The Financialist is your digital family office that takes care of all your personal finances. The Financialist is at the intersection of hyper-personalised human advisory coupled with a platform-driven approach for transacting financial products. With the help of the app, an individual can get free qualitative advisory for insurance, taxes, investments, and other financial products by connecting with one of the advisors from the team at The Financialist. Alongside, the free calls, one can schedule a free discovery call for comprehensive family office services and then decide whether they want to opt for The Financialist’s offering after its comprehensive experience.
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