We believe that sound financial advice
should be accessible to everyone

Hence a subscription plan that suits all

Our experts follow a nine-step proprietary framework which is broadly divided into three stages starting from getting your foundation right, it involves a holistic analysis of your existing financial situation followed by Creating, Executing and Tracking your customized financial plan.

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Key Features
  • Tools
  • Goal Based Investing
  • Insurance planning
  • MF Direct Plans
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  • Learn
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  • FinTrack
  • Individual
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  • Financial Life Plan
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Xpert

Kick start your financial planning journey

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Key Features
  • Tools
  • Goal Based Investing
  • Insurance planning
  • MF Direct Plans
  • Finnversity
  • Learn
  • Premium Content
  • FinTrack
  • Individual
  •  
  • Financial Life Plan
  • Complete Financial Plan
  • Review Frequency
    - Half Yearly
  • Xpert Planner
  • Support
  • Chat/Email Support
  • Virtual Meet with Xpert
  • Plan Execution Support
Xpert Plus

Kick start your financial planning journey

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Key Features
  • Tools
  • Goal Based Investing
  • Insurance planning
  • MF Direct Plans
  • Finnversity
  • Learn
  • Premium Content
  • FinTrack
  • Individual
  • Family
  • Financial Life Plan
  • Complete Financial Plan
  • Review Frequency
    - Quarterly
  • Xpert Planner
  • Support
  • Chat/Email Support
  • Virtual Meet with Xpert
  • Plan Execution Support
  • Dedicated Account Manager
Xpert Premium

Kick start your financial planning journey

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Key Features
  • Tools
  • Goal Based Investing
  • Insurance planning
  • MF Direct Plans
  • Finnversity
  • Learn
  • Premium Content
  • FinTrack
  • Individual
  • Family
  • Financial Life Plan
  • Complete Financial Plan
  • Review Frequency
    - Monthly
  • Xpert Planner
  • Support
  • Chat/Email Support
  • Virtual Meet with Xpert
  • In-Person Plan Execution Support*
  • Dedicated Account Manager

Wealth creation via equity investing happens over a period of time by choosing fundamentally good companies. However, what is essentially important is the process of choosing the right companies. Our experts help you set the right foundation and processes required to build your long-term equity portfolio.

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Free

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Key Features
  • Tools
  • Goal Based Investing
  • Insurance planning
  • MF Direct Plans
  • Finnversity
  • Learn
  •  
  • FinTrack
  • Individual
  •  
  • Financial Life Plan
  • NA
  •  
  •  
  •  
  •  
  • Support
  • Chat/Email Support
  •  
  •  
Stock Plus

Kick start your Equity Portfolio Creation journey

COMING SOON
Key Features
  • Tools
  • Goal Based Investing
  • Insurance planning
  • MF Direct Plans
  • Finnversity
  • Learn
  • Premium Content
  • FinTrack
  • Individual
  • Family
  • Financial Life Plan
  • NA
  • Equity
  • Equity Portfolio
  •  
  • Support
  • Chat/Email Support
  • Virtual Meet with Xpert
  • Plan Execution Support
  • Dedicated Account Manager
Stock Premium

Kick start your Equity Portfolio Creation journey

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Key Features
  • Tools
  • Goal Based Investing
  • Insurance planning
  • MF Direct Plans
  • Finnversity
  • Learn
  • Premium Content
  • FinTrack
  • Individual
  • Family
  • Financial Life Plan
  • NA
  • Equity
  • Equity Portfolio
  • Equity Specialist
  • Support
  • Chat/Email Support
  • Virtual Meet with Xpert
  • In Person Plan Execution Support*
  • Dedicated Account Manager

This is the Ultimate financial plan for professionals / entrepreneurs who are extremely busy (and great at) making money. While you do your best in your chosen profession, you can trust us to help you manage your money.

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PrimeX

Combo of financial planning & Equity Advisory

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Key Features
  • Tools
  • Goal Based Investing
  • Insurance planning
  • MF Direct Plans
  • Finnversity
  • Learn
  • premium Content
  • FinTrack
  • Individual
  • Family
  • Financial Life Plan
  • Complete Financial Plan
  • Review Frequency
    - Monthly
  • Xpert Planner
  • Equity
  • Equity Portfolio
  • Equity Specialist
  • Support
  • Chat/Email Support
  • Virtual Meet with Xpert
  • In Person Plan Execution Support*
  • Dedicated Account Manager
PrimeX Custom

Combo of financial planning & Equity Advisory

Get a Quote
Key Features
  • Tools
  • Goal Based Investing
  • Insurance planning
  • MF Direct Plans
  • Finnversity
  • Learn
  • premium Content
  • FinTrack
  • Individual
  • Family
  • Financial Life Plan
  • Complete Financial Plan
  • Review Frequency
    - Monthly
  • Xpert Planner
  • Equity
  • Equity Portfolio
  • Equity Specialist
  • Support
  • Chat/Email Support
  • Virtual Meet with Xpert
  • In Person Plan Execution Support*
  • Dedicated Account Manager

Why Choose Us

Unbiased

We follow algo-driven 9 Step Financial Planning Process to achieve your Financial Freedom.

Holistic

We guide you and help you see a bigger picture and a profitable outlook for your financial future.

Personalized

We help you understand, achieve your future goals through Personalized Investment Strategy.

Quality

All advice given is researched backed and vetted by our Investment Advisory Committee.

Investment Advisory Philosophy


Foundational Analysis

We begin by ensuring your financial foundation is solid. Our holistic analysis covers your entire financial situation, setting the stage for a robust financial plan.


Customized Financial Plan

  • Creation

    We develop a personalized financial plan tailored to your specific goals and circumstances.

  • Execution

    Our team assists in implementing the strategies laid out in your financial plan.

  • Tracking

    We continuously monitor your financial plan, making adjustments as needed to ensure it remains aligned with your goals.


    Prudent Growth Philosophy

    Our investment advisory is grounded in a prudent growth philosophy, providing research-backed recommendations for both mutual funds and direct equity investments.


Advanced Investment Opportunities

As your investment corpus grows, we offer curated opportunities in PMSs, PEs, or P2P lending, which can provide higher returns with a slightly elevated risk profile.

Exclusive Mutual Fund Insights

Investing in mutual funds through us means benefiting from our in-depth research. Our centralized research team evaluates funds based on over 20 criteria, creating a master list reviewed quarterly. Your FinnFit counsellors then select the most suitable funds from this list to match your investment profile.

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