/Investment Planning

/Investment Planning

Personalized Investment Planning

Personalized Investment Planning

A goal-first strategic approach to investing by SEBI-Registered Advisors

A goal-first strategic approach to investing by SEBI-Registered Advisors

Why Go For Fixed-Fee Advice?

Why Go For Fixed-Fee Advice?

Why Go For Fixed-Fee Advice?

Our advice is as unbiased as it gets, bringing you options that actually fit your needs. We design strategies tailor made towards your family's goals, free from any commissions and incentives.

Our advice is as unbiased as it gets, bringing you options that actually fit your needs. We design strategies tailor made towards your family's goals, free from any commissions and incentives.

Our advice is as unbiased as it gets, bringing you options that actually fit your needs. We design strategies tailor made towards your family's goals, free from any commissions and incentives.

Investment Goals We Help You Plan

Investment Goals We Help You Plan

Buying A Home

01

01

Buying A Home

Buying A Home

02

02

Child Education

Child Education

03

Retirement Planning

03

Retirement Planning

Buying A Home

03

Retirement Planning

Retirement Planning

Buying A Home

04

04

Diversification

Diversification

05

05

Tax Savings

Tax Savings

Retirement Planning

Retirement Planning

Retirement Planning

Our 4-Step Approach to Personalized Planning

Our 4-Step Approach to Personalized Planning

01

01

Understand your life goals and risk appetite

Understand your life goals and risk appetite

Risk

Returns

Goals

Risk

Returns

Goals

02

Review your current portfolio and optimize

Review your current portfolio and optimize

02

Your Current Portfolio

Your Current Portfolio

Exit these funds

Exit these funds

Invest in this area

Invest in this area

(28.3%)

(28.3%)

03

Build a goal-linked investment plan

Build a goal-linked investment plan

03

Total Investment

Total Investment

₹ 2.88L/ year

₹ 2.88L/ year

₹ 20000/ month

₹ 20000/ month

New Car

New Car

Monthly Investments

Monthly Investments

₹ 20000/ month

₹ 20000/ month

Foreign Trip

Foreign Trip

₹ 80000/ month

₹ 80000/ month

04

Implement and provide periodic check-ins

Implement and provide periodic check-ins

04

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.

What is the difference between an investment advisor and a portfolio manager?

What is the difference between an investment advisor and a portfolio manager?

What is the difference between an investment advisor and a portfolio manager?

Do you recommend specific mutual funds or just give the plan?

Do you recommend specific mutual funds or just give the plan?

Do you recommend specific mutual funds or just give the plan?

How is goal-based investment planning done?

How is goal-based investment planning done?

How is goal-based investment planning done?

Who is this suitable for?

Who is this suitable for?

Who is this suitable for?

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