🌟 About Finance Brunch
Finance Brunch is a trusted and registered financial advisory firm, dedicated to empowering clients across India, the USA, the UK, and Canada with strategic wealth management solutions. Founded by Saikarun, a finance MBA with 7+ years of market expertise, we specialize in comprehensive financial planning, tax optimization, and investment strategies designed to secure long-term financial success. 💼📈
Our team comprises highly qualified Chartered Accountants (CAs) and Certified Financial Planners (CFPs), ensuring that every client receives expert, in-depth financial guidance. From mutual fund portfolio optimization to retirement planning, health & term insurance solutions, and stock market strategies, we provide data-driven, precision-focused solutions to help our clients achieve their financial goals. 🎯📊
As pioneers in FIRE (Financial Independence, Retire Early) calculations, we have helped individuals and families build their retirement corpus and achieve financial freedom with strategic wealth accumulation plans. 🔥💰
Global Expertise & Expanding Services
With 120+ satisfied clients worldwide—and counting, Finance Brunch has a proven track record of resolving complex financial challenges. Our expert CAs specialize in IRS compliance, providing seamless tax filing and financial planning for US-based clients. Additionally, we have successfully assisted numerous international students in the USA, helping them secure better tax quotations and financial structuring. 🌍📝
Recognizing the growing need for holistic financial and legal solutions, we are also set to launch our dedicated legal services for US-based clients, further expanding our commitment to comprehensive financial well-being. ⚖️📑
At Finance Brunch, we don’t just manage finances—we provide tailored strategies, expert guidance, and long-term financial security. With a licensed and highly experienced team, we are here to help you navigate wealth creation with confidence and precision. 🚀💡
🌟 Why Choose Us?
- ✅ Global Client Base
- ✅ Certified Professionals
- ✅ Data-Driven Strategies
- ✅ 100% Transparent Process
- ✅ Tailored Financial Solutions
- ✅ IRS Compliance Expertise
- ✅ FIRE Strategy Specialists
- ✅ Licensed & Empaneled Advisors
📊 Our Professional Services
Investment Planning
Stock Market & Mutual Fund Portfolio Management
Insurance Solutions
Term & Health Insurance Optimization
Mutual Funds
Expert Mutual Fund Portfolio Management
FIRE Strategy
Early Retirement Corpus Planning
Wealth Management
Personalized Financial Roadmaps
Income Tax Filing
For both Individuals and Businesses
📞 Connect With Us
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💬 Client Success Stories
"Finance Brunch's FIRE strategy helped me plan my early retirement at 45. Their data-driven approach gave me complete confidence in my financial future." - Rohan, Mumbai 🇮🇳
"The insurance portfolio optimization saved me 40% on premiums while improving coverage. Truly professional service!" - Sarah, New York 🇺🇸
"Finance Brunch helped me structure my investments for maximum returns. Their expertise in mutual funds is unmatched." - Priya, Delhi 🇮🇳
"I was struggling with tax planning, but Finance Brunch provided a seamless solution. Highly recommended!" - Rajesh, Bangalore 🇮🇳
"Their retirement planning strategies are top-notch. I feel secure about my future." - Emily, London 🇬🇧
Disclaimer: We are NISM-certified mutual fund advisors; however, we are not registered with SEBI. Additionally, we are empaneled and licensed under IRDAI, ensuring compliance with industry regulations while offering expert financial guidance.