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Karan Satbhadre
Asst Vice President - Private Wealth Advisory at Fintoo
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Work Experience
Asst Vice President - Private Wealth Advisory
Nov 2022 - Present · 2 years and 1 months
Senior Wealth Manager - Private Client Group
Apr 2022 - Nov 2022 · 7 months
Senior Private Wealth Manager
Apr 2020 - Mar 2022 · 1 years and 11 months
Company Details
51-200 Employees
Formerly known as Financial Hospital Established in 2004 as Financial Hospital, Fintoo is India’s leading AI-Driven, Robo Advisor who has successfully helped 1,40,000+ clients across the country to achieve their financial goals such as, Financial Planning, Investment Planning, Mutual Funds, Tax Planning, Tax Saving, Wealth Creation, Child Education, Emergency Fund Creation and Retirement Planning. How We Do It: Fintoo’s one-of-a-kind Robo Advisor is exclusively developed to deliver completely customized, reliable and result oriented financial and investment planning solutions. Following a carefully developed process wherein our AI-Driven financial advisor focuses on understanding you, your family, your lifestyle and all the minute details that describe your current financial position and highlight your future aspirations, financial goals and most important, retirement goals. After getting the required inputs, the Robo advisor's technically advanced algorithm enables it to perform complex calculations based on several probabilities and ultimately create a completely customised financial plan for you that will guide you at every step of your financial journey and help you achieve your desired financial goals. Why not try our financial planning tool and take your first step towards realising your financial goals
Year Founded
2004
Social Media
Linkedin
Industry
Financial Services
HQ Location
Office No. 904, B Wing, Kanakia Wall Street Andheri - Kurla Rd, Chakala, Andheri East, Mumbai, Maharashtra 400093, IN
Keywords
Financial PlanningTax PlaningOnline Mutual FundsITR FilingRetirement PlanningSIPInvestment adviceWILL PlanningNRI TaxationNRI Investment Consultancy
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