Saurabh Bansal

Fin@Work

Registered Investment Advisor

Service Location

Bengaluru

Professional Licenses

FPSB

#IN149818

SEBI RIA

#INA200002387

Fee Only Fiduciary Financial Advisor

No commission-based products

This financial advisor operates on a fixed fee-only basis, ensuring their recommendations are strictly aligned with your best interests without conflict of interest from commissions or asset accumulation.

Contact Information

Address

G1 Ebony, No 7/1-2 Hosur Road, Langford Town, Bangalore - 560025.

Website

https://www.finatwork.com/

Client Focus & Services

Best suited for

Investors seeking fiduciary advice with legal obligation to act in their best interests. High-net-worth individuals, families, and institutions looking for comprehensive wealth management, portfolio construction, and ongoing investment guidance under strict regulatory oversight.

Problems solved

Portfolio underperformance, lack of investment strategy, regulatory compliance concerns, fiduciary duty assurance, complex portfolio management, succession planning, risk management, systematic rebalancing, performance evaluation, tax-efficient investing.

What this advisor does NOT do

This advisor does not sell insurance products, mutual funds, or any commission-based financial products. They do not accept referral fees from third parties. They do not provide daily stock trading recommendations or speculative investment advice. They do not offer tax return preparation, legal drafting, or actuarial services.

About Saurabh Bansal

Saurabh Bansal, an alumnus of IIT and IIM, established FinatWork with a mission to assist individuals in attaining their financial objectives and fostering long-term wealth through structured and scientific methods.

In a landscape where private wealth management primarily serves high net worth individuals, FinatWork distinguishes itself by catering to emerging affluents, offering high-quality advisory services.

Specializing in wealth transfer and protection, FinatWork ensures the safe passage of legacies. As a SEBI Registered Investment Advisor and Certified Financial Planner, the company operates on the bedrock principles of trust, integrity, and transparency.

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