FAQs
Niyati Thaker: Graduated with BBA Honours from Kingston University, London. Cleared all three levels of the Chartered Financial Analyst (CFA) program from the CFA Institute, USA.
Sayali Rai: Graduated from New York University, Stern School of Business with a Bachelor’s degree in Finance and Marketing. Holds an MBA in Finance with honours from Babson College.
Both have passed the NISM Series V-A: Mutual Fund Distributors Certification Examination, which allows them to facilitate mutual fund investments and provide related advisory services in India.
Yes, we offer personalized one-on-one consulting services. For more information, please contact us at [email protected].
Yes, we collaborate on various types of content, including short-form content, long-form content, podcasts, and text content. For further details, please reach out to us at [email protected]
At FinCocktail, our mission is to promote financial literacy for everyone, regardless of age, race, or gender. As founders Sayali and Niyati believe, there are no limits to learning. We provide free content on personal finance management under our popular “infotainment” section through Instagram and Facebook, and we have gained significant popularity recently.
Yes, we offer services in multiple languages. We create content in English, Hindi, and Marathi. Our partners are fluent in English, Hindi, Marathi, and Gujarati, ensuring effective communication in any of these languages.
We offer one-on-one consultations on mutual funds distribution services, to help you get started on your mutual fund investment journey. We also conduct seminars, and have developed courses and webinars on personal finance, with more in the works to provide valuable insights in an easy-to-understand format.
Beyond education, we collaborate with brands to create compelling financial content—whether it’s breaking down complex financial concepts, crafting engaging social media content, or developing insightful articles and videos. Our expertise helps brands connect with their audience by making finance relatable, informative, and accessible.
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Risk Factors – Investments in Mutual Funds are subject to Market Risks. Read all scheme related documents carefully before investing. Mutual Fund Schemes do not assure or guarantee any returns. Past performances of any Mutual Fund Scheme may or may not be sustained in future. There is no guarantee that the investment objective of any suggested scheme shall be achieved. All existing and prospective investors are advised to check and evaluate the Exit loads and other cost structure (TER) applicable at the time of making the investment before finalizing on any investment decision for Mutual Funds schemes. We deal in Regular Plans only for Mutual Fund Schemes and earn a Trailing Commission on client investments. Disclosure For Commission earnings is made to clients at the time of investments. Option of Direct Plan for every Mutual Fund Scheme is available to investors offering advantage of lower expense ratio. We are not entitled to earn any commission on Direct plans. Hence we do not deal in Direct Plans.
AMFI Registered Mutual Fund Distributor | ARN- 259379 | Date of Initial Registration: 15-DEC-2022 | Current Validity: 21-APR-2027