India's first platform connecting you with SEBI-verified CAs, RIAs, Research Analysts, and CFPs — for tax filing, investments, and financial planning.
Verified Against
SEBI · ICAI · FPSB India Registries
Every professional on Finamize has their SEBI registration, ICAI membership number, or FPSB India identifier verified against registry data at signup. Registration numbers and validity periods are checked before they can list services — so you always know you're working with a legitimate, registered professional.
Our Commitments
BUILT FOR COMPLIANCE & TRUST
DPDP Act 2023
Data processed under India's Digital Personal Data Protection Act.
SEBI Compliant
AI provides insights only, never investment advice. Advice comes from licensed professionals.
Bank-Level Security
Row-Level Security, MFA, and data encrypted at rest and in transit.
0% Commission
Financial professionals keep 100% of their fees. Finamize earns only through transparent subscriptions.
Transparent Pricing
No hidden charges. All prices shown upfront — for professionals and clients alike.
WHAT FINAMIZE DOES FOR YOU
Tax Filing & Compliance
Connect with verified CAs who handle your ITR, GST, and compliance end-to-end.
Investment Advisory
SEBI-registered advisors build and manage your portfolio with personalized strategies.
Stock Recommendations
Subscribe to curated stock baskets from verified Research Analysts.
Financial Planning
Certified planners create comprehensive plans for retirement, education, and wealth goals.
AI-Powered Insights
Smart spending analysis, savings patterns, and budget alerts (not financial advice).
Document Vault
Bank-grade encrypted storage for all your financial documents in one place.
Getting Started
HOW IT WORKS
Sign Up
Create your free account in 60 seconds.
Find Your Professional
Browse verified CAs, RIAs, RAs, and CFPs on our marketplace.
Get Expert Guidance
Your professional manages your finances with powerful digital tools.
Track Everything
Monitor your financial journey from a single dashboard.
BUSINESS FUNDING AT
RATES YOU WON'T BELIEVE
Unsecured business loans from ₹5 Crore at 5–7% p.a. — partnered with institutional lenders.
Learn MoreFor Financial Professionals
BUILT FOR INDIA'S FINANCIAL PROFESSIONALS
The most powerful practice management platform for CAs, RIAs, RAs, and CFPs.
Chartered Accountant
Tax filing, GST, accounting workbench, client management
Investment Advisor
Portfolio management, financial planning, risk profiling
Research Analyst
Stock baskets, subscriber management, compliance automation
Financial Planner
Comprehensive plans, retirement projections, insurance analysis
Real-Time
SEBI · ICAI · FPSB
18+
Free financial tools
4
CA · RIA · RA · CFP
What We Build For
Tax Filing & Compliance
Bulk ITR filing, GST automation, and AI-powered tax insights for chartered accountants.
Portfolio & Wealth Management
Client portfolios, risk profiling, and rebalancing queues for investment advisors.
Research & Stock Baskets
Basket marketplace, subscriber analytics, and F&O strategies for research analysts.
Built for compliance with
START YOUR FINANCIAL
JOURNEY TODAY
Whether you need expert financial help or you are a professional ready to grow your practice — Finamize is built for you.