Indians in India are increasingly living a life focussed on career and earnings. Individual investors are hard pressed for time and unable to track their investments, possibly have lost money or missed out on growth opportunities, you have been looking for the most ideal investment option ever. This is the investment solution you have been looking for, an exclusive investment advisory service for Indians in India.
Here are two of FinMo's Advisory services:
Here are two of FinMo's Advisory services:
1. Financial Advisory
It focusses on giving the holistic view of an investor's family finances, current status vis-a-vis where you want to be in future. Periodically guides on all key decision making processes such as buying/selling/holding of Property/Financial Assets, helping in reducing the liabilities, ensures sufficient cash for all immediate & future needs. It also helps in increasing the family's net-worth to desired levels for the next 5-10 years. Financial Advisory Services comes in the form of FINCHECK and TAXCHECK. The focus is about overall growth and not about individual investments & returns
2. Investment Advisory
The name says it all, the purpose is to optimise the returns on investment with a dynamic portfolio of investment schemes to meet the returns objective
- The advisory