We are Creative
Creative
Finyog aims to think outside the box by presenting diverse ideas and solutions. We act as financial guardians for our clients, which means we only recommend services and solutions that we believe will benefit you, and your family.
Humble
Who would not want to have all the answers? Sure, it'd be fantastic - but we are sceptical of any advisor who knows everything. Instead, we comprehend our know-how and strengths. That is why we talk ‘with’ you rather than ‘at’ you to conduct instructive and productive dialogues.
Honest
We would never recommend a financial plan that we would be unsure about. If you have a query, we respond in a plain, honest, and straightforward manner, ensuring you have a crystal clear idea about your financial goals and how to achieve them.
Personal
Our experience team together has come up with all the core strategies at Finyog. When you reach out to us, be rest assured that you'll be assisted by someone who knows everything there is to know about you, your goals, and your financial situation.
Finyog engineered retirement process. Here’s how we’ll build your Custom Blueprint
GATHER INFORMATION
Are you nearing retirement and looking for income stability? We can’t begin building a house until we have the specs. Tell us a bit about yourself and your reason for seeking our financial planning guidance. Whatever it is you need in 1, 5, 10+ years, we can guide you to best accommodate you and your goals.
DEVELOP GOALS
We will assist you to identify your short and long-term goals, keeping in mind your current needs and future wants as we are working on your financial planning process.
PLAN DESIGN
Using your time horizon to retirement, unique goals and future income needs, we’ll hit the drafting table to develop a blueprint of your financial plan. In taking a holistic approach to your plan, we’ll connect every room to develop a cohesive financial home that’s built just for you.
IMPLEMENTATION
We’ll present a financial plan built using comprehensive strategies and solutions. We’ll work with you to answer any questions you may have, adjust strategies as needed, and move forward with the next actionable steps.
MONITOR
As we move forward building your financial home, finyog will stay by your side to ensure we hit every nail on the head. Once your financial home is fully built, you can be rest assured that we’ll stand by your side. With finyog your finances will be well-protected today, and in years to come.
ADJUST
With regular touch points we’ll meet and review our plans as needed. If you go on to change careers, grow your family or shift priorities, your financial plan will follow along. Regularly evaluating and adjusting your plan will help us to ensure that you and your finances are still on track.
ONGOING MAINTENANCE & REVIEW
Finding financial freedom is an ongoing process, not a set of products or services. To best meet your needs now and through retirement, we’ll continuously review, monitor and rebalance your portfolio as needed.
ABOUT THE FOUNDER
Tapesh Lohia
Tapesh founded Finyog after successfully managing several businesses in the Financial Services Industry. He is a CFP, CFA (INDIA), and CIPM (Level 1), and his last stint was with Fincart. His core strength is transparency towards his clients and a thorough understanding of their needs to develop financial solutions as per their requirements, and he lives with one quote, which is “Customer is God for us, and we don’t cheat God." When not occupied with work, he loves to soothe his mind by doing Yoga and interesting reading and traveling.
What our clients say about us:
'The Financial Professional' who always thinks about the well-being of his clients. We have had a fantastic experience with Mr. Tapesh Lohia as our wealth manager and investment guide for the past 5 years. Timely re-assessment of portfolio and switches are made (debt to equity and vice versa) in accordance with the market sentiment, trends, and clients' aspirations. As a client/friend, I tend to relax and let the professional handle the wealth and it has worked out beautifully. Tapesh understands financial trends and the economic environment very easily and immediately works out a plan for his clients for near to long-term investments.
Gourav Bakshi - Senior Marketing Leader, GE Healthcare, South Asia
What our clients say about us:
I have been associated with Mr. Tapesh for a little over 2 years now. My association with him has been extremely gratifying in terms of his professionalism, portfolio management, and customer relationship. The unique feature of his work is attempting to balance the future financial goals without significantly compromising the luxuries of the present. He is also honest and upfront when boundaries are crossed to ensure our financial security. Tapesh also gives us a lot of time to make us understand many of the nuances of the financial mechanisms in simple terms. Overall our association has been fulfilling both professionally and personally.
Dr. Sunil Karanth - Senior Intensive Care Physician
What our clients say about us:
Tapesh is one of the best financial planners I've ever met. His attention to detail in financial planning is unmatched in his financial advice.
Chiranjit Ghosh - Tata Insights and Quants
What our clients say about us:
We've been working with Tapesh for the past six years. Without their long-term strategies, having information on just the savings front appeared insufficient. Finyog aided us in defining our financial objectives and equating our savings to the same. We now believe that our economic future is secure, thanks to them. The crew is exceptionally disciplined and adaptive to our demands, ensuring a well-curated, stress-free experience for us. They are the key to ensuring that your investments continue to grow.
Abhishek Bajaj - Vice President, ITILITE
What our clients say about us:
I have been associated with Mr. Tapesh since 2015 and it has been 12 fruitful years working with him. When I first started with Mr. Tapesh those were the times when personal financial education and sundry other personal finance related information was hard to come by, but Mr. Tapesh with his immense knowledge on various aspects of finance gave me the much needed confidence and insight on the subject. Since our association, not only has my investment portfolio worked out greatly but also I have been fortunate enough to depend upon him for my taxes related work, suggestions on managing money, and many other various areas that go beyond the realm of finances. Mr. Tapesh is a thorough professional, a dependable planner and a person with eye for details in equal measures. I have full confidence in him - a confidence which has been seasoned working with him for almost a decade.
