Celebrating 15 Years of Trust: Beginning the 16th Year with Gratitude, Learning & Inspiration

Some milestones are measured in years; the most meaningful ones are measured in relationships. On 6 July 2026, Fintellect Intelligent Financial Services proudly celebrated its 16th Foundation Day, marking the successful completion of 15 years of an incredible journey built on trust, integrity, and an unwavering commitment to advancing financial planning. The celebrations were held across all our locations—Mirzapur, Renukoot, Prayagraj, Kolkata, Faridabad, and Haridwar. The day witnessed the visits of investors, AMC professionals, industry associates, friends, and The Fintellect family members at our offices to commemorate this special occasion. The celebrations were further enriched by the virtual presence of well-wishers from different locations, who joined throughout the day to extend their greetings. Every visit, every interaction, and every message of encouragement served as a reminder that the greatest achievement of the past fifteen years has been the trust and confidence of those who have been a part of this journey. As the celebrations continued, we hosted an insightful virtual Expert Talk on 'Importance of Financial Planning in the Age of AI & Global Disruption.' We were privileged to have Mr. Anshul Srivastava, CFP®, Head – Standards & Examinations, FPSB India, as the expert speaker, with Mr. Shiv Raj Singh, CFP®, Designated Partner & Principal Officer, Fintellect Intelligent Financial Services, as the moderator. The session witnessed enthusiastic participation from CFP® professionals, wealth managers, financial advisors, academicians, finance students, and other financial services professionals. The engaging discussion was followed by an interactive question-and-answer session, where participants exchanged ideas, sought practical insights, and explored the evolving role of financial planning in an AI-driven world. The thoughtful interaction reflected the shared commitment of the financial planning community to continuous learning and professional excellence. The celebrations concluded on a joyful note with cake-cutting ceremonies held simultaneously across all our locations, bringing together team members and their families through a virtual connection to mark this memorable milestone as one family, despite the geographical distances. As India's First Authorized Financial Planning Firm recognized by FPSB India, we remain committed to strengthening the profession through knowledge, ethical practices, and meaningful investor relationships. The organization expresses its sincere gratitude to everyone who visited the offices, joined the celebrations virtually, extended their greetings, and contributed to this remarkable fifteen-year journey. Their trust has been the foundation of every milestone achieved, and their continued support serves as an enduring source of inspiration as The Fintellect steps into its sixteenth year with renewed purpose and an even greater sense of responsibility. The Fintellect reaffirms its commitment to being, in the truest sense, Your Financial Intellect.