Financial Clinik
We are a Team of Highly Qualified Experts with a collective experience of 60+ Years in the Financial Services Industry in Financial Planning, Coaching, and training. We can offer + Financial Solutions as per your need, goal & and risk appetite ""Customize Solutions for Individuals & Corporates""Working with 100+Top Brands""Managing AUM of Rs plus." Vision "To empower individuals and communities with the knowledge and tools needed to achieve financial wellness and security." Mission "The Financial Clinik believes that financial security is a critical component of overall well-being and that everyone deserves access to quality financial services regardless of their income level or financial background." Our Expertise -> Financial Health Check-Up -> Comprehensive Financial Planning -> Mutual Fund Portfolio Review -> Insurance Portfolio Review -> Business Risk Management -> Equity Portfolio Review -> Personal Finance Tax Planning -> Debt Management
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Verified contacts
10
available on Kipplo
LinkedIn employees
15
11 to 50 range
Open roles
—
no listings
Distinct roles
7
indexed titles
Tech stack
0
tools in use
Monthly traffic
—
organic / mo
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Decision-makers and verified team members
10 contacts with verified email or phone · masked until revealed.
- BS
Bhagyesh Shah
Co-founder · General Business & Management
EmailPhone - HK
Harshal Kothari
Co-founder · General Business & Management
EmailPhone
Showing 2 of 10 verified contacts
Top roles at Financial Clinik
7 distinct titles indexed · top 7 shown.
- 2co-founder
- 2head - branding & marketing
- 1assistant manager
- 1back office employee
- 1customer relations manager
- 1digital marketing executive
- 1manager
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