EXPLAINING THE NEW “FIDUCIARY” RULE
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Financial Yogi
“Financial insight with integrity”
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WELCOME TO THE FINANCIAL YOGI
NEED HELP CALL: +91-98160-98180 FREE CONSULTATION
Our Identity
Vikas Chauhan is the founder and CEO of FinYogi.com. Vikas holds a total 15 years of experience in financial industry. Prior to his entrepreneurial venture with Finyogi.com, Vikas has had corporate stints with Tata AIA Life insurance, Manipal Cigna Health Insurance & Policyboss.com
He is a CERTIFIED FINANCIAL PLANNER from financial planning standard board of India.
He also holds FLMI, ACS, AIII & AMFI designations in financial field.
Investment
Planning
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Financial
Advice
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Estate
Planning
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Tax
Planning
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We are Expertise in
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Why Choose Us
TRUSTED
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MUTUAL HELP
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INSPIRED
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Our Services
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Values
Values guide our actions and define the way we work. Our core Values are (PITCH) Passion, Integrity, Transparency, Customer First & Humility.
Passion
Committed in heart and mind
Integrity
Always Do the right thing
Transparency
We embrace transparency to build a lifelong trust.
Customer first
All our offerings are designed keeping you in mind.
Humility
Be open to learn and change
How it all Started
Being into financial sector for more than 15 years, he couldn’t find a single entity, who is providing client centric, 360-degree financial planning solutions in Himachal Pradesh? Hence, this Idea & FinYogi came into picture. He observed that people are making their investment decisions on peer influence or through investment agents without a clear financial goal road map. We believe in the hand-holding method of making our clients understand the nitty-gritties of finance as we see the market is still not mature enough to understand the right kind of structuring and balancing of their finances based on their future financial goals.
Vision: - To be the most admired financial service firm of Himalaya’s.
Mission: - To emerge as the leading financial service firm by offering 360-degree customer centric financial planning solutions.
Our Customers
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What Our Client Says
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Our Latest Blogs
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OUR ADVICE IS DEDICATED TO THE PROSPERITY OF OUR CLIENTS!
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