Abhishek Kumar Tiwari

Wealth Advisor at FINTOO | SYMBIOSIS INTERNATIONAL UNIVERSITY |

Role: Wealth Advisor at Fintoo
Location: Pune, IN
LinkedIn followers: 500 followers

Finance & AccountingView LinkedIn profile

About Abhishek Kumar Tiwari

As a Wealth Advisor, I evaluate clients\' current financial standing—including income, expenses, risk tolerance, and goals—to conduct a comprehensive analysis. This enables me to craft personalized action plans that align with their risk preferences and facilitate capital growth. Additionally, I provide objective financial guidance, aiming to maximize returns and minimize losses through customized wealth-building strategies.

Experience

Wealth Advisor
Fintoo
Apr 2025 — Present
Advising and consulting clients on personalized Financial Planning by assessing their income, expenses, goals, and risk tolerance.*Crafting tailored investment strategies to help optimize returns and achieve long-term financial growth.

Education

The Sanskaar Valley School
ISC
Savitribai Phule Pune University
Bachelor of Business Administration - BBA
SYMBIOSIS INTERNATIONAL UNIVERSITY
Master of Business Administration - MBA
2023
The Sanskaar Valley School
ICSE

Contact information

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Work email
•••••@fintoo.in
Personal email
•••••@•••••.com
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Current company

Fintoo

Financial Services · 142 employees · Founded 2004 · Mumbai, Maharashtra, India

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?

fintoo.in

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About Abhishek Kumar Tiwari

Experience

Wealth Advisor

Education

The Sanskaar Valley School

Savitribai Phule Pune University

SYMBIOSIS INTERNATIONAL UNIVERSITY

The Sanskaar Valley School

Find verified contacts for anyone on LinkedIn