Our Story

About Our Company and Our People

We are a leading company that empowers individuals to achieve their dreams through innovative solutions and exceptional services.

With over 20 years of experience in handling investments, Finai1 is a dedicated team of Mutual Fund Distributors (MFDs) and tech enthusiasts committed to bridging the gap between technology and investment strategies. Our expertise and innovative approach empower investors to navigate the complexities of the financial market with ease and confidence.

Our company is built on the foundation of empowering individuals and helping them unlock their full potential. We understand that each person is unique and has their dreams and aspirations. That's why we offer personalized solutions and support tailored to each individual's needs and goals. Our dedicated team of experts is always ready to go the extra mile to ensure the success and satisfaction of our clients.

With years of experience in the industry, our company has established a strong reputation for excellence and reliability. We have a proven track record of delivering outstanding results and have helped countless individuals achieve their dreams. Our commitment to continuous learning and innovation ensures that we stay ahead of the curve and provide the best solutions for our clients. Choose our company and let us be your partner in success.

Innovation-driven Solutions

Our innovative solutions are designed to address the unique needs of our clients and drive success.

Personalized Approach

We take a personalized approach to ensure that every individual receives tailored support and guidance.

Superior Customer Service

Our team is dedicated to providing superior customer service and ensuring complete satisfaction.

Our Inspiring Journey

Discover our story and commitment to excellence in just a few lines.

OUR MISSION

We are on a mission to smoothen customer handling for MFD with new-age technologies.

gdde99738e3afbb11131595307cf41f1ff41438eec6a98c5114536f91770211b14ad1db25bdef78b07433f6c85ce2195b3ad74233749bbbe8de1e78294802006b_1280-2372177.jpg

OUR VISION

To be the leading innovator in financial technology, providing seamless solutions that simplify and optimize the investment process for everyone.

Meet Our Talented Team

Our passionate and dedicated team brings together a diverse range of skills and expertise to deliver exceptional results. From creative visionaries to meticulous strategists, we work seamlessly together to meet and exceed our client's expectations.

Anjan Roy

Founder & CEO

Anjan holds a Master’s degree in Computer Applications and has worked in DELL & NTT DATA for more than 20 years. Total experience in IT Services Sector is more than 22 years, including substantial international experience. His IT experience is in Application Design & Development and Project Management. In addition, he has also been an active equity trader and investor for more than 5 years. Anjan’s passion towards the use of technology to simplify trading and investing is the key driving force behind the idea of Trade Tez.

WhatsApp Image 2024-07-10 at 10.34.42 PM

Nirmesh Kumar

Co-Founder & CIO

Nirmesh holds a Master’s in Computer Science and has worked with HCL Technologies for 16 years. Total experience in the IT Engineering Services Sector is for more than 20 years. He has extensive global experience, inclusive of US, Europe and Singapore. He worked for managing Data Centers in US and Europe for large Global Customers. He also has extensive experience as Infrastructure Architect in designing mission critical IT Solutions. His last few years in HCL were in Presales. He is certified HPC, IBM Cloud, RedHat Linux , NSX-T from Vmware.

Vipul Khandelwal

Co-Founder & CFO

Vipul is a CA, CS and CFP and has got more than 15 years of experience in the finance domain. He has worked in various multinationals such as Vedanta, Essar and Lava. He started his own venture in Wealth management domain in 2018. He is conducting regular sessions for Mutual Fund Distributors across India through ICICI Mutual fund initiative.

★★★★★

Exceptional service! This company goes above and beyond to meet their customers needs. I couldn't be happier with the results.

Apoorv Srivastava