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Helping professionals achieve financial goals & build prosperity safely, surely, swiftly.
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Trusted by thousands - real outcomes that matter
As we worked with thousands of professionals and doctors, these are the most common roadblocks people face on their journey to Financial Fitness.
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.
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.
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
Solution to these struggles is
Because we believe that sound financial advice and commission free investing should be available to everyone. Here’s how we can help:
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.
A wealth of knowledge about wealth. Masterclasses, webinars, and case studies that build your financial literacy and confidence.
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Proprietary algorithms plus expert instincts create unbiased plans around your life goals-retirement, education, wealth creation.
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Put your plan in motion across mutual funds, deposits, and insurance in one place. Research-backed, diversified portfolios tailored to you.
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Dashboards and alerts to monitor performance, milestones, and course-corrections so you stay on track to your goals.
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Take our FinnFit Quiz to discover how ready you are - and what to fix first.
Take FinnFit TestWhat makes working with us feel effortless - and results-focused.
Manage your investments confidently with bank-grade 256-bit encryption and a seamless online platform. Access your plans anywhere, knowing your data and money are protected.
Our Investment Advisory Committee carefully handpicks products best suited to your goals. Get trusted, unbiased guidance from seasoned professionals.
We simplify the financial world so you can make confident decisions. From clarifying jargon to simple strategies, you’ll always know what’s happening.
Beyond tools and reports, you’ll always have a financial fitness partner by your side. From retirement to a family vacation, get expert help at every step.
SEBI Registered Bank-grade security Commission-free plansThe 6 pillars we use to make your money simple, structured and stress-free.
Translate life goals into numbers and timelines. Clear targets, clear plan.
Cash-flow map, emergency fund, and tax-efficient structure to keep more.
Right loan mix, faster closure strategy, and interest saved over years.
Cover life and health first. No misselling. Only what you truly need.
Low-cost, multi-asset portfolios aligned to goals and risk profile.
Wills, nominations and structures to protect and pass on wealth.
Short diagnostics and battle-tested calculators built for busy professionals and doctors.
Use these self-serve tools to check readiness, model decisions, and stay on track between advisor sessions.
Get a personalised fitness score in 2 minutes and see the top 3 fixes to prioritise.
Calculate your freedom number, safe withdrawal rate, and timeline to work-optional life.
Pick the smartest prepayment plan and see how fast you can free up monthly cash.
Back-calc returns, benchmark progress, and reset expected growth ranges.
Real words from professionals and doctors who planned with us.
Start with a complimentary 30-min consultation
Community
Open WhatsApp community for anyone who wants crisp money learning, webinar alerts, and real discussions that keep you financially fit.
On a mission to help a million families become financially fit.
