Financial Planning

Being on the right track to conquering your financial milestone is an invaluable feeling. But how do we get there? The answer lies in the following questions: How can I plan better and fund your next dream vacation. How can I fulfill my post-retirement goals? How can I achieve financial independence and save enough?

A customized personal financial plan can help you feel confident that you’ll achieve what you want out of life, whether it’s early retirement, funding college education for your kids or grandkids, real estate, investment in a second home, or financing a new business venture.

Portfolio Management

Whether it is filling your taxes or proper financial reporting, professionals at finyog have strategic outlooks and can confidently navigate through this fast-paced industry.

Our relationship-driven services are based on driving efficiency and cost-saving with our registered investment advisors. Finyog aims to go beyond the basic compliance of needs and provide a full spectrum of services that can integrate assurance, tax, and consulting solutions to comprehensively address your financial needs.


Finyog aims to achieve the financial fulfillment of all its clients and protect their prosperity.

Irrespective of what stage of life you are in, our team can evaluate and come up with insurance strategies that are true to your requirements. Evaluation of your insurance portfolio is a financially sound practice that can give you the confidence of having appropriate coverage and the right strategy to complement your comprehensive asset management plan and manage risk.

Real Estate

Addressing the need of maximizing operating income and asset values of companies driven by real estate, finyog has a team of experts from a variety of backgrounds so that you get correct advice when needed.

The dedicated professionals at Finyog can address your tax and assurance challenges and, after gaining an in-depth understanding of your operations, help you make smart, informed decisions so that you can avoid risk and make informed decisions.

Personal Tax Planning

Managing personal taxes needs effective management and is one of the largest annual costs. It is extremely important to have solid full proof that can help you explore saving opportunities.

With our multi-disciplinary expertise, we assist you with customized guidance to fit your financial framework and lifestyle keeping the consequences in mind and retaining more of your hard earn wealth.

We proudly work with people who are at different stages of life

Whether you are a newbie or wish to improve your approach towards your financial planning, we will be by your side, delivering objective and meaningful advice. We operate best with clients that employ us for long-term wealth management, in which case we can serve as your CFO – financial co-pilot as circumstances evolve. However, if you are a complete novice seeking help with your economic flight plan, we can provide one-time advice to ensure you’re on the correct path.

The Youngsters

As a young professional, your financial growth has just taken off. With lesser commitments, this is the best time to plan your future. You are still in the accumulation period of your life, with education loans, numerous moves, and entry-level jobs. Our starter pack offers assistance to young adults in creating a lifetime of sound financial decisions. We are glad to engage with young professionals who are still in the early phases of building their wealth as we see you for who you are.

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Executive Professionals

We ensure that your money works as hard as you do! Being an expert in your field might leave you with less time or knowledge to manage every aspect of your financial life. You have other things to do; a business to run, or a family to take care of, collaborate with a trustworthy financial partner who can take the lead on your behalf. We integrate financial planning into the rest of your life, giving you the freedom to focus on what matters to you.

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The path forward can become increasingly blurry if you are grieving a loss. Now is the time to seek the advice of a compassionate, knowledgeable financial advisor who can assist you in mapping out a constructive course forward. Allow us to be your co-pilot while you take the reins, whether you’ve had a hand in your family’s finances or not. We’ll accompany you on your journey, guiding you through this challenging transition at your own pace and on your terms.

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