Aditi Mangla

Senior Advisor- Wealth at Fintoo

Role: Senior Wealth Advisor at Fintoo
Location: Gurugram, HR, IN
LinkedIn followers: 500 followers

Finance & AccountingView LinkedIn profile

Experience

Senior Wealth Advisor
Fintoo
Jul 2022 — Present · Gurugram, IN
Hi! I am a Finance Professional, currently working as a Wealth Advisor at Fintoo (Formerly Financial Hospital), a wealth fintech company working in the space of wealth management, tax and retirement planning among others. My job is to cater HNI and UHNI clients and provide them with tailored and customized solutions on Financial Planning, Wealth Management and Goal based Financial Planning.An online platform for transaction of Financial Product, recognized under IBM Global Entrepreneurship Program. This is one of the fastest growing automated financial and tax planning platforms in India with user base and INR 300 Cr+ AUA (Asset under Advisory).

Education

Jagan Institute of Management Studies (JIMS)
Master of Business Administration - MBA
2016 — 2018
Delhi University
Bachelor of Commerce - BCom

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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Experience

Senior Wealth Advisor

Education

Jagan Institute of Management Studies (JIMS)

Delhi University

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