/Financial Planning

/Financial Planning

Goal Based

Financial Planning

Goal Based

Financial Planning

Whether it’s early retirement or buying a home, we help with a precise plan that gets you there.


Whether it’s early retirement or buying a home, we help with a precise plan that gets you there.


Life goals need a Financial Map

Life goals need a Financial Map

Life goals need a Financial Map

Most people save without a destination. We help you define your financial goals, then build a plan to reach them with timelines, investment strategy, and risk planning tailored to you.

Most people save without a destination. We help you define your financial goals, then build a plan to reach them with timelines, investment strategy, and risk planning tailored to you.

Most people save without a destination. We help you define your financial goals, then build a plan to reach them with timelines, investment strategy, and risk planning tailored to you.

Common Goals We Work With

Common Goals We Work With

Buying A Home

01

01

Early Retirement

Early Retirement

02

02

Child Education

Child Education

03

Home Purchase

03

Home Purchase

Buying A Home

03

Retirement Planning

Retirement Planning

Buying A Home

04

04

Marriage planning

Marriage planning

05

05

Building an Emergency Fund

Building an Emergency Fund

06

06

Vacation planning

Vacation planning

Retirement Planning

Retirement Planning

Retirement Planning

Our 4-Step Approach to Personalized Planning

Our 4-Step Approach to Personalized Planning

01

01

Understanding goals, finances and risk

Understanding goals, finances and risk

Risk

Risk

Returns

Returns

Goals

Goals

02

Break them into achievable milestones and numbers

Break them into achievable milestones and numbers

02

Financial Goals

Financial Goals

Travel

Travel

Home Loans

Home Loans

03

Build a tailored investment and savings plan

Build a tailored investment and savings plan

03

Investments Plan

Investments Plan

Savings Plan

Savings Plan

04

Track, adjust, and course-correct

Track, adjust, and course-correct

04

Your Financial Plan

Your Financial Plan

We do more than just this.

We do more than just this.

We do more than just this.

We look at your finances as a whole—this is just one part of a larger plan.

We look at your finances as a whole—this is just one part of a larger plan.

We look at your finances as a whole—this is just one part of a larger plan.

Your Financial Plan

Your Financial Plan

We asked our clients,

What changed after

you joined us?

We asked our clients,

What changed after

you joined us?

We asked our clients,

What changed after

you joined us?

Still got questions?
We're here to help.

Still got questions?
We're here to help.

Is this the same as regular financial planning?

Is this the same as regular financial planning?

Is this the same as regular financial planning?

Do I need to have all my goals figured out?

Do I need to have all my goals figured out?

Do I need to have all my goals figured out?

What if my goals change later?

What if my goals change later?

What if my goals change later?

Experience the impact
of expert guidance

Experience the impact of
expert guidance

Experience the impact
of expert guidance

Finfam Investment Advisors Private Limited

Registered Name: Finfam Investment Advisors Private Limited | SEBI RIA Registration No: INA000018036 | BASL Membership ID: BASL2001 | CIN: U67190MH2021PTC373220 | Type of Registration: Non-Individual | Validity of registration: June 06, 2023 – Perpetual | Address: Grand Edifice, 605, Akurli Rd, Kandivali, Akurli Industry Estate, Kandivali East, Mumbai, Maharashtra 400101

Disclosure:
Investment in securities market are subject to market risks. Read all the related documents carefully before investing. Registration granted by SEBI, membership of BASL and certification from NISM in no way guarantee performance of the intermediary or provide any assurance of returns to investors.

