The Team

India growth story is extremely well established - almost cliched infact. The moot question is, how many people are benefitting from the wealth creation of this high growth market. The expert team at Fin@Work is committed to ensuring that our clients truly partake of the India Growth Story.

Founder

Saurabh Bansal

An alumnus of IIT and IIM, Saurabh has more than 20 yrs of experience in corporate and enterpreneurial world. In his corporate avatar, he gained rich experience in Financial Outsourcing space across Europe, US and India. He had been associated with several large financial institutions, including Credit Suisse, Citigroup, Dresdner Kleinwort Wasserstein. 

After many years working abroad, Saurabh relocated to India, to be part of this historical phase of transformation the country is going through. Several top MNCs invited Saurabh to interact with their employees and assess the gap between their investment needs and actual yields. The results were eye-opening, he witnessed a gaping chasm between the way costs are inflating in the country and people loosing money due to not managing their financial affairs knowledgeably. The lack of conflict free advice gave birth to the idea of Fin@Work.

That idea has just completed 10 yrs 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.

 

Financial Advisory Team

Our financial advisory team consists of people with strong credentials in the discipline of finance. They are CFP certified (Certified Financial Planners) -  a redoubtable mark of excellence granted by FPSB to individuals who meet the stringent standards of education, examination, experience and ethics. It is the most prestigious and internationally accepted Financial Planning certification, recognized and respected by the global financial community.

Our advisors are passionate about investment excellence, proud of Fin@Work values, empathetic to the client's needs and take pride in nurturing a relationship with our clients.

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