Finnovate exists to create a world where sound
financial advice is available to everyone.

Finnovate is India’s first and only financial fitness platform set up with the mission to make every Indian Financially Fit.

It does this by using the 6 pillars of Financial Fitness – Goal Planning, Health and Life Insurance, Budgeting & Taxation, Loan Management, Investment Advisory and Estate Planning.

Financial Planning Advisors

Finnovate offers both financial planning advisory and transaction models in mutual funds, PMS, equity, fixed income, insurance etc.

Finnovate has a ‘Hybrid’ model of interaction. It begins with a FinFit test to understand your needs, then creates an FinFit plan and then executes the plan with regular reviews and optimisation. This is done through a team of highly qualified financial advisors and the Finnovate Mobile application.

icon-01

17 Years

of excellence
icon-02

2,000+

Financially Fit
icon-02

1 Lakh+

Financially Empowered
icon-03

70+

Specialists

Finnovate in the news

Client Testimonial

Customers loving our work. Don’t believe our words, believe theirs.

“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.


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
Radiologist

Founders

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.