Upcoming Events

Financial Literacy Workshop

June 25, 2024 | 10:00 AM - 12:00 PM

Guwahati Office

Retirement Planning Seminar

July 15, 2024 | 2:00 PM - 4:00 PM

Virtual Event

Empowering North-East India with 25+ Years of Trusted Financial Guidance

Serving 5000+ clients across Assam, Arunachal Pradesh, Nagaland and Meghalaya with comprehensive financial solutions.

Retirement Planning

Secure your golden years with our comprehensive retirement planning services that adapt to your changing needs.

Investment Solutions

Diversify your portfolio with our expert investment advice and access to exclusive opportunities.

Tax Optimization

Minimize your tax liabilities and maximize your returns with our strategic tax planning services.

Estate Planning

Ensure your legacy is protected and distributed according to your wishes with our comprehensive estate planning.

Message From Our Founder

"At ZFinance Yatra, we believe that financial planning is not just about numbers—it's about dreams, security, and peace of mind. With 25+ years of experience serving 5000+ clients across Assam, Arunachal Pradesh, Nagaland and Meghalaya, we're here to guide you every step of the way on your financial journey."

We specialize in comprehensive financial solutions including: • Life Insurance - Tailored plans to secure your family's future • Health Insurance - Comprehensive coverage for medical needs • Mutual Funds - Expert-guided investment strategies • Retirement Planning - Secure your golden years • Child Education Plans - Invest in your child's future • General Financial Advisory - Personalized wealth management Our deep understanding of the North-East's financial landscape and commitment to client education makes us the trusted choice for families across the region.

- Joyding Rai, Founder

Our Financial Products

Investment Portfolios

Customized investment solutions tailored to your risk tolerance and financial goals.

Diversified asset allocation
Regular performance reviews
Tax-efficient strategies

Retirement Plans

Comprehensive retirement planning to ensure financial security in your golden years.

401(k) & IRA management
Income planning
Healthcare cost projections

Estate Planning

Protect your legacy and ensure your assets are distributed according to your wishes.

Will & trust creation
Tax minimization strategies
Charitable giving solutions

Our Services

Wealth Management

Comprehensive 8

Holistic approach to managing your wealth, including investment management, financial planning, and risk management.

Personalized investment strategies
Regular portfolio rebalancing
Performance monitoring & reporting

Tax Planning

Strategic 6

Proactive strategies to minimize tax liabilities and maximize after-tax returns on your investments.

Tax-loss harvesting
Retirement account optimization
Charitable giving strategies

Risk Management

Protection 7

Comprehensive protection strategies to safeguard your assets and income against unforeseen events.

Insurance needs analysis
Liability protection
Emergency fund planning

Life & Health Insurance

Protection 6

Comprehensive insurance solutions to protect your health and secure your family's future.

Term & whole life insurance
Health insurance plans
Critical illness coverage

Mutual Funds

Investment 5

Expert guidance on mutual fund investments to grow your wealth systematically.

Equity & debt funds
SIP & lump sum options
Tax-saving ELSS funds

Child Education Plans

Future Planning 7

Secure your child's education future with customized savings and investment plans.

Education savings plans
Scholarship guidance
Foreign education planning

What Our Clients Say

"ZfinanceYatra transformed our financial future. Their retirement planning gave us confidence we could retire early without sacrificing our lifestyle."

Sarah Johnson

Retired Teacher

"The tax optimization strategies alone have saved me thousands each year. Their team is knowledgeable, responsive, and truly cares."

Kajal Subba

Software Engineer

"As a young professional, I didn't know where to start with investing. ZfinanceYatra created a clear roadmap tailored to my goals and risk tolerance."

Emily Rodriguez

Software Engineer

Our Events & Seminars

Financial Awareness Camp

Guwahati, Assam - Jan 2023

Client Appreciation Event

Itanagar, Arunachal Pradesh - Nov 2022

Advisor Training Program

Shillong, Meghalaya - Sep 2022

About Us

I have 25+ years of experience in the financial industry.

Our team of certified financial planners, investment advisors, and tax specialists work collaboratively to provide comprehensive wealth management solutions.

I have advised over 5000+ clients across the entire North-East of India, including Assam, Arunachal Pradesh, Nagaland, and Meghalaya.

25+ Years Experience

5000+ Happy Clients

Fiduciary Advisors

Award Winning