FINVEST INDIA

Our detailed process can be segregated into specific steps to optimize your wealth-building efforts along the way to a secure future. For 2 decades, we have been the guiding force behind the wealth-building journeys of financially responsible individuals   1. Set the Context a. Finvest Data collation process helps you fill out a template b. This process enables you to access your current financial position   2. Finvestment a. Analysis of current financials – your Income, Expenses, Assets and Liabilities b. Arrive at your Financial Net Worth c. Access your current Savings Ratio & Liquidity ratio   3. Execution a. Risk Profiling and agree on the asset class % for investment b. Execute the necessary investments converting the plan into investment   4. Rebalance a. Performance tracking through investment reviews b. Rebalance investments to derive optimum returns   Finvest India  was started in 1999 with a desire to offer wel...

Insurance refers to a contractual arrangement in which one party, i.e. insurance company or the insurer, agrees to compensate the loss or damage sustained to another party, i.e. the insured, by paying a definite amount, in exchange for an adequate consideration called a premium.   The insured receives a contract, called the insurance policy, which details the conditions and circumstances under which the insurer will compensate the insured.   We Tailor Insurance Plans For Your Custom Needs   Every individual prefers to save himself as well as their loved one throughout their lifetime. We offer you unlimited benefits and insurance schemes that match your commitments. We extend our hand to assist you in choosing the right plan that multiples your happiness at each stage of life. We leave with peace of mind in investing in a safe place with good returns which is an ideal choice of the majority of our investors, without compro...