Atul Mishra

Amigos Finserv stands as an independent and 'fee-only' financial services firm located in Mumbai, specializing in the realms of personal Financial Planning, Investment Advisory, and Wealth Management services. They are dedicated to addressing their clients' financial advisory requirements with utmost commitment and expertise.

Crucially, they operate as an entirely independent entity, devoid of any affiliations or associations with financial institutions such as banks, insurance companies, asset management firms, or NBFCs. Their commitment to neutrality and unbiased advice is unwavering. They refrain from receiving any form of remuneration, brokerage, incentives, commissions, or similar considerations from financial product providers based on the recommended financial products or transactions resulting from their Financial Planning, investment advisory, and management services.

Their sole source of remuneration is the fees paid by their clients for the valuable services they provide. Their client base is diverse, encompassing families, individuals, retired senior citizens, individuals approaching retirement, small business owners, and Non-Resident Indians/Overseas Citizens of India.

At Amigos Finserv, their approach is grounded in helping clients make suitable investments that enhance the likelihood of achieving their financial goals. They also offer expertise in tax optimization, insurance analysis, and effective wealth transfer planning for the next generation or as per the client's wishes.

Founder Atul Mishra leads his team, bringing over 20 years of extensive experience in the financial services industry. His leadership and vision have been instrumental in shaping Amigos Finserv into a trusted partner for financial advisory services.