FAQ

First you have to select the product which you would like to purchase. This will show a master list of financial planners. You can then zoom in on the right advisor for you using the location, price etc filters. If you are unable to decide, you can always call us to recieve professional help.

Congratulations ! You are one step closer to securing your financial future. Book an appointment with your advisor using the “Consult Now” button. Our customer-care representative will then call you back, to schedule an appointment with your advisor within 7 days. You can either visit the financial planner directly or schedule a video conference, using our safe and secure platform

FinVizer offers to follow up for a 100% complete refund of your payment, if you are not happy with the service provided by your chosen financial advisor (subject to terms and conditions). We strongly recommend that clients first do a free trial video consultation. This will enable both parties to assess each others capabilities and ensure a smooth long term relationship.

Free advice can be very expensive, especially in financial matters. So please try to think why he is providing a free product? Is he making a commission on the investments made by you? Does he have your best interests at heart?

We believe the fee charged by our advisors are market competitive given their vast experience, independent and integrated service, advanced technology platform and convenience provided by FinVizer. All our charges are upfront and all inclusive. No hidden games here.

FinVizer’s financial planners are fully equipped with safe and secure video conferencing facilities. Our advanced technology will help our planners to serve you no matter which part of the world you are located. You can specify the delivery channel of your preference when you select the financial advisor.

FinVizer will always keep your personal and financial data secure and confidential. Please read our privacy policy for more details.