FinYatra Wealth Services

As a fiduciary, we are legally responsible for our clients and act only in the best interest of our clients. We are accessible and available to our customers to address their issues, queries, and requests. A die-hard optimist and Taichi practitioner who believes that financial literacy and discipline is the key to one's financial freedom. Fin-tech specialist worked on various startup ideas and made products for masses from scratch. Passionate about personal finance belives that a person with a plan will end up with a lot more money than a person without a plan. We believe that in this time of digital disruption, it is important to connect with our clients at a human level. Asset class and product agnostic advice that leverages Behavioural Science. Unique 3p framework delivers more than just XIRR.

So you can expect passionate service from all our members. We have started this venture to help and educate people about various aspects of Personal Finance Management. “Your work is going to fill a large part of your life, and the only way to be truly satisfied is to do what you believe is great work. A Financial analyst turned Entrepreneur with close to 7 years of experience in supporting listed derivative (Futures & Options) business with expertise in Product specifications, pricing and trading strategies in one of the top Investment banks. Khadir holds a Post-graduation degree in Business Administration and is also a Certified Mutual Funds Distributor.

At FinFix®, we attempt to bridge the gap between theory and practice in investment-related decisions. We are transparent in our approach, services, and costs. Financial research is at the core of FinFix®. We believe that women are excellent at managing money, but this skill is often limited to household budgets. Our focus is on 'solutions', and not on 'products'. We believe in an open and honest channel of communication with our clients. We have no qualms in specifying what we can and cannot deliver. We believe in building strong relationships with our clients, something that needs time and trust.

Finherent is a client-first company whose sole objective is to provide the best possible investment service to our clients. We believe in educating and empowering our clients to make informed decisions using our extensive research which is carried out regularly. We believe purely in the creation of long-term wealth through systematic and disciplined investments and strongly urge our clients to not be swayed by short-term volatility in the market. The information provided by our clients will be utilised with their consent to facilitate transactions and as required by the law. We believe in the creation of Long-term wealth through systematic and disciplined investment to maximise the probability to earn the best returns from the market while minimising the risk to capital invested. We will be able to provide you with solutions for any financial goals that you may have.

As an organization with a passion for investor advisory & ethics we focus on Debt and liquid money management and to build in the discipline of SIP and STP’s for Investing in Equity Oriented Mutual Funds. Our focus is leading the entire team towards making a big difference in financial investment through professional, transparent practices with a personal touch. As qualified professional 3 Chartered Accountants in family have joined, we are now ready to expand the business with rapid speed. We believe in 5 ‘T’ which are as follows:. In last but not the least, we believe in the excellence and perfection in the timely execution of planning as well as investment focusing goal oriented approach in various assets class including mutual funds.

We are a SEBI Registered Investment advisory company, started by techie founders who understand the value of human connect in important decisions like investments. Deepak brings over 17 years of experience in delivery excellence and customer engagement. Deepak is passionate about Personal Finance space and wants to spread financial awareness amongst masses. Shailendra has over 17 years of experience in Sales & Delivery of complex projects in embedded mobile domain. Our offering ensures that, requisite investments are done and managed by our comprehensive 5P Research Process. We also launched our much awaited FinAtoZ Planning Platform. Partnered with industry’s best players to enable our team of advisers to provide you with the most suitable and relevant advice.