John Zachariah's Educational Journey

Building Expertise in Finance

At Finzen, we recognize the importance of a solid educational foundation in the realm of finance. John Zachariah, our lead financial consultant, possesses an impressive academic background that enhances his capability to provide exceptional financial advice and services. John earned a Bachelor's degree in Engineering with a specialization in EEE from a SREC, Coimbatore, Tamil Nadu, India. John Specialised in Finance industry for finding solution to his own financial wealth creation. Furthermore, John has pursued specialized certifications in MF Advisory, Income tax planning, financial analysis, and Investment strategies, which have equipped him with the expertise necessary to devise tailored financial solutions for our clients. His commitment to ongoing education exemplifies his dedication to staying updated with industry trends and regulatory changes, ensuring that clients receive informed and contemporary guidance.

AMFI Certified Mutual Fund Distributor (ARN-180148) Certified IncomeTax Practitioner | Financial Advisor | IRDA Advisor I RBI Approved Banking Consultant

Holistic Financial Advisor with a decade+of experience

John Zachariah: A Finance Authority

Expertise in Financial Consultancy

Here, we delve into John Zachariah's extensive work experience in finance and consultancy, emphasizing his skills and expertise gained over the years. With a robust background in financial planning, John has successfully guided numerous clients in optimizing their financial strategies, ensuring their goals are met with precision and dedication. His role as a financial consultant encompasses a variety of services, including investment advice, risk assessment, and custom-tailored financial plans that align with each client's unique circumstances. At Finzen, John’s profound understanding of income tax regulations positions him as an invaluable asset in helping individuals and businesses navigate complex tax scenarios. His approach is marked by a commitment to excellence and a personable touch, ensuring clients feel supported throughout the decision-making process. Over the years, John has built a reputation for integrity and professionalism, making him a trusted advisor in the financial community of not only in neighborhood but serving entire India and even helping clients all over the world.

Certifications that Elevate Your Financial Future

This section presents the various certifications that John holds, demonstrating his commitment to professional development within the financial sector. His extensive qualifications ensure that clients receive expert guidance in all financial matters, from strategic planning to compliance with tax regulations.

NISM Certified Financial Goal Planner (CFGP)

As a Certified Financial Goal Planner, John has acquired the expertise to create comprehensive financial plans that address the unique needs of each client. This certification reflects rigorous training in investment strategies, retirement planning, and risk management.

SEBI AMFI Registered MFD Advisor

Holding the MFD License(ARN-180148) John specializes in holistic financial advice. This certification and license showcases his dedication to a broad spectrum of financial planning practices, ensuring that clients receive well-rounded, informed recommendations.

Govt Certified Income Tax Practitioner

John's status as an Govt Certified Income Tax Practitioner. This certification highlights his deep understanding of tax laws and compliance, empowering him to provide specialized tax assistance and guidance. Specialised in ITR-1, ITR-2, ITR-3 and ITR-4 covering various clients from Salaried, Business, Central & State Govt. Employees,Retired Pensioners, and NRls residing abroad

IRDA Certified Insurance Agent

As an IRDA certified Advisor, John is qualified to provide tailored investment advice and portfolio management services. John provides Life Insurance Policies, General insurance Policies including Motor, Health and other General Insurance. For any of your Term insurance and Life insurance policies would be served and guided based on Individual needs and goals.

SEBI Registered MF Advisor (ARN-180148) , Govt Certified Income Tax Practioner , NISM Certified Financial Goal Planner