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?
“I finally received actual unbiased advice that maximized the probability of me achieving my financial goals.”
Sahil Kaul
Business & Product, Zomato
“Young, sharp minds who took ownership of my finances and genuinely wanted to help me plan better.”
Varun Gupta
Chief Growth Officer, Bombay Shaving Company
“I had a clear path that allowed me to achieve my housing goal-with every step mapped to my timeline.”
Shashank Iyer
Salesforce Solution Architect, Sequoia Consulting Group
“They helped with my ancestral property which had been stuck for years and made the entire sale tax-free.”
Pranshu Nahar
Software Development Manager- Amazon
“The team assisted me in reclaiming my disputed property and financial assets and acted like a second family I could trust .”
Depashree Mahajan
Senior Product Manager- Wadhwani AI
“My chaotic move back to India turned into a well-planned return as they lowered my effective tax and preserved ESOPs.”
Vishwam Rathore
VP Product, Bayzat - UAE
“I finally received actual unbiased advice that maximized the probability of me achieving my financial goals.”
Sahil Kaul
Business & Product, Zomato
“Young, sharp minds who took ownership of my finances and genuinely wanted to help me plan better.”
Varun Gupta
Chief Growth Officer, Bombay Shaving Company
“I had a clear path that allowed me to achieve my housing goal-with every step mapped to my timeline.”
Shashank Iyer
Salesforce Solution Architect, Sequoia Consulting Group
“They helped with my ancestral property which had been stuck for years and made the entire sale tax-free.”
Pranshu Nahar
Software Development Manager- Amazon
“The team assisted me in reclaiming my disputed property and financial assets and acted like a second family I could trust .”
Depashree Mahajan
Senior Product Manager- Wadhwani AI
“My chaotic move back to India turned into a well-planned return as they lowered my effective tax and preserved ESOPs.”
Vishwam Rathore
VP Product, Bayzat - UAE
“I finally received actual unbiased advice that maximized the probability of me achieving my financial goals.”
Sahil Kaul
Business & Product, Zomato
“Young, sharp minds who took ownership of my finances and genuinely wanted to help me plan better.”
Varun Gupta
Chief Growth Officer, Bombay Shaving Company
“I had a clear path that allowed me to achieve my housing goal-with every step mapped to my timeline.”
Shashank Iyer
Salesforce Solution Architect, Sequoia Consulting Group
“They helped with my ancestral property which had been stuck for years and made the entire sale tax-free.”
Pranshu Nahar
Software Development Manager- Amazon
“The team assisted me in reclaiming my disputed property and financial assets and acted like a second family I could trust .”
Depashree Mahajan
Senior Product Manager- Wadhwani AI
“My chaotic move back to India turned into a well-planned return as they lowered my effective tax and preserved ESOPs.”
Vishwam Rathore
VP Product, Bayzat - UAE
“I finally received actual unbiased advice that maximized the probability of me achieving my financial goals.”
Sahil Kaul
Business & Product, Zomato
“Young, sharp minds who took ownership of my finances and genuinely wanted to help me plan better.”
Varun Gupta
Chief Growth Officer, Bombay Shaving Company
“I had a clear path that allowed me to achieve my housing goal-with every step mapped to my timeline.”
Shashank Iyer
Salesforce Solution Architect, Sequoia Consulting Group
“They helped with my ancestral property which had been stuck for years and made the entire sale tax-free.”
Pranshu Nahar
Software Development Manager- Amazon
“The team assisted me in reclaiming my disputed property and financial assets and acted like a second family I could trust .”
Depashree Mahajan
Senior Product Manager- Wadhwani AI
“My chaotic move back to India turned into a well-planned return as they lowered my effective tax and preserved ESOPs.”
Vishwam Rathore
VP Product, Bayzat - UAE
We asked our clients,
What changed after
you joined us?
“I finally received actual unbiased advice that maximized the probability of me achieving my financial goals.”
Sahil Kaul
Business & Product, Zomato
“Young, sharp minds who took ownership of my finances and genuinely wanted to help me plan better.”
Varun Gupta
Chief Growth Officer, Bombay Shaving Company
“I had a clear path that allowed me to achieve my housing goal-with every step mapped to my timeline.”
Shashank Iyer
Salesforce Solution Architect, Sequoia Consulting Group
“They helped with my ancestral property which had been stuck for years and made the entire sale tax-free.”
Pranshu Nahar
Software Development Manager- Amazon
“The team assisted me in reclaiming my disputed property and financial assets and acted like a second family I could trust .”
Depashree Mahajan
Senior Product Manager- Wadhwani AI
“My chaotic move back to India turned into a well-planned return as they lowered my effective tax and preserved ESOPs.”
Vishwam Rathore
VP Product, Bayzat - UAE
“I finally received actual unbiased advice that maximized the probability of me achieving my financial goals.”
Sahil Kaul
Business & Product, Zomato
“Young, sharp minds who took ownership of my finances and genuinely wanted to help me plan better.”
Varun Gupta
Chief Growth Officer, Bombay Shaving Company
“I had a clear path that allowed me to achieve my housing goal-with every step mapped to my timeline.”
Shashank Iyer
Salesforce Solution Architect, Sequoia Consulting Group
“They helped with my ancestral property which had been stuck for years and made the entire sale tax-free.”
Pranshu Nahar
Software Development Manager- Amazon
“The team assisted me in reclaiming my disputed property and financial assets and acted like a second family I could trust .”
Depashree Mahajan
Senior Product Manager- Wadhwani AI
“My chaotic move back to India turned into a well-planned return as they lowered my effective tax and preserved ESOPs.”
Vishwam Rathore
VP Product, Bayzat - UAE
“I finally received actual unbiased advice that maximized the probability of me achieving my financial goals.”
