John Zachariah's Journey with Finzen

John Zachariah began his journey by helping friends and family file their Income Tax returns. Despite the challenges, his dedication and expertise led to more people seeking his advice on various investment options, including Insurance Tax Saver Funds (ELSS), Home Loans, NPS, and other avenues. Recognizing the need for professional guidance, John pursued licensing as a Mutual Fund Distributor (MFD) and IRDA advisor.

Today, John handles a diverse clientele, including Ultra High Net Worth Individuals (UHNIs), High Net Worth Individuals (HNIs), and Retail Investors. He treats everyone with equal importance, embodying his belief in an egalitarian society. True to his principles, Finzen limits its services to clients with a net worth of up to 5 Crore INR, ensuring personalized and focused wealth management.

Initially, Finzen started with just a few thousand rupees in Systematic Investment Plans (SIPs). Today, it has grown multifold, managing assets worth over 6 Crore INR and handling monthly SIPs totaling 6 Lakhs INR. This remarkable growth reflects the trust and confidence clients have in Finzen's expertise and dedication.

Last year, 2024, marked the 12th year of John's journey, and he is proud to serve over 500 clients. Through his guidance, clients have saved more than INR 41.10 Lakhs.

Inspiring Story: A Journey of Growth

One fine morning, a humble electrician from John's hamlet came seeking financial guidance. With limited resources but a strong desire to secure his future, he turned to John for advice. Recognizing the electrician's determination, John provided him with a tailored investment plan centered around Mutual Funds.

Under John's mentorship, the electrician began investing wisely, adhering to a disciplined approach. Over time, his investments grew by more than 50% in absolute terms, achieving an impressive 16% XIRR rate growth. This remarkable transformation highlights the power of informed financial decisions and the positive impact John has on those who seek his guidance.

How a Single Mother's Resilience Secures Her Children's Future Education

In the wake of the COVID-19 pandemic, one single mother faced the unimaginable loss of her husband, leaving her to care for two young children, one of whom was barely a year old. With no insurance and the constant struggle to make ends meet, her husband had always been their rock, providing moral support and love. After his untimely demise, this resilient mother vowed to create a brighter future for her children.

Determined to secure her children's higher education, she sought guidance from John Zachariah. Despite her limited financial resources, she managed to save ₹500 per month for each child. Understanding the gravity of her situation, John provided her with a tailored investment plan through Mutual Fund Systematic Investment Plans (SIPs). This wise investment decision brought her profound happiness and hope, knowing she was taking concrete steps towards her children's future.

Under John's mentorship, this single mother embarked on a steady financial and investment journey. Her children's education is currently supported with minimal funds, but her determination and perseverance are paving the way for a secure future. Over the next 15-18 years, she is optimistic about securing their higher education, thanks to her resilience and John's expert guidance.

This inspiring story showcases the power of resilience, determination, and the positive impact of informed financial decisions. It is a testament to the unwavering strength of single mothers and the difference that compassionate financial advisors like John can make in their lives.

Reach us

If you want to secure a bright future for your loved ones, take the first step today. Contact John Zachariah at Finzen for personalized financial advice and start your journey towards holistic wealth creation. Invest in Mutual Fund SIPs and pave the way for a prosperous future. 

We will schedule an appointment to understand your needs and NO commitment session to know more avenues to secure your family future and children education or retirement plans.