Unplanned Financial Life
Without a clear financial plan, many make random decisions and stay unprepared for risks or future goals. A structured goal-based plan is needed to bring order and direction.
India's 1st & largest Financial Fitness Platform.
Helping professionals achieve financial goals & build prosperity safely, surely, swiftly.
Schedule Call View Plans
Are you struggling with your financial planning?
As we worked with thousands of professionals and doctors, these are the most common roadblocks people face on their journey to Financial Fitness.
Misaligned Investments
Investments often follow distributor advice instead of your needs, causing poor wealth management and wasted effort. When goals and investments don’t match, long-term wealth suffers.
Lack of Awareness
With limited knowledge of insurance, tax planning, and asset allocation, many end up in products that fail to beat inflation, slowing long-term wealth creation.
Solution to these struggles is
Financial Fitness Planning
Solution to these struggles is
Financial Life Planning
Why Finnovate?
Because we believe that sound financial advice and commission free investing should be available to everyone. Here’s how we can help:
Start your Journey towards Financial Fitness!
Finnovate is a complete ecosystem that lets you start your journey at any stage you wish and opt for personal Financial planning when you need.
Learn
A wealth of knowledge about wealth. We simplify personal finance and break it down into easy steps through masterclasses, webinars, and case studies. As a leading Wealth Management Firm in India, we provide resources that build your financial literacy and give you the confidence to take informed decisions.
EXPLORE
Financial Plans
Powered by our Proprietary Algorithms and guided by expert instincts, our platform creates unbiased financial plans designed around your life goals. Whether it’s retirement, education, or wealth creation, we help you take structured steps toward Financial Freedom. Trust a Wealth Management Firm in India that blends technology with human expertise for plans you can rely on.
Try NowMulti Asset Investing
Once your plan is ready, it’s time to put it into action. With Finnovate, you can invest across mutual funds, fixed deposits, and insurance solutions like life and health coverage - all within one platform. Our research-backed, multi-asset portfolios are customized to your financial goals, ensuring your money is diversified and positioned for growth.
TRY NOW
Tracking
Your financial journey doesn’t end at planning and investing. With our tracking tools and proprietary algorithms, you can monitor real-time performance, set milestones, and adjust strategies as life changes. Comprehensive dashboards and reports keep you in control, ensuring you stay on course to achieve your goals.
TRY NOW
2 minute Quiz
Are you Financially Fit?
Take our FinnFit Quiz to find out your own financial fitness?
Take FinnFit TestThe Finnovate Advantage
What makes working with us feel effortless — and results-focused.
Secure & Easy-to-Use Financial Platform
Manage your investments confidently with bank-grade 256-bit encryption and a seamless online platform. Access your plans anywhere, knowing your data and money are protected.
Guidance from SEBI-Registered Experts
Our Investment Advisory Committee carefully handpicks products best suited to your goals. Get trusted, unbiased guidance from seasoned professionals.
Clarity Through Financial Knowledge
We simplify the financial world so you can make confident decisions. From clarifying jargon to simple strategies, you’ll always know what’s happening.
Your Personal FinnFit Partner
Beyond tools and reports, you’ll always have a financial fitness partner by your side. From retirement to a family vacation, get expert help at every step.
SEBI Registered Bank-grade security Commission-free plansOur Framework
The 6 pillars we use to make your money simple, structured and stress-free.
Goal Planning
Translate life goals into numbers and timelines. Clear targets, clear plan.
Budget & Tax
Cash-flow map, emergency fund, and tax-efficient structure to keep more.
Loans
Right loan mix, faster closure strategy, and interest saved over years.
Insurance
Cover life and health first. No misselling. Only what you truly need.
Investing
Low-cost, multi-asset portfolios aligned to goals and risk profile.
Estate & Legacy
Wills, nominations and structures to protect and pass on wealth.
Tools & Tests
Your Financial Fitness Lab — quick tests and pro calculators.
What Clients Say
Real words from professionals and doctors who planned with us.
“I stopped second-guessing every decision. The plan told me exactly what to do this month and what can wait.”
— Radhika S.
Senior Product Manager · Mumbai
“Our insurance and loans were a mess. They cleaned it up in two calls and we finally started investing properly.”
— Dr. Abhishek K.
Orthopaedic Surgeon · Pune
“Simple language, no upsell. I know my retirement number now and how to reach it.”
— Nitin P.
Entrepreneur · Ahmedabad
“The debt snowball sheet was gold. We closed one loan and freed up ₹18k/month.”
— Meera T.
Marketing Lead · Bengaluru
“They didn’t sell me policies. They told me the exact cover I need and what to skip.”
— Vivek R.
Software Engineer · Hyderabad
“I finally started a SIP I can stick to. Seeing the goal tracker move is addictive.”
— Priyanka M.
Dentist · Mumbai
“We had 7 random funds. They consolidated it, cut costs and now it actually fits our goals.”
— Anirudh & Kavya
Young Parents · Chennai
“The review call every quarter keeps me calm. No panic during market dips.”
— Dr. Sana A.
Paediatrician · Delhi
“Tax planning was a black box. Their checklist saved me a lot more than the fee.”
— Rohit S.
Finance Manager · Gurgaon
“Best part: everything is in one dashboard. No chasing spreadsheets.”
— Shreya G.
HR Business Partner · Pune
“They set up nominees, will basics and emergency fund — things I kept postponing.”
— Kapil D.
Operations Head · Noida
“My parents now have the right health cover. That peace of mind was priceless.”
— Neha L.
Data Scientist · Bengaluru
Ready to get financially fit?
Start with a complimentary 30-min consultation
Become a FinnFit Ambassdor
An exclusive community of like-minded people with the common objective of reaching financial Fitness by creating wealth the right way, doing the right things; so that we can be a blessing to our family as well as our society.
Benefits :
- Monthly Meetings to learn various aspects of personal finance.
- Creating your own Financial Plan and Investment Policy Statement.
- Forum to discuss various investment ideas
- Best Practices
- Exclusive newsletters
- QnA with Experts and much more.
Come join us on this mission to help a million families become financially free
Join WhatsApp Community