Sahil Kaul
Business & Product, Zomato
“Young, sharp minds who took ownership of my finances and genuinely wanted to help me plan better.”
Varun Gupta
Chief Growth Officer, Bombay Shaving Company
“I had a clear path that allowed me to achieve my housing goal-with every step mapped to my timeline.”
Shashank Iyer
Salesforce Solution Architect, Sequoia Consulting Group
“They helped with my ancestral property which had been stuck for years and made the entire sale tax-free.”
Pranshu Nahar
Software Development Manager- Amazon
“The team assisted me in reclaiming my disputed property and financial assets and acted like a second family I could trust .”
Depashree Mahajan
Senior Product Manager- Wadhwani AI
“My chaotic move back to India turned into a well-planned return as they lowered my effective tax and preserved ESOPs.”
Vishwam Rathore
VP Product, Bayzat - UAE
“I finally received actual unbiased advice that maximized the probability of me achieving my financial goals.”
Sahil Kaul
Business & Product, Zomato
“Young, sharp minds who took ownership of my finances and genuinely wanted to help me plan better.”
Varun Gupta
Chief Growth Officer, Bombay Shaving Company
“I had a clear path that allowed me to achieve my housing goal-with every step mapped to my timeline.”
Shashank Iyer
Salesforce Solution Architect, Sequoia Consulting Group
“They helped with my ancestral property which had been stuck for years and made the entire sale tax-free.”
Pranshu Nahar
Software Development Manager- Amazon
“The team assisted me in reclaiming my disputed property and financial assets and acted like a second family I could trust .”
Depashree Mahajan
Senior Product Manager- Wadhwani AI
“My chaotic move back to India turned into a well-planned return as they lowered my effective tax and preserved ESOPs.”
Vishwam Rathore
VP Product, Bayzat - UAE
We asked our clients,
What changed after
you joined us?
“I finally received actual unbiased advice that maximized the probability of me achieving my financial goals.”
Sahil Kaul
Business & Product, Zomato
“Young, sharp minds who took ownership of my finances and genuinely wanted to help me plan better.”
Varun Gupta
Chief Growth Officer, Bombay Shaving Company
“I had a clear path that allowed me to achieve my housing goal-with every step mapped to my timeline.”
Shashank Iyer
Salesforce Solution Architect, Sequoia Consulting Group
“They helped with my ancestral property which had been stuck for years and made the entire sale tax-free.”
Pranshu Nahar
Software Development Manager- Amazon
“The team assisted me in reclaiming my disputed property and financial assets and acted like a second family I could trust .”
Depashree Mahajan
Senior Product Manager- Wadhwani AI
“My chaotic move back to India turned into a well-planned return as they lowered my effective tax and preserved ESOPs.”
Vishwam Rathore
VP Product, Bayzat - UAE
“I finally received actual unbiased advice that maximized the probability of me achieving my financial goals.”
Sahil Kaul
Business & Product, Zomato
“Young, sharp minds who took ownership of my finances and genuinely wanted to help me plan better.”
Varun Gupta
Chief Growth Officer, Bombay Shaving Company
“I had a clear path that allowed me to achieve my housing goal-with every step mapped to my timeline.”
Shashank Iyer
Salesforce Solution Architect, Sequoia Consulting Group
“They helped with my ancestral property which had been stuck for years and made the entire sale tax-free.”
Pranshu Nahar
Software Development Manager- Amazon
“The team assisted me in reclaiming my disputed property and financial assets and acted like a second family I could trust .”
Depashree Mahajan
Senior Product Manager- Wadhwani AI
“My chaotic move back to India turned into a well-planned return as they lowered my effective tax and preserved ESOPs.”
Vishwam Rathore
VP Product, Bayzat - UAE
“I finally received actual unbiased advice that maximized the probability of me achieving my financial goals.”
Sahil Kaul
Business & Product, Zomato
“Young, sharp minds who took ownership of my finances and genuinely wanted to help me plan better.”
Varun Gupta
Chief Growth Officer, Bombay Shaving Company
“I had a clear path that allowed me to achieve my housing goal-with every step mapped to my timeline.”
Shashank Iyer
Salesforce Solution Architect, Sequoia Consulting Group
“They helped with my ancestral property which had been stuck for years and made the entire sale tax-free.”
Pranshu Nahar
Software Development Manager- Amazon
“The team assisted me in reclaiming my disputed property and financial assets and acted like a second family I could trust .”
Depashree Mahajan
Senior Product Manager- Wadhwani AI
“My chaotic move back to India turned into a well-planned return as they lowered my effective tax and preserved ESOPs.”
Vishwam Rathore
VP Product, Bayzat - UAE
“I finally received actual unbiased advice that maximized the probability of me achieving my financial goals.”
Sahil Kaul
Business & Product, Zomato
“Young, sharp minds who took ownership of my finances and genuinely wanted to help me plan better.”
Varun Gupta
Chief Growth Officer, Bombay Shaving Company
“I had a clear path that allowed me to achieve my housing goal-with every step mapped to my timeline.”
Shashank Iyer
Salesforce Solution Architect, Sequoia Consulting Group
“They helped with my ancestral property which had been stuck for years and made the entire sale tax-free.”
Pranshu Nahar
Software Development Manager- Amazon
“The team assisted me in reclaiming my disputed property and financial assets and acted like a second family I could trust .”
Depashree Mahajan
Senior Product Manager- Wadhwani AI
“My chaotic move back to India turned into a well-planned return as they lowered my effective tax and preserved ESOPs.”
Vishwam Rathore
VP Product, Bayzat - UAE
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
Services
Services
Services
Insurance Planning
Tax Planning
Investment Planning
Succession Planning
Liability Management
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