About Us

FinVizer provides a comprehensive financial planning & advisory platform connecting consumers to independent, qualified financial planners. FinVizer provides 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

Get tax advice from FinVizer tax experts. The expert will ensure that you are fully compliant with various tax laws and optimize your tax outflow.
Our investment advisors create the right plan for using scientific investment methodologies, based on your risk appetite and investment horizon.
Estimate your personal and professional risk exposure. Purchase the right insurance policy to secure the future of your loved one’s.
One plan to bind them all. The complete plan that includes all the various aspects like tax, investment, insurance, retirement etc.
Rising cost of living, medical expenses and post-retirement activities. Plan today for your golden years.
An annual exercise meant for everybody, which reviews your overall financial health and identifies areas for improvement.

Why Choose FinVizer ?

How it works ?

Compare advisors
Book consultation
Recieve plan
Implement recommendation

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FROM OUR BLOG

How to choose your financial planner in India?

There any many financial planners in the market in India. Quite a few are driven by product commission from... read more

10 reasons why you need financial planning in India

Most people think financial planning is ONLY for the rich. They ask – why do I need financial planning?... read more

FinVizer – expands its presence to Chennai

FinVizer was launched today in Chennai offering a complete financial planning portfolio: Comprehensive Financial Plan General Financial Checkup Tax plan Retirement plan Investment plan Insurance... read more