About Us

Our Vision

Empowering the world towards “Financial Independence”

WHAT WE DO

"We help you Become Financially Atmanirbhar"

As a doctor helps you to take care of your health by offering health advice, giving medicines and vitamins based on your health, similarly, we at FinRisk Doctor, help you by offering advice on improving your financial wellbeing and help by offering customised financial solutions for your business and personal finances.

We help you Become Financially Atmanirbhar

FinRisk Doctor works as a polyclinic with tie-ups with various intermediaries be it financial advisors/ consultants/ PE Funds, Banks, CA firms  in respective fields who will work with you to help you in your financial matters through the FinRisk Doctor.

HISTORY

Our Story

It all started when a friend approached for help when his business and personal finances were in a huge mess. He was completely crippled with debt and was planning to shut down his business.

What started  as general support to a friend to help manage and restructure his business and personal finances became an idea for setting up “FinRisk Doctor”.  

In India “72% Indians are unaware of how much to put aside or invest in order to achieve financial independence- per survey by Scripbox.

The main aim of FinRisk Doctor is to help you improve finance management for your business and/or  personal finances by overcoming the impediments or problems faced by you in financial matters,  be it managing your personal loan liability or helping you plan your business finances or asset allocation.

Our observation is that business and personal finances are not properly segregated in majority of the cases . Further focus on personal finance is absent. Most focus on tax aspect and not overall financial health. 

At FinRisk Doctor, we help you choose the right financial solution depending on your needs and requirements so that you focus on your financial health.

We act  as a bridge between you and your financial goals to help you build a ladder to reach your financial well being faster and easier. We focus on identifying your current financial health position and provide customised solutions to help improve your financial health step by step. 

Every change is faced with resistance, nothing changes overnight. It is a focused step by step process of  making changes in the way you manage your finances and then follow them consistently in order to achieve good financial health.

Our Founder

FinRisk Doctor is a brainchild of Amit started with a vision to empower people improve their Financial Health. The focus is to make people “Financially Atmanirbhar”. As per survey by S&P, over 75% of people are not financially literate. Also a survey by Metlife shows that over 80% of Indians have no retirement plan. FinRisk Doctor’s vision is to empower people towards financial independence and for that it has taken up a mission to improve financial health of people step by step.

Amit qualified as a Chartered Accountant and has experience spanning multiple industries  over 25 years. He started his career in Investment Banking helping companies raise money, handling IPOs and raising loans. He then moved in handling restructuring of business units which involved restructuring of debt and also business processes assisting his father . He then moved in the profession helping businesses/corporates in improving business process controls and risk mitigation strategies. Along the way, started helping individuals and small businesses improve their financial health by advising them on investing and financial planning based on their risk profiles. He has handled  M&A deals and also conducted numerous due diligences for many corporates on verge of acquisitions.  He also takes up workshops on basic finance understanding  for entrepreneurs.

He has served as a board member for over 10 years in companies including a bank and a listed company.  Due to his experience both as a consultant as well as a director, it helps him to approach issues or problems with a balanced perspective, as an insider as well as an independent advisor , which aids to offer customised financial solutions.

He shares his knowledge with younger generation by taking up guest and visiting faculty lectures at various business schools on variety of financial subjects.

He is an ardent reader, avid traveller who loves to explore new destinations and a diehard foodie.

VALUES

Our Core Values

Objectivity and Independence

We  provide different perspectives, and help you make informed decisions and is our endeavour to maintain objectivity and independence in transacting

Responsibility

We take responsibility for all our actions  to help you prioritize your goals from most critical to least.

Collaboration

We are open and collaborate to you to improve your financial well being. We work with others to support safe, high-quality care.

Excellence

We strive for excellence and maintain the highest ethical and professional standards. We are a learning organisation, committed to achieving high standards.

Professionalism

We work with expertise, commitment, integrity, and humility.

Transparency

We are open and account for our actions.

FINANCIAL SOLUTIONS

What We Do

As a doctor helps you to take care of your health by offering health advice, giving medicines and vitamins based on your health, similarly, we at FinRisk Doctor, help you by offering advice on improving your financial wellbeing and help by offering customised financial solutions for your business and personal finances.

​We help you focus on becoming  independent financially

” We help you Become Financially Atmanirbhar”

FinRisk Doctor also works as a plug and play polyclinic with tie-ups with various  intermediaries  be it financial advisors/ consultants/ PE Funds, Banks, CA firms, insurance advisors etc  who will work with you to help you in your financial matters through FinRisk Doctor.

WHAT WE AIM

Our Mission

“Improving your financial health Step by Step”

 

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CONTACT US

At FinRisk Doctor, we help you by offering advice on improving your financial wellbeing and help by offering customised financial solutions.

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