Scale Your Practice.
Not Your Overhead.
We provide specialized Paraplanning, Admin, and Bookkeeping support to advisors in the US, UK, Canada, Australia, and New Zealand using your existing software stack.
Experts in your software stack
World-Class Standards.
Global Efficiency.
Riafin Global is a specialized Offshore and Outsourced Services Provider backed by RiaFin™, India's premier marketplace for financial advisors and planners.
Founded by Chetan Mittal (Exec MBA, Melbourne Business School) and Dr. Reenu Mittal (PhD, Finance), we are not a generic call center. We are a team of qualified finance professionals who operate with the mindset of a wealth owner.
We bridge the gap between western practice standards and cost-effective Indian talent.
Leadership Team
Chetan Mittal
CEO & Founder
MBA (Melbourne Business School), MTech (RMIT)
Dr. Reenu Mittal
CFO & Co-founder
PhD Finance (UBS), MCom, BCom
"We operate with the mindset of an investor."
The "Full-Stack" Practice Support
Your time is worth $300/hr+. Stop spending it on paperwork.
Delegate the engine room to us while you drive client relationships.
Paraplanning & Data Entry
We build the plans inside your software (eMoney, Xplan, RightCapital). You just review and present.
- ✓ Data Entry from Statements
- ✓ Scenario Modeling & Cashflow
- ✓ Full Plan Generation
CRM & Admin Support
Seamless client onboarding and workflow management in Redtail, Wealthbox, or Salesforce.
- ✓ Meeting Prep & Post-Work
- ✓ Forms & DocuSign Management
- ✓ Database Cleaning & Tagging
RIA Bookkeeping
QuickBooks ProAdvisors who understand the difference between AUM Fees and Planning Revenue.
- ✓ Fee Revenue Reconciliation
- ✓ Expense Categorization
- ✓ Monthly P&L for Compliance
Investment Analytics
Turn raw data into client-ready portfolio comparisons using Morningstar or YCharts.
- ✓ Portfolio Reviews & Comparisons
- ✓ Investment Proposals
- ✓ Quarterly Market Commentary
Security First. Service Second.
We understand data sovereignty (GDPR, APP, SEC Reg S-P). We are not just freelancers; we are a compliance firewall.
Zero Data Download Policy
Our staff works strictly inside your cloud environment. No files touch our local drives.
Guest User Access
You create a limited user account for us. You control the permissions. You can revoke access instantly.
Calculate Your ROI
Potential Annual Savings
$*
*Based on typical billable rate of $150/hr
Simple, Transparent Pricing
No lock-in contracts. Scale up or down as your practice needs.
Project Based
For ad-hoc support
- ✓ Paraplanning Support
- ✓ Data Entry & Cleanup
- ✓ No Monthly Commitment
Retainer
For growing practices
- ✓ Dedicated Assistant
- ✓ Up to 20 Hours/Week
- ✓ Daily CRM Management
- ✓ Priority Turnaround
Full Practice
Complete back-office
- ✓ Full Bookkeeping
- ✓ Full Paraplanning Team
- ✓ Investment Analytics
Let's Discuss Your Needs
Fill out the form below. We'll send you a tailored proposal within 24 hours.