FinClin Investment Advisors – (Erstwhile Fauji Consultant) was incorporated by Mr. Kushal Bhateja, CFA, CFP, PGDBM, RIA and Col. Sunil Midha (Retd) with an objective of providing an ethical advisory platform that addresses all the financial needs of the personnel of the armed forces, serving or retired, and their relatives. Our Co-Founder Kushal Bhateja (CFA, CFP, PGDBM, RIA) is a SEBI Registered Investment Advisor (INA 100010305) & has over 15 years of rich experience in various segments of the investment industry including Institutional Equity, Mutual Funds and Debt Market.
FinClin Investment Advisors is a chosen brand name for individual investment adviser Mr. Kushal Bhateja (our cofounder).
FinClin Investment Advisors – (Erstwhile Fauji Consultant) is a Fee Only Financial Planner. We offer unbiased, objective advice to help our clients make important financial investment decisions. We have our own in-house Research Team to evaluate Mutual Funds, Equity and Fixed Income. Fundamental Analysis, Technical Analysis, thorough analysis of Micro and Macro economic factors are an integral part of the Research framework.
To avoid any conflict of interest, we are not into distribution of any financial products. We invest your money ONLY through ’Direct’ Plans, hence saving a big cost annually. We understand every individual is unique, so are their solutions. Our solutions are facilitated by our in-house research unit.
Our investment philosophy is value creation for every client. We are able to do it by selecting the best performing assets (Outcome of our tested research) and Investment through Direct Plan (saving cost).
