The Financialist

All Your Financial Needs, Under One Roof

SEBI-registered RIA with No. INA000018036 (Finfam Investment Advisors Private Limited)

[Priyank Shah @shahpriyank25]

This review genuinely means a lot to the Priyank and @VatsalMajithia ideating the concept of The Financialist in early 2020.

We built The Financialist to do one thing well: bring everything in your financial life under one roof, conflict-free, advice-first, and never driven by sales or commissions.

When a client says our work reduced their mental load and future anxiety by handling everything end-to-end, it’s a reminder that we’re doing what we set out to do.

Grateful for the trust, and proud the team for showing up with integrity every day. 🙏

If you’re looking for a conflict-free, advice-first partner to manage your finances end-to-end, you can book a call here: Link in the first comment

[The Financialist @FinancialistHQ]

Knowing the history behind their everyday surroundings made guests resonate even more with the city, and in turn with the special community they had discovered at Bombay Mixer.

[The Financialist @FinancialistHQ]

We hosted top founders, creators and product minds for Bombay Mixer, with a theme that brought out a piece of the city's history even most locals don't know about.

Here’s what went down, and why it might make you see #Bombay a little differently👇

[The Financialist @FinancialistHQ]

This led to the construction of numerous buildings featuring geometric designs and streamlined forms, particularly in the areas of South Bombay.

Mumbai actually has the 2nd most number of buildings in art deco style in the world, something even most local Mumbaikars don't know.

[The Financialist @FinancialistHQ]

The city’s most compelling conversations, in one room.

#BombayMixer

[The Financialist @FinancialistHQ]

You'll know if it's for you🔶

[Priyank Shah @shahpriyank25]

I've always believed the best connections aren't made in crowded conference halls or in meeting rooms. They happen when interesting individuals engage with each other in a lively environment. This same belief made us revamp Bombay Mixer, for its most exciting edition yet.

This time we've distilled it even further: an evening at Soho House Mumbai on the 30th August to link-up with Mumbai's most interesting founders, CXOs, and content creators. Just real conversation, memorable connections, and a special theme 👀

Curious about what’s in store? Link to register in the comments!

[The Financialist @FinancialistHQ]

(6/6)

Google I/O 2025 wasn’t about far-off future tech.
It showcased real AI tools and developments you can use today, across sales, ops, support, and planning.
The main question now: how fast will businesses adapt?

[The Financialist @FinancialistHQ]

What Google revealed at their I/O 2025 event:

From AI that speaks your language to glasses that project dashboards, here’s a summary of all the top updates.

(1/6)

[The Financialist @FinancialistHQ]

(5/6) Android XR Smart Glasses

These glasses seem like they're right out of an Iron Man movie. They overlay data in your real field of vision with live dashboards, alerts, and prompts. On top of that, they are designed to look like regular glasses, but act as your AI copilots.

[The Financialist @FinancialistHQ]

Need an expert to have a look at your finances?
Just DM us or click the link below to book a consultation:
https://t.co/2QVkHlR8v1

[The Financialist @FinancialistHQ]

Are you sure the hospital near your home is covered by your insurance?
Here’s a quick explainer on network hospitals, and why they matter. 🧵

[The Financialist @FinancialistHQ]

Many assume any big hospital will be covered, but some premium hospitals opt out of insurance networks. If you rely on a specific hospital or have elderly parents, it’s worth a look.