Consultation – website

The Diy Way

Take control of your life, money & investments and use our D(o) I(t) Y(ourself) model to take matters in your own hand.

Life Insurance

Make sure your family is secure from future expenses.

Health Insurance

Save your family from big medical bills and protect your wealth.

Emergency Fund

Prepare yourself for expenses due to emergency situations.

Buying Cars

The first big expense and a small milestone in life!

Buying House

Plan your dream home in the right way requiring least down payment.

Children's Education

plan for the big expenses of your child’s higher education.

Children's Marriage

Should you plan in a big way or go frugal for this goal? Find Out!

Retirement

Plan and invest for your bigger and longest goal in life!

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Happy Families

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If you have any questions, suggestions, or just want to explore how FinAsk can help — we’d love to hear from you.

Operating since

2018

Quality of Service

95%

Friendliness

90%

*Frequently Asked Questions

⁠How can I begin my financial journey with FinAsk?

Start by booking a 1:1 consultation through our website. Our team will understand your goals, current portfolio, and design a roadmap that fits your life, not just your numbers.

What services does FinAsk provide beyond investments?

We offer holistic wealth advisory — including insurance clarity, tax and legal advisory, estate planning, trust formation, and goal-based wealth creation for families, NRIs, and entrepreneurs.

Are your services available to clients outside India?

Yes. We work with NRIs across the globe — ensuring compliance, repatriation, and cross-border legacy planning with complete confidentiality.

What payment options are available for FinAsk consultations?

You can pay via bank transfer, UPI, or secure payment gateways. For long-term clients, we also provide flexible retainership models for continuous advisory support

How do you ensure transparency and trust?

Every plan is shared in writing, every fee is disclosed upfront, and every recommendation is made in your best interest — no commissions, no hidden agenda, only partnership.