Contact Details:

Principal Officer:

Name: Rohit Bornarkar

Contact Details: +91 9762533162

Email: po@finfaminvestmentadvisors.com

Compliance Officer:

Name: Priyank Shah

Contact Details: +91 9819269225

Email: priyank@finfaminvestmentadvisors.com

Grievance Officer:

Name: Vatsal Majithia

Contact Details: +91 9022482377

Email: vatsal@finfaminvestmentadvisors.com

Quick Links

Quick Links

Quick Links

Policies

Policies

Policies

Investor Charter

Regulatory Disclosures

Compliant Redressal Mechanism

Terms of Service

Privacy Policy

Office No. 605, Grande Edifice, 606 & 607, Akurli Rd, Kandivali, Akurli Industry Estate, Kandivali East, Mumbai, Maharashtra 400101

Office No. 605, Grande Edifice, 606 & 607, Akurli Rd, Kandivali, Akurli Industry Estate, Kandivali East, Mumbai, Maharashtra 400101

Office No. 605, Grande Edifice, 606 & 607, Akurli Rd, Kandivali, Akurli Industry Estate, Kandivali East, Mumbai, Maharashtra 400101

Finfam Investment Advisors Private Limited

Registered Name: Finfam Investment Advisors Private Limited | SEBI RIA Registration No: INA000018036 | BASL Membership ID: BASL2001 | CIN: U67190MH2021PTC373220 | Type of Registration: Non-Individual | Validity of registration: June 06, 2023 – Perpetual | Address: Grand Edifice, 605, Akurli Rd, Kandivali, Akurli Industry Estate, Kandivali East, Mumbai, Maharashtra 400101

Finfam Investment Advisors Private Limited

Registered Name: Finfam Investment Advisors Private Limited | SEBI RIA Registration No: INA000018036 | BASL Membership ID: BASL2001 | CIN: U67190MH2021PTC373220 | Type of Registration: Non-Individual | Validity of registration: June 06, 2023 – Perpetual | Address: Grand Edifice, 605, Akurli Rd, Kandivali, Akurli Industry Estate, Kandivali East, Mumbai, Maharashtra 400101

Finfam Investment Advisors Private Limited

Registered Name: Finfam Investment Advisors Private Limited | SEBI RIA Registration No: INA000018036 | BASL Membership ID: BASL2001 | CIN: U67190MH2021PTC373220 | Type of Registration: Non-Individual | Validity of registration: June 06, 2023 – Perpetual | Address: Grand Edifice, 605, Akurli Rd, Kandivali, Akurli Industry Estate, Kandivali East, Mumbai, Maharashtra 400101

Disclosure:
Investment in securities market are subject to market risks. Read all the related documents carefully before investing. Registration granted by SEBI, membership of BASL and certification from NISM in no way guarantee performance of the intermediary or provide any assurance of returns to investors.

Disclosure:
Investment in securities market are subject to market risks. Read all the related documents carefully before investing. Registration granted by SEBI, membership of BASL and certification from NISM in no way guarantee performance of the intermediary or provide any assurance of returns to investors.

Disclosure:
Investment in securities market are subject to market risks. Read all the related documents carefully before investing. Registration granted by SEBI, membership of BASL and certification from NISM in no way guarantee performance of the intermediary or provide any assurance of returns to investors.

Contact Details:

Principal Officer:

Name: Rohit Bornarkar

Contact Details: +91 9762533162

Email: po@finfaminvestmentadvisors.com

Principal Officer:

Name: Rohit Bornarkar

Contact Details: +91 9762533162

Email: po@finfaminvestmentadvisors.com

Principal Officer:

Name: Rohit Bornarkar

Contact Details: +91 9762533162

Email: po@finfaminvestmentadvisors.com

Compliance Officer:

Name: Priyank Shah

Contact Details: +91 9819269225

Email: priyank@finfaminvestmentadvisors.com

Compliance Officer:

Name: Priyank Shah

Contact Details: +91 9819269225

Email: priyank@finfaminvestmentadvisors.com

Compliance Officer:

Name: Priyank Shah

Contact Details: +91 9819269225

Email: priyank@finfaminvestmentadvisors.com

Grievance Officer:

Name: Vatsal Majithia

Contact Details: +91 9022482377

Email: vatsal@finfaminvestmentadvisors.com

Grievance Officer:

Name: Vatsal Majithia

Contact Details: +91 9022482377

Email: vatsal@finfaminvestmentadvisors.com

Grievance Officer:

Name: Vatsal Majithia

Contact Details: +91 9022482377

Email: vatsal@finfaminvestmentadvisors.com