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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Learn More

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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Rory 

Wise

DIRECTOR, FINANCIAL

PLANNING

Ryder 

Lothian

FINANCIAL 

PLANNER

Mariam 

Ness

DIRECTOR OF ADVISORY

SERVICES

PRINCIPAL FINANCIAL

ADVISOR

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!

Get Consulting Now

Contact us

#29, Ward No.7, Opposite DC Office Hamirpur (Himachal Pradesh)

+91 - 98160-98180

Services

FREE FINANCIAL TIPS & 

HINTS

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Investment Planning

Financial Planning

Tax Planning

Retirement

Estate Planning

Life Events

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