FinVizer provides a comprehensive financial planning & advisory platform connecting consumers to independent, qualified personal financial planners. We offer the complete range of financial planning products from beginner products like basic tax planning to advanced products like estate planning, all under one roof.
FinVizer’s vision is to help secure your future through scientific financial planning. Our aim is to remove the information asymmetry that exists today and empower consumers to make the right choice by providing accurate financial planning information and affordable professional advice, thereby also making the whole financial planning experience a stress free one.
Key FinVizer Solutions
Why Choose FinVizer ?
Experienced, independent advisors
All professionals are screened and vetted by us. They have an average experience of 10 years & are specialists in their chosen fields.
All financial advisory services are productized and listed with upfront prices and timelines. The price you see is what you pay.
End-to-end solutions under one roof
FinVizer provides the entire gamut of financial advisory services needed by you to help secure your financial future.
Our integrated technology platform and online messaging will ensure that you don’t have to run around the city wasting your valuable time.
100% service delivery guaranty
The money is held in escrow until your services are delivered. We promise timely delivery of your services or complete money-back.
Data Mining and collaborative framework
We bring the power of data analytics by providing the latest information to the professionals to deliver best quality work.
FinVizer helped me to find an independent financial planner, who had a fee only model. This secured my financial future. To escape commission based unethical advisors, FinVizer is the place to go.
I was able to hire a good financial advisor sitting here in USA, to manage my Indian financial assets. My husband is also very happy. Thank you FinVizer!
It is very time consuming and tedious to find a reliable, independent and expert financial advisor. FinVizer just made that job super easy, by doing all the hard work for you.
Most people think financial planning is ONLY for the rich. They ask – why do I need financial planning?... read more