18 Years
of excellence
“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 is India’s first and only financial planning company focused on making every Indian financially fit.
As a trusted name among wealth management companies in India, we specialize in building structured, personalized financial fitness plans for professionals.
We work around six core pillars of Financial Fitness:
- Goal Planning
- Budgeting & Taxation
- Loan Management
- Insurance Planning
- Investment Planning
- Estate Planning
Unlike many wealth management companies, we are not product-pushers. Instead, we offer a hybrid financial planning model that combines expert human advisors with a transparent technology platform.
To date, we have assisted over 3,000 professionals and their families with expert advice through our goal-based financial planning process called FinFit™. Whether it’s investing in mutual funds, managing loans, or planning for your child’s education, our SEBI-registered financial planners work with a single goal: to make your finances work for you.
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.
