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 comes with a rich experience in Financial Outsourcing space and had been associated with several reputed banks, including Credit Suisse, Citigroup, Dresdner Kleinwort Wasserstein.

After working for several years in US and Europe, 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. 

A Certified Financial Planner and SEBI Registered Investment Advisor, he founded Fin@Work with the vision of building a world class customer-centric investment advisor, which will be widely respected for its leadership in high quality financial advisory services.

 

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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