Financial Clinik helps you and your family make smart money decisions with clear, honest advice. We use data to guide you, explain everything in simple terms, and offer complete financial services—from saving and investing to insurance and tax planning. With years of experience and trusted by thousands, We make managing your money easy and stress-free.
In this era of misinformation find true harmony in securing your financial health at the world’s only financial clinik that helps you to break free from one-size-fits-all financial advice.
We strongly believe that true prosperity comes not just from accumulating wealth but from nurturing it with personalized care which is why financial clinik stands as your trusted destination where you can securely entrust your financial well-being.
Personal financial empowerment can be likened to conducting a comprehensive evaluation of your finances to ensure their optimum health and stability.
Say goodbye to budget concerns and embrace worry-free spending. Watch your savings increase as you embark on a smart and fulfilling financial journey.
Witness the results of productive investments, where time is your best friend. Become a part of the elite group of smart investors with our expert insights, as we decode the secret of compounding wealth.
Whether you are an experienced investor or new to the stock market, we have you covered! Enhance your investments and make your money work more efficiently with our guidance.
In the demanding business environment, strategic decision-making is essential. By utilizing our expertise in risk management, we will confront these challenges together and steer towards triumph.
Take charge of your financial future by being proactive and utilizing our intelligent tax strategies. Explore how we are transforming personal finance, one tax return at a time.
Now, managing your finances is easier with our debt management solution that focuses on the user. Say goodbye to financial worries and embrace financial freedom wholeheartedly!
We recommend crafting and implementing a well-thought-out retirement plan. This plan should consider critical factors such as inflation, healthcare costs, and the evolving needs of our dynamic lifestyles.
Guide your child’s career aspirations with our education planning. Fulfill their needs timely, ensuring dreams become reality through thoughtful mentorship.
B.Com, MDP – IIM, Wealth Management in Insurance Management, AMFI
23+ Years of experience in the financial services industry with groups like LIC, Tata, Star & all major Financial Institutions
MBA, B.Com, MDP – IIM, FLMI, AIII,
Portfolio Management Service – NISM Insurance & Wealth Management.
22+ Years of corporate experience with groups like ICICI, Tata & Bajaj
Trained 25000 + Learners in BFSI
Bhushan Shah, a seasoned CEO with an M.Com background, boasts certifications in Financial Blueprint, Business Risk Management, Wealth & Portfolio Management, and Diversified Portfolio Management. His expertise ensures strategic financial planning and risk mitigation, driving business success. With a robust background of 15 years across industries such as Asset management, Insurance and Information Technology, he also offers more than 7 years of invaluable Leadership experience.
MBA, M,Sc, MDP – IIM,
MDP – XLRI, LUTCF, Loma, ICCC, LIII, Wealth & Portfolio Management
22+ Years of corporate experience with Brands like Tata, Birla & Bajaj
Transformed 30000+ Learners in BFSI
MBA, B.Com, MDP – IIM,
FLMI, AIII, Portfolio Management Service – NISM Insurance & Wealth management
22 + Years of corporate experience with groups like ICICI, Tata & Bajaj
Trained 20000 + Learners in BFSI
B. Com, MDP – IIM, Wealth Management in Insurance Management, AMFI,
21+ Years of experience in the Financial Services Industry with groups like LIC,Tata,Star & all major Financial Institutions
We take a personalized approach by understanding your unique goals, risk tolerance, and financial situation. We tailor financial plans to align with your objectives, incorporating strategies that best suit your needs.
1. Assessing their financial goals, risk tolerance, and current financial situation.
2. Developing a personalized strategy that aligns with their objectives.
3. Selecting appropriate investment vehicles.
4. Considering tax implications and implementing tax-efficient strategies.
5. Regularly reviewing and adjusting the plan as needed based on changes in the client’s circumstances or market conditions.
1. Personalised Money Management, Education & Empowerment
2. Comprehensive Financial Planning (Indians/NRI)
3. Investment Planning
4. Portfolio Review (Equity, Mutual Fund & Insurance)
5. Business Risk Management
6. Tax Management
7. Loan Management
8. Retirement Planning
9. Child Education Planning
One option is fee-based, and the other is execution-based. If you are planning for your financial future with us, there is no fee for consultation. For our educational programs, each program has either a free or paid structure. To learn more, please contact our representative.
