market cycles. I can map my investments to my family’s objectives. I now feel we are moving towards the right direction to secure my family’s future.

Piyush Kabra (Cognizant)

In the investment market, there are too many options. I didn’t know which ones to invest and randomly invested in past. The yield was not satisfactory, I was not sure if I will be able to achieve my financial goals. Our risk profile was analysed very well by Fin@Work and portfolio was designed accordingly. The goals which we thought were impossible to achieve are very well within our reach now. Even when the market was volatile, we got reasonable returns which increased our confidence on Fin@Work.

Ramadevi and Jagankumar G (Echostar)

In this volatile financial market Fin@work is truly helping middle class customer in preserving their hard earned savings and creating wealth for their better future. I wish more and more savvy investors join them and get in touch with Fin@Work. Their team have very strong credentials and their moto is to serve with the dedication of a loving family member. 

Sunil Kumar (Retd Scientist, Atomic Energy Dept)  


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