The problem we saw
The referral trap
Finding a good CA or financial advisor in India still relies almost entirely on 'do you know someone?' Most people end up with whoever their colleague recommends — not the best person for their situation.
The WhatsApp problem
Sensitive financial documents — ITRs, Form 16, investment statements — shared over WhatsApp or email. No audit trail. No security. No way to know who else has seen them.
The fragmentation problem
Your CA is on email. Your RIA is on phone. Your RA sends updates on Telegram. Your CFP sends PDFs. There's no single place where your financial life comes together.
What we're building
“Finamize is India's first platform where every type of licensed financial professional — CAs, RIAs, Research Analysts, and CFPs — exists in one place, verified, discoverable, and ready to work.”
What we stand for
Verification over claims
Anyone can say they're a CA. We check ICAI numbers. Anyone can call themselves an advisor. We check SEBI registrations. No verified license, no profile.
Zero commission, always
We never take a cut of what professionals earn from clients. Finamize earns from SaaS subscriptions — not by skimming your advisor's fee. What you pay your CA stays with your CA.
Compliance first
We're built under India's SEBI regulations and DPDP Act. Our AI never gives investment advice. Every professional shows their registration number. Compliance isn't a checkbox — it's the foundation.
Professionals deserve better tools
CAs managing 200 clients on spreadsheets. RIAs tracking portfolios on email. We built Finamize as much for professionals as for clients — because better tools mean better service.
A note from the founder
“I built Finamize because I spent years watching smart, hardworking financial professionals struggle with fragmented tools, and clients struggle to find trusted advisors. The talent exists. The trust exists. What was missing was the infrastructure to bring them together.
Finamize is that infrastructure. We're starting with India's four most important financial professional types — and we're just getting started.”
What's coming
We're launching with CAs, RIAs, RAs, and CFPs. Here's what's on the horizon.
Be part of it.
Whether you're a professional looking for better tools, or a client looking for better advisors — Finamize is for you.