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.

The formation/birth of Wise Finserv evoked when many corporates started having a product centric approach to meet organisational goals rather than having a client centric approach to meet client financial goals. The journey of financial planning & investment advisory services at Wise Finserv started when two like minded, senior, qualified, experienced wealth manager Ajay Kumar Yadav & Charu Pahuja thought to render FP Services across the country by leveraging technology platform & setting up high standards of practicing financial planning. The objective was not only to grow the balance sheet of company but also to spread right financial planning among people as social responsibility. Our mission is to be a reliable partner with each customer and help them in reaching their financial goals by giving unbiased financial advice. We create highly personalized financial plan to ensure client Financial goals are met considering his/ her risk profile.

Fincareplan is created to benefit the young generation’s view on investment and wealth creation by more practical and tool-based discussion. The main theme of Fincareplan is “Financial Freedom benefiting across generations”. We provide you with the best investment options to grow your wealth by analyzing the risk appetite. We offer a podium of learning sessions like basics of financial planning, basics of Finance, Economics, Basics of Investment, Advanced investment, Tool based investment learning, and tracking to reduce the errors of investment and grow your wealth. We also offer services like financial planning, budget designing for a family, tax planning, investment planning, and finally business financial management. Your trusted partner for expert financial advice and goal-based investment strategies. We offer best-class financial planning for individuals, families, and corporate offices. We believe in providing the perfect planning and to identify the debt traps they are in like EMI, Credit Card, spending more than their mean.

We are driven to provide you with simple, unbiased and uncluttered professional advice that adds value to your quality of life and results in actionable solutions. A reputed name for comprehensive financial advisory and product distribution services. To provide financial services with utmost clarity to our clients to enable them to plan, execute and achieve their desired financial goals. We practice a client focussed, need-based, process oriented approach and rather than a product focussed and sales oriented approach. Going beyond planning and execution services, we believe in building long-term relationship with you and be present to see you when you achieve your financial responsibilities & goals in life.

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.

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.