- Dr. Mukesh Gupta
(Renowned Gynecologist)
Client Success Stories
We helped them reach their Financial Fitness
“Fortunate to come in contact with FINNOVATE”
They are extremely professional and given sound financial advice and managed my money extremely competently.
Dr. Lalit Kapoor
Pediatrician
“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
“Guided me professionally”
Finnovate teaches you a lot about your Financial Health.You will also understand you will learn you will not only invest but you will learn what is finance.
Adv. Dr. Hitesh Bhatt
Legal Consultant
“I am extremely happy and very grateful to them.”
Finnovate has been phenomenal for me; they have empowered me with knowledge, guidance, strategy, planning, and utmost sincerity.
Dr. Nikhil Datar
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
“My entire portfolio is absolutely Green”
The best part of working with Finnovate is my entire portfolio is absolutely green, I don't see any red marks so hats off to the team.
Ms. Nishita Mantry
Startup Coach
“The team didn’t saddle me with generic investment products”
Rather, they spent time with me understanding my history, my family background, my hopes and dreams for my dream life.
Dr. Nitin Kolte
Chief Surgical Ophthalmologist
“Realised how important Financial Planning is”
As the day progressed with Finnovate I realised that this financial planning is much more important not just earning money and just dumping it down.
Dr. Abhijit Whatkar
Laparoscopic & General Surgeon
“Never gone to any investment advisor in last 25 years.”
Trustworthy and transparent - they listen to you very patiently and come out with different plans as per your need.
Dr. Parimal Kulkarni
Plastic Surgeon
“We don’t panic now even if the markets are volatile.”
We have a disciplined, clear road map with us and we let the Finnovate team guide us.
Mr. Jayant Kawale (AVP in IT)
Dr. Roshni Kawale (Radiologist)
Why our clients choose Finnovate?
We combine goal-based planning, disciplined execution, and regular reviews so you always know what to do next with your money - without chasing fads. As a SEBI-registered Investment Adviser, our approach is built around your life goals, cash-flows, and risk comfort - with zero commissions and no product conflicts. Explore our advisory services.
How we work (in three steps)
- Understand & map goals - a simple discovery to quantify what matters (now vs later).
- Plan & allocate - risk-aligned portfolios, tax-aware, reviewed at a set cadence.
- Track & course-correct - dashboards, review calls, and rule-based changes when life or markets change.
Who we serve?
Busy professionals and families who want clarity, structure, and accountability - from first-time investors to families managing complex goals.
A quick note
These are individual experiences. Outcomes depend on your goals, horizon, and market behaviour. We don’t guarantee returns; we help you make better, consistent decisions.
Common Questions
Are these reviews from real clients?
Yes. Every testimonial on this page is an on-camera video from a named client, including doctors, surgeons, and working professionals who chose Finnovate for goal-based financial planning. No anonymous or edited reviews.
How long have clients worked with Finnovate?
Client tenures range from 3 to over 11 years. Rohit Pant, a pharma executive, has been with Finnovate for 11 years and reached his financial goals ahead of schedule. Longevity reflects the consistency of the advisory relationship.
Is Finnovate SEBI-registered?
Yes. Finnovate Financial Services is a SEBI-registered Investment Adviser. This means the firm is legally bound to act in your interest, with no commissions, no product-pushing, and fee-only advice aligned to your goals.