“Goals are almost accomplished”
They just didn't help me channel my money but today 11 years later, my goals are almost accomplished from few years earlier than expected.
Finnovate exists to create a world where sound
financial advice is available to everyone.
Finnovate is India's first and only financial fitness platform dedicated to making every Indian financially fit.
We work around the six pillars of Financial Fitness: Goal Planning, Budgeting & Taxation, Loan Management, Insurance Planning, Investment Planning, and Estate Planning. Through our disciplined approach, we help successful professionals achieve their financial goals safely, surely, and swiftly.
To date, we have assisted over 3000 professionals and their families in bringing purpose and structure to their financial lives through our FinFit™ Financial Planning process. This comprehensive service is available through our FinnFit Experts as well as a transparent technology platform.
Our commitment to excellence has attracted marquee professionals who not only use our services but have also invested in our business, recognizing the value and impact of our unique approach. Finnovate offers both financial planning advisory and transactional models, covering mutual funds, PMS, equity, fixed income, insurance, and more. We employ a 'Hybrid' model that begins with a FinFit test to understand your current financial fitness level, creates a tailored FinnFit plan, and executes it with regular reviews and optimization.
700+
Crores Managed
1 Lakh+
Individual Empowered
3000+
Families Served
Client Testimonial
Customers loving our work. Don’t believe our words, believe theirs.
Mr. Rohit Pant
President, Emerging Pharmaceutical
“All I do is focus on my work”
I can see my objectives getting fulfilled soon and all I do is focus on my work because I know that Finnovate is focusing on ensuring i can achieve my goals and live my dream life.
Dr. Chetan Mhaske
Laparoscopic Surgeon
“On my track to achieve my goals”
Today,I see my primary goals being achieved and I'm on my track to achieve my long term goals as well so that I can always live the life I dreamt of.
Dr. Santosh Sabnis
RadiologistFounders
Nehal Mota
Co-Founder & CEO
She has an experience of two decades across Financial service's industry having worked with corporates like ICICI Prulife, ABN AMRO Bank and IIFL.
Currently at Finnovate, she handles Client Acquisition, Marketing, Strategy, Team Management, Collaborations & Tie Ups.
Naveen Singh
Co-Founder & CTO
Naveen is the driving force behind Technology Platform.
He has spent 15 glorious years in Financial services sector along with another 5 years of Business Consulting experience (Information Technology).
Advisors to Board
A seasoned Brand Marketing and Communications professional with over 15
years’ experience in managing integrated brand marketing for national and
multinational brands.
Experience spans across 16 categories like FMCG, Consumer Electronics,
Consumer Durables, Real Estate, Entertainment, Banking, Finance, Healthcare
etc. in B2C and B2B.
Alumni of IIM Bangalore and an Executive Committee Member of IIMB Alumni
Association.
Ameya Mohane
Brand and Marketing
Total experience of over 35 years, broken into first 10 years in Software
Development and following 25 years plus in Financial Services domain.
As a Software Developer, two of the software got rated by DataQuest
magazine in 1987 among top 100 products in India. One of them was Portfolio
Management Software. Also wrote the source code for Rajkot Stock
Exchange in 1991. Commenced Finolutions LLP, B2B Business Consulting
firm in September 2013
Apoorva Vora
Alternate Investments
Our Team
Jignesh Gajjar
Business Development
Rekha Mohnot
Business Development
Neha Sanghrajka
Human Resources
Pranob Thachanthara
Product & Marketing
Sagar Maheshwari
Business Growth
Jayant Furia
Business Development
Avinash Tiwari
Business Development
Gosal Sangole
Business Development
Chintan dudhela
Business Development
Artish More
Business Development
Sushil Asrani
Business Development
Ajinkya Jadhav
Business Development
Piyush Seth
Business Development
Meet Vaghela
Business Development
Jibin Thomas
Business Development
Gaurav Prasad
Business Development
Siddhesh Pathar
Business Development
Bhavin Patel
Equity
Reetesh Jaisinghani
Equity
Gaurav Haldankar
Equity
Vandana Manwani
Advisory
Anchal Kaushal
Advisory
Pradnya Patil
Paraplanner
Unnati Kadam
Paraplanner
Satyashree Kejriwal
Paraplanner
Preshita Jadhav
Paraplanner
Priyanka Kelkar
Accounts
Sanjeeta Chawla
Human Resources
Ruchita Suryavanshi
Human Resources
Tarun Agarwal
Research
Rushabh Dugad
Research
Jay Jain
Research
Tanmay Gadre
Research
Pravin Mayekar
Operations
Rahul Meher
Operations
Santosh Mistry
Operations
Ranjeet Waje
Operations
Sunil Jadhav
Operations
Nagma Shaikh
Operations
Sakshi Gupta
Product & Marketing
Anoj Tambe
IT
Thakur Prasad Sahni
IT
Why Choose Finnovate as Financial Planning Advisors
At Finnovate, our personal financial planning advisors are committed to guiding you towards financial fitness and freedom.
Our advisors are not just experts; they are partners in your financial journey. By leveraging their extensive knowledge and experience, our personal financial planning advisors help you take complex financial decisions, ensuring your financial goals are met swiftly.
About our Team
At Finnovate, we believe that financial fitness is essential for a fulfilling life. Our Personal Financial Planning Advisors are committed to helping you achieve your financial goals through meticulous planning and expert advice. Whether you are looking to invest in mutual funds, secure your family’s future with insurance, or plan your estate, our advisors are here to guide you every step of the way.
Our Personal Financial Planning Advisors understand that each client’s financial situation is unique. They work closely with you to assess your current financial health, set realistic goals, and develop a comprehensive plan tailored to your needs. With their extensive knowledge and personalized approach, our advisors ensure that you are on the right path to financial fitness.
In addition to providing expert advice, our Personal Financial Planning Advisors stay with you through the entire financial journey. They offer ongoing support, regular reviews, and necessary adjustments to your financial plan, ensuring that you stay on track and achieve your objectives.
By choosing Finnovate, you are partnering with a team that is dedicated to making you financially fit. Our Personal Financial Planning Advisors are here to empower you with the knowledge and tools needed to make informed financial decisions and secure your financial future.