Top Financial and Wealth Management in India

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.

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.

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.

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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.

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Multi 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.

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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.

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2 minute Quiz

Are you Financially Fit?

Take our FinnFit Quiz to find out your own financial fitness?

Take FinnFit Test

The Finnovate Advantage

Secure & Easy-to-Use Financial Platform

Manage your investments confidently with bank-grade 256-bit encryption and a seamless online platform. Access your plans anytime, anywhere - knowing your data and money are always protected.

Guidance from SEBI-Registered Experts

Our Investment Advisory Committee, with decades of market experience, carefully handpicks financial products best suited to your goals. With Finnovate, you get trusted, unbiased guidance from seasoned professionals.

Clarity Through Financial Knowledge

We simplify the financial world so you can make confident, well-informed decisions. From simplifying jargon to explaining strategies in simple words, Finnovate ensures you’re never left guessing about your money.

Your Personal FinnFit Partner

Beyond tools and reports, you’ll always have a personal financial fitness partner by your side. Whether it’s planning retirement, buying your dream home, or a short family vacation, you get expert guidance every step of the way.

Schedule a call

Get on a call with us

Talk to Our FinnFit Expert!
30 min free consultation
Get your personalized financial plan today!

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Become a Financial Freedom Achiever

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.