Fintastic India

About Fintastic India

One relationship for every financial decision.

Fintastic India is a financial planning practice built for Indian families who are tired of doing it in pieces. Insurance in one place, mutual funds in another, retirement nowhere, and no single person accountable for the whole picture. We put it all under one roof.

Why we exist

Good advice got unbundled. We put it back.

For a generation, Indians were handed products instead of plans: a policy from an uncle, a fund from a bank relationship manager, an FD because it felt safe. Each sold in isolation, none of it adding up to a plan.

Then apps promised to fix it and mostly moved the confusion to your phone. More choice, more charts, still no one to answer the only question that matters: given everything, what should I actually do?

We built Fintastic India to answer that question and stay accountable to the answer. A written plan, a named advisor, and research models doing the heavy lifting so the advice is disciplined rather than emotional.

Where we fit

Between doing it all yourself and being sold to.

DIY apps

A thousand products and a login.

No plan, no advice, no one to call.

Marketplaces

A quick quote and a hard sell.

They vanish the moment you've bought.

Fintastic India

A written plan and a named advisor.

Reviewed with you four times a year, for as long as you hold the plan.

How we work

Four things we refuse to compromise on.

Human advice, model discipline

A named advisor who knows your family, making decisions sized by research models instead of sales targets.

Every provider, no house view

38+ insurers and fund houses on the shelf and none of our own. The plan chooses the product, never the reverse.

We show up at claim time

The real test of an advisor is the day you file a claim. We prepare, file, follow up and escalate for you.

Research you can read

In-house research models power every recommendation, explained in plain language, never hidden in a black box.

₹120+ Cr

family assets guided

2,400+

families on a plan

38+

insurer & AMC partners

98.2%

claims supported to settlement

Where we stand

Registered, transparent, and on your side.

An AMFI-registered mutual fund distributor, offering insurance through IRDAI-registered partner insurers. We distribute across dozens of companies, so no single one's incentive decides your plan.

We hold none of your money. Every policy, folio and account sits directly in your name with the insurer, fund house or bank.

Commissions are disclosed, and we do not offer stock broking or DEMAT trading. Our job is planning and distribution, not putting you in the market's front seat.

Ready to see your whole picture in one place?

Start with a free discovery call, or send us a note.