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.


Rs. 0
Always Free

  • Mutual Funds
  • Online Transaction
  • Limited Support - Email / FAQ
  • Learning Center
Rs. 499 Quarterly
Good Start

  • Mutual Funds
  • Online Transaction
  • Multiple Asset Classes
  • Basic Asset Allocation
  • Full Support - Email and Phone / FAQ
  • Learning Center
Rs. 8000 *One Time
Most Recommended

  • Mutual Funds
  • Online Transaction
  • Multiple Asset Classes
  • Advanced Asset Allocation
  • Advanced Financial Planning (Goals Based)
  • Portfolio Services
  • Premium Support - Email and Phone / FAQ
  • Learning Center
  • * For first year, then Rs. 499/quarter

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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