Rahul Rathi

Financial Advisor at Fintoo || MBA (Banking & Finance) from SSBF (Pune) || NISM-Series-X-A & X-B Certified Investment Advisor.

Role: Financial Advisor at Fintoo
Location: Mumbai, IN
LinkedIn followers: 500 followers

Finance & AccountingView LinkedIn profile

About Rahul Rathi

Hello! I am a finance professional currently working as a Financial Advisor at Fintoo…

Experience

Financial Advisor
Fintoo
Apr 2025 — Present · Mumbai, IN
Working as a Financial Planner for HNI and UHNI Clients and help them grow their personal wealth- Providing tailored and customized solutions for Clients and help them achieve their Goals and Objectives in a Risk averse and Tax efficient manner- Cater services like Financial Planning, Tax Planning, Investment Planning, and Estate Planning.

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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