Working with Fin and Me has been a unique and refreshing experience for me, especially because of the personalized money management advice offered. They always ensure to put in extra effort to simplify complex investment options, in such a way that anyone can understand it fully, before opting for it. I’m more confident of reaching my FIRE goals now with the partnership of Fin & Me.

The team at Fin & Me helped me move from a negative cycle of EMI outgo to becoming debt-free, and start a positive cycle of SIP investments – that now go towards building a corpus for my retirement goals and my daughter’s education. This has made me feel much more confident about my financial future. 

While my wife and I were already investing blindly in mutual funds solely for the purpose of tax savings, it was in discussion with Fin & Me that we realised the importance of goal-based investing. We were guided all through the way from identifying unnecessary expenses on credit cards to setting up a customised investment plan for both of us.

While investing in stocks and mutual funds, I always focused on short-term returns and used to exit them when they didn’t perform to my expectations or when I made a desirable “profit.” After speaking to Fin & Me, I realized the value of SIPs tied to financial goals, long-term compounding and reducing risk through asset allocation and rebalancing. 

I have never thought seriously about having to “manage” money. I used to spend from my credit card and somehow, somewhere the income and expenses reconciled some day. Fin & Me’s Cash Flow Tracker helped provide a structure for monthly money management and it was clear how much I could save. I am now investing systematically towards my goals. 

I’ve never been a spendthrift, yet I had no idea whether I was efficiently investing for my future. Talking to Fin & Me, I’m highly impressed by their in-depth knowledge and the effort they put in making me understand. They don’t scare you; they help you to get ready to take those crucial next steps towards investing.

I’ve known the folks at Fin & Me for a while. I used to ask LK to manage my money, and he would say, some day. Well, that day has now arrived, and they are helping people formally now. Having a formal session with them put things in perspective for me. My planning was all over the place. They have given me a structure now.

My prior investments were limited to Real Estate and Endowment Insurance policies.
After speaking with Fin & Me, I realized the value of investing in equity and debt instruments which offer better liquidity than real estate and better long-term returns than Endowment policies.

Prior to meeting with Fin and Me, I used to invest without any clear financial goals and mostly in real estate.
Now after meeting with Fin and Me, I have realized the lack of liquidity in real estate and the importance of investing in equity and debt instruments tagged to financial goals.

I used to overspend my salary, take on loans, and keep paying EMIs, without thinking about the future. My retirement plan was to rely on my son!
Now after meeting with Fin & Me, I feel more confident, having started my financial journey with investments tagged towards retirement and son’s education as financial goals.