1
HANDSHAKE

Goal Analysis and Risk Profiling (Willingness & Ability)

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FINANCIAL PLAN WITH FINCLIN

Goal Based Asset allocation With Finclin

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INVESTMENT EXECUTION

Systematic and Scientific Portfolio Creation

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MONITORING & REVIEW

Reporting and Need Based Re-balancing

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    Our Services

    “Someone’s sitting in the shade today because someone planted a tree a long time ago.” – Warren Buffett

    EDUCATIONAL VIDEO

    Financial Planning

    Scientific Financial Planning minimizes Financial Uncertainties.
    Retirement Planning

    For a meaningful life later, start Retirement Planning early.
    Wealth Management

    We create wealth for you while you serve the nation.
    Portfolio Advisory

    Complexities of market made simple with research and scientific approach.

    Mr. Kushal Bhateja (RIA Code INA100010305) is SEBI Registered Investment Advisor (RIA) – Individual RIA valid till 12 Apr 2028.

    We are not Agents or Brokers and hence we work for our clients.

    We invest your money Only Through ‘Direct’ Plans, hence saving a big cost annually.

    We understand every individual is unique, so their solutions.

    Our solutions are facilitated by our in-house research unit.

    We charge nominal fee and receive no commissions from any broker/amc/any other party.

    OUR BLOG

    Explore Our Blog for Impact Full Resources.

    What Our Clients Say

    Client Testimonials

    It is really refreshing to work with a financial adviser who is truly interested in their client’s needs, circumstances, and preferences. What really impressed me was the way Team FinClin Investment Advisors – ( Erstwhile Fauji Consultant) spent the time to get a feel of where I was at the financial curve and made me understand the approach towards financial planning in order to achieve my personal goals. The organization’s professional and ethical approach along with the patience and perseverance with which the Team addressed all my queries is highly commendable. I’ll gladly recommend their services to one and all.

    Ms. Sushmita Chakraborty

    Kushal’s passion, knowledge and genuine interest in achieving the best for his clients is what makes him a professional Financial Advisor. The expertise and attention to detail with which he handled our financial affairs could not be faulted. I am absolutely delighted with the organization’s service. May FinClin Investment Advisors – ( Erstwhile Fauji Consultant) prosper, along with their clients.

    Maj Gen Arun Kumar Verma (Retd)

    Being in the army, financial security for my family is of utmost importance for me. I was looking for an organization that understands the obstacles of army personnel. That’s when I came across FinClin Investment Advisors – ( Erstwhile Fauji Consultant). With Col. Sunil Midha himself being in the army and Mr. Kushal Bhateja with his experience in the industry, I was assured that my family’s financial security is safe while I can enjoy my retired life with financial freedom achieved through their planning. I highly recommend FinClin Investment Advisors – ( Erstwhile Fauji Consultant) to all the Fauji’s out there.

    Maj Gen Hemant Joneja (Retd)

    I was investing in regular plans till 2018 and was looking for a financial advisor who could provide financial guidance without any links with product commissions from Mutual Fund houses. After some research I came across FinClin Investment Advisors – ( Erstwhile Fauji Consultant) as one of the best financial advisors in Delhi with Mr. Kushal Bhateja as SEBI Registered Investment Advisor. I met him and was highly convinced with his vast knowledge about the industry. With his advice, I shifted to direct plans thus reducing my expense ratio and generating higher returns than regular plans. During these 3 years, I found their financial planning and strategy is outstanding and I firmly believe my retirement journey is now in safe hands with FinClin Investment Advisors – ( Erstwhile Fauji Consultant).

    Brig Vinod Pant (Retd)

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