Nilesh Rathva is the founder of Finoniq Planner, with several years of experience in the financial industry since 2021. His passion is to help individuals and families make informed financial decisions that align with their goals and life stages. He hold multiple certifications, including being a NISM-certified Mutual Fund Distributor and earning the NISM Financial Education Certification, reflecting my commitment to providing up-to-date financial advice.
At Finoniq Planner, We specialize in a variety of services, with a particular focus on Retirement Planning. He understand the importance of building sustainable financial strategies to ensure that his clients can enjoy a secure and comfortable retirement. His approach involves assessing each client’s financial situation, developing customized plans, and providing continuous guidance to adapt to life’s changes.
Vandana Rathva is the Co-founder of Finoniq Planner and is currently pursuing the Certified Financial Planner (CFP) certification. She is passionate about guiding individuals in achieving their financial goals through education and practical tools.
At Finoniq Planner, she work closely with individuals and families to provide holistic financial solutions, helping them effectively manage their savings, investments, and expenses. Her goal is to empower clients to make smart financial decisions, ensuring they stay on track toward long-term financial security and stability. Whether it’s planning for major life events like purchasing a home, saving for a child’s education, or building an emergency fund, she strive to offer practical, actionable advice tailored to their unique circumstances.
Analysis
Budgetting
Investing
Protecting
Analyze Client Financial Situation
Budgeting Client Cash Flow
Start Investing as per Goals
Protecting your Investment
A strong financial plan is built on four key pillars: Analysis, Budgeting, Investing, and Protecting. Analysis helps assess your financial health by reviewing income, expenses, and assets. Budgeting ensures effective cash flow management by balancing spending and savings. Investing grows your wealth through a diversified portfolio aligned with your goals. Protecting your finances with insurance and emergency funds safeguards you from unforeseen risks, ensuring stability and security for the future. Together, these elements create a solid foundation for financial success.
Years in Business
Clients
INR Managed
Since 2021
Our mission is to empower 5000 families with financial security within the next decade through personalized planning and integrity-driven partnership.
