Certified Financial PlannerCM
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Who we are?

Financial Café is an independent financial advisory firm based in the National Capital Region of Delhi (NCR).

  • Financial Café has been founded by a CERTIFIED FINANCIAL PLANNERCM
  • Financial Café has got the team of professionals of CFP CM (Certified Financial Planner CM), CA’s (Chartered Accountant) and eminent experts from Indian Financial Market.
  • We have promised ourselves that we will provide unbiased, ethical and comprehensive investment advice and not just sell investment products.
  • We believe in advising individuals and families based on their risk appetite & need based approach, an approach that looks at you before looking at markets, products and economic scenario.
  • We will help you to choose the best available product in ‘Indian Financial Market’ depending upon your financial goals and risk appetite.

Our Values

We have promised ourselves that we will provide unbiased, ethical and comprehensive investment advice and not just sell investment products.

If you buy product from us, we will voluntarily disclose the commissions that we will be getting from the respective company.

We believe in advising individuals and families based on their risk appetite & need based approach, an approach that looks at you before looking at markets, products and economic scenario.

We believe in long term relationships based on trust, quality & professional services. You don’t have to worry about aggressive selling or misselling.


Why us?

  • All financial services and solutions under one roof!
  • Unbiased professionals & strong presence in key domains.
  • Transparency (We will voluntarily disclose the commissions that we will be getting from the respective companies).
  • Quality services based upon your needs and financial goals.

We look forward to serve you & managing your Wealth in a proficient manner!!


Privacy Statement

We don’t share any information of our clients with any one, unless and until enforceable by law.

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Testimonials

I have had never invested money in equity. However, I have been advised to start investing money in equities by Mutual Fund SIP. Now I know, how to take advantage from the equity as an asset class. Thanks for the great advice.

Rahul Saxena – MBA Marketing- IIM

“Thanks for the great service. I didn’t know anything about investing until I called Fcafe.You made it seem easy.”


Gaurav Mahtur- Head -IT

“I have been dealing with Financial Cafe for the last 3 years and I can vouch for professionalism and honesty in all their dealings. I have never had the need to look for another establishment for any of my financial requirements”

Dr. Rajeev Garg

“I used to lie awake nights worrying about how I was going to put two kids through MBA. Now I sleep like a baby. Thank you Financial Cafe”


Renu – Homemaker

I congratulate for good work and wish them best of luck for future.

Jasvinder Singh- Head- India & South-east Asia

Though my comfort in handling technicalities involved in financial domain has always been my forte in the past, Financial Café has helped me develop new insight about the financial planning. Indeed, Financial Café is perfectly suited for all individuals, who seriously believe in shaping the future.

Manoj Verma- Vice president- Sales

The simplicity & clarity in the approach adopted by financial café is remarkable. Their step-up approach is very pragmatic and easy to implement. I found portfolio rebalancing generating better returns as you put more money in equity when share market are lower level and withdraw money when markets are at their peak.

CA. Sachin Gupta

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