SERVICES

Our comprehensive range of services cater to wide audience and yet very discrete in offerings.
Financial Planning

End to end investment management solution to meet your investment
goals. We use our unique process driven advisory model to meet these objectives.

Private Wealth Management

Exclusive advice to meet specific mandates, which incorporates advanced
asset allocation strategies and tactical alpha generation.

Alternative Products

Custom solutions and products. Alternative Investments.


How we do it

Your Journey With Us


Advanced Features

A Robust Retirement Solution

We run multiple simulations to make sure you never run out of fuel when you need it the most!

FinvestR Funnel

We put a lot of effort into doing what’s right and best for you! Right from product selection to forming the capital market expectation for coming years. Our proprietary tools and models are what distinguishes us from others.


Pricing

Premium
Rs. 999
One time session only

  • Mutual Funds
  • Stocks - ETF's - IPO's
  • Retirement Planning
  • Cashflow Planning
  • Strategic Asset Allocation
  • Tax Loss Harvesting
  • Inheritance Management and Planning
  • Portfolio Services
  • Support - Email and Phone / FAQ
  • Online Transaction - IF required
  • Learning Center
Book Appointment
Inner Circle
Rs. 7999 /yr.
Most Popular

  • Mutual Funds
  • Stocks - ETF's - IPO's
  • Retirement Planning
  • Cashflow Planning
  • Strategic Asset Allocation
  • Tax Loss Harvesting
  • Inheritance Management and Planning
  • Portfolio Services
  • Support - Email and Phone / FAQ
  • Online Transaction - IF required
  • Learning Center
Book Appointment
FinvestR Gold
Rs. 49,999
Lifetime Access

  • Mutual Funds
  • Stocks - ETF's - IPO's
  • Retirement Planning
  • Cashflow Planning
  • Strategic Asset Allocation
  • Tax Loss Harvesting
  • Inheritance Management and Planning
  • Portfolio Services
  • Support - Email and Phone / FAQ
  • Online Transaction - IF required
  • Learning Center

Discuss with our expert advisors now !

Book Appointment

Our Founder

Parth Khare

Parth Khare

- Founder & CIO

Certified Investment Adviser | Trader | Quant Researcher

Parth Khare

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