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Tailored Financial Fitness
Planning for Doctors

Helping doctors achieve financial goals safely, surely, and swiftly. Our FinnFit™ process has
added purpose and structure to the financial lives of over 3000 doctors and their families.

Presenting Financial OPD by Finnovate

Your prescription for financial fitness

Finnovate offers a disciplined approach to financial planning for busy doctors, helping over 3000 doctors and their families achieve financial goals safely, surely, and swiftly. Our FinFit™ process provides purpose and structure through FinnFit Experts and a transparent technology platform.

Driven by tech, trusted by the best

Dr. Ramakant Deshpande

Cancer Surgeon

Get your prescription to prosperity

Take our 2 minute FinnFit test to find out your own financial fitness

Financial checkups are Easy, Fast, and Reliable

Get a personalised, perfectly clear roadmap to your financial fitness

Diagnostics

Begin with our FinnFit test, a quick assessment of your financial status and goals. This test sets the stage for expert guidance tailored to your unique needs.

Screening

Hop on a free consultation call with us. We’ll take notes on your money matters (no financial details) to better understand you and your situation.

Prescription

We evaluate your current financial standing and identify areas that need attention. This analysis forms the basis for crafting a practical plan for you.

Support and guidance

Once the roadmap is set, we help you navigate it with confidence, whether it is diversifying your portfolio, investing, or managing money.

Don't take our word for it, take theirs

“Financial fitness is not just about making the right investments.”

But ensuring they perform as planned to secure our future. Thanks to Finnovate, I can focus on my passion for serving patients while they take care of my financial fitness.

Dr. Mukesh Gupta

Renowned Gynecologist

“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

Be Financially Fit forever

Join our FinnFit membership program, where you don’t just make smart financial decisions
but also ensure your wealth is in great health, come what may.

  • Complimentary goal planning session with FinnFit Counsellor
  • Access to all our Exclusive Webinar & Learning Sessions
  • Access to Finnovate's filtered Mutual Fund & stock universe
  • Access to our multi-asset & multi-family tracking platform
  • Basic tax planning

AI platform to build prosperity
safely, surely, swiftly

We're not just about budgets and numbers. Our Advanced AI-based wealth tech platform
empowers you with the financial wisdom you need to own your future.

Financial
Fitness planning

Experience financial planning like never before with our unique algorithms and expert insights, guiding you toward financial freedom.

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Multi-asset
investing

Put your financial strategy to work through our user-friendly platform to diversify your portfolio with research-backed options.

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Track your financial
journey

Our dynamic, easy-to-use interface gives you a bird’s eye view of all your investments. And if you need advice, it shows you what to do!

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Our founding pillars

Dream Goal Planning

Cashflow Management

We assist you in streamlining budgets, enhancing cash flow, and boosting your financial health with expert advice.

Budgeting and Tax

Navigate
Tax Efficiency

We curate bespoke tax strategies that align with your professional requirements and personal goals.

Loan Management

Strategic Loan and Debt
Management

We expedite debt repayment while preserving your overarching financial objectives.

Ready to get your finances in shape?

All it takes is 30 minutes for a full financial assessment, for complimentary!

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Our triple advantage

Strategy

  • Focus on long term financial fitness

  • Prudent growth approach towards investments

  • Hybrid Tech+Advisor lead business model

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Capabilities

  • Centralised investment advisory

  • AI-driven tech platform

  • High quality, experienced and certified team

Values

  • Transparency in customer engagement

  • Customer empowerment through education

  • Advice centred around a customer success first approach

Strategy

  • Focus on long term financial fitness

  • Prudent growth approach towards investments

  • Hybrid Tech+Advisor lead business model

Capabilities

  • Centralised investment advisory

  • AI-driven tech platform

  • High quality, experienced and certified team

Values

  • Transparency in customer engagement

  • Customer empowerment through education

  • Advice centred around a customer success first approach

Your dose of FAQs

What is the Financial OPD by Finnovate?

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What does financial fitness mean for medical professionals?

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What more can financial fitness achieve over wealth management for me?

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Why do I need a professional financial advisor to manage my money, investments, and legacy?

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What are the services can I get through the Financial OPD platform?

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How can I collaborate with Finnovate for my investment management?

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What are Finnovate's FinnFit Membership Levels?

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How Finnovate is Remunerated for its Investment Advisory and Management for Doctors?

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Why should I consider Finnovate for Mutual Fund Advisory instead of Direct Investment?

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How can I trust that Finnovate is not pushing products I don't need?

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Tell me more about the investment philosophy at Finnovate.

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How can I ensure Finnovate recommends only what's best for me?

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What are the qualifications of the FinnFit Experts?

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How can I sign up for Finnovate's Financial OPD?

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