Janhavi Shirbhate

Fintoo (Pvt Wealth Manager) || MBA Finance (2023-2025) || BCom Hons - Narsee Monjee College

Role: Wealth Manager at Fintoo
Location: Mumbai, MH, IN
LinkedIn followers: 500 followers

Finance & AccountingView LinkedIn profile

About Janhavi Shirbhate

As a Wealth Manager at Fintoo, I leverage my MBA and BCom Hons degrees to provide…

Experience

Wealth Manager
Fintoo
Feb 2025 — Present
At Fintoo,We specialize in comprehensive wealth management designed for high-net-worth individuals, delivering personalized investment solutions to help you achieve your unique financial goals.Our expertise spans: Portfolio Management Services (PMS) Alternative Investment Funds (AIFs) Unlisted Equity Opportunities Bonds & Fixed-Income Products Group & Individual Insurance Bespoke Financial StrategiesWe’re committed to building enduring relationships through expert guidance, access to exclusive investment opportunities, and a truly client-centric approach.

Contact information

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•••••@fintoo.in
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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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