Welcome to Finshield Investment Advisors
We have over 15 years of experience as financial advisors. We've worked at brokerage firms and private banks in wealth management, but ultimately transitioned to Fee-Only as we felt that was a better approach.
We provide Professional Financial Planning, Investment Advisory and Wealth Management services to individuals and families. We are based in Bangalore, India, but serve clients all across the nation and many NRIs from around the world. Our endeavour is to help you with a comprehensive financial solution. Your needs, requirements and interest define our financial advice.
Our aim is to serve you and no one else!
Want to know whether we are the right fit for you.
Book your appointment for a 15min free consultation.
Client Focused
It is easy for advisors to say they are "client focused". We back our claim with actions. Besides being Fee-Only, embracing fiduciary responsibility, and generally less expensive, there are two other ways we are client focused.
- We do not outsource any part of our service offerings to a third party. Your advisor will work with you A-Z.
- Our top priority is our ongoing clients. We limit the overall number of clients we work with and only take on new clients when we have capacity. We think that just makes sense.
Core Values
Entrusted by expertise
Rajiv Nair is a Certified Financial Planner (CFP) and is on a mission to enable financial independence.
Read about our Principal Advisor here.
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End-to-end solution to simplify your financial life
“Fee-Only” means we do not accept commissions, referral fees, company kickbacks, or other incentives for the advice we provide. 100% of our compensation comes from our clients in a direct and fully-disclosed manner.
We accept fiduciary responsibility by acting in the best interest of our clients, and putting those interests ahead of our own. Although you may assume all advisors do this, many brokers/advisors will not hold themselves out as a fiduciary.
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