Anirudh Srinivasan & Lakshmi Kanthan (LK)
The founders, Lakshmi Kanthan (LK) and Anirudh Srinivasan hads own the seeds of Fin & Me through a blog that aimed to demystify financial jargon and educate readers about money management. Recognizing the need for more comprehensive assistance to empower first time investors, they eventually established Fin & Me Wealth Partners.
Registered with the Ministry of Corporate Affairs, Fin & Me guides individuals from the basics, helping them evaluate their finances and track budgets with user-friendly tools. The firm simplifies equity investing, compounding, goal based planning, and asset allocation with engaging financial literacy sessions. “We don't just see you as clients but become your wealth partners. We provide financial expertise while you contribute the personal aspect of the personal finance equation by deciding how your money should work for you. Together, we create a harmonious balance that enables effective financial management tailored to your needs and goals”, explains Anirudh.
We believe by empowering individuals to be financially independent, we are contributing towards an Atmanirbhar Bharat
Several case studies demonstrate the effectiveness of Fin & Me's solutions. In one instance, Fin & Me guided a client struggling with credit card debt and limited funds on expense tracking, budgeting, and debt management. Once debt-free, Fin & Me began the client’s investment journey with safer funds to build an emergency corpus before gradually allocating funds to equity and debt mutual funds. In another instance, an NRI client with a stable rental income sought to invest in equities to maximize wealth and fund retirement in India. Fin & Me recommended a small, focused portfolio of funds for above average returns, which turned fruitful.
Lakshmi Kanthan(LK), Co-Founder
Fin & Me conducts all activities online, from virtual client discussions to online account opening and SIP initiation. Leveraging Aadhar and Digi Locker based tele verification, along with live photo and location recording, the firm prioritizes convenience, security, and ease of access for clients.
Fin & Me meets all regulatory requirements such as having an active NISM V-A certification, AMFI registration number (ARN), and NSE membership. The firm also envisions expanding its NRI client base while continuously exploring innovative yet straightforward and safe financial products to meet domestic clients' aspirations. “We believe by empowering individuals to be financially independent, we are contributing towards an Atmanirbhar Bharat”, concludes LK.