About Us

About Us

Company Profile

Welcome to Fintech Wealth IMF LLP where we provide expert financial advice and guidance to our clients to help them achieve their financial goals. We are a team of qualified and seasoned financial advisors with a track record of delivering innovative and customized wealth management solutions to our clients.

Our mission is to serve the society by helping individuals, households and businesses make informed financial decisions to meet their wealth-goals in life. We strongly believe in universal access to professional financial advice and guidance, regardless of their level of income.

At Fintech Wealth, we understand the unique challenges and opportunities that come with managing your finances. Our team is there to help you navigate the complex world of finance and make informed decisions that help you achieve your life-goals.

Our services include investment planning, retirement planning, tax planning, estate planning, etc. We take the time to get to know each of our clients, understand their goals, and assess their financial situations, so we can provide tailormade recommendations that are right for them.

We are proud of the reputation we have built as trusted advisors in the financial community, and we are committed to maintaining the highest standards of professionalism and ethics. We are dedicated to helping our clients achieve financial success with complete peace of mind.

Thank you for considering Fintech Wealth IMF LLP for your financial advisory needs. We look forward to helping you reach your financial goals.

VIVEK BHATNAGAR

Vivek Bhatnagar, Managing Partner at Fintech Wealth IMF LLP, is a seasoned professional with over 22 years of experience in the financial industry. With an MBA in Marketing, Vivek has honed his expertise in several key areas, including Strategic Portfolio Management, Sales & Marketing, Operations, and Compliance.

Throughout his career, Vivek has gained extensive experience working with top Asset Management Companies (AMC), where he has demonstrated his ability to drive sales and marketing efforts, manage operations, and ensure compliance with industry regulations. His keen eye for detail and deep understanding of the financial sector have enabled him to create and execute effective strategies that have consistently delivered outstanding results.

With his extensive experience and proven track record, Vivek is well-equipped to help clients achieve their financial goals. He is known for his ability to analyze market trends and develop customized investment plans that are tailored to meet each client's unique needs and objectives. Whether you are looking to grow your wealth, prepare for retirement, or simply manage your finances more effectively, Vivek can help you achieve your goals.

At Fintech Wealth, Vivek leads a team of experienced professionals who provide their clients with the highest level of service and support. With his passion for finance and commitment to excellence, he is dedicated to helping clients reach their full financial potential.

If you are looking for a trusted financial advisor with a deep understanding of the financial industry, look no further than Vivek Bhatnagar. Contact Fintech Wealth today to schedule a consultation and start building a brighter financial future.

PUSHPRAJ SHRIVASTAVA

Pushpraj Shrivastava, Managing Partner at Fintech Wealth IMF LLP , is a well-known speaker and trainer in the eastern part of India. With over 19 years of experience in the financial market and Learning & Development (L&D) vertical, Pushpraj has conducted over 40 sessions on various topics related to the financial market, investor behaviour, and focus management.

Pushpraj's expertise in financial market training has made him a much sought-after speaker, and he has delivered sessions for a wide range of clients, including ICICI Pru AMC, ABSL AMC, SBIMF, BlueChip Investment, and reputed business schools. His training sessions have also been conducted for various government institutions and corporations, such as CISF, CRPF, ITBP, State Police, L&T, BSNL, JK Lakshmi Cement, AAI, Tata Group, AIR, NDRF, and more.

Pushpraj is known for his expertise in managing investor behaviour in the financial market, smart money management, capacity building, and the art of public speaking. He also provides soft skill training and brand building services to help clients improve their communication and leadership skills.

In addition to his training and speaking engagements, Pushpraj is regularly featured in print media and is a visiting faculty at reputed business schools. With his extensive experience and dedication to helping clients reach their full financial potential, Pushpraj is the ideal choice for anyone looking to improve their understanding of the financial market and build a brighter financial future.

Our Vision

To build Fintech Wealth as a trusted brand in the Financial Services.

Our Mission

To provide a wide range of products and services in the field of Financial Services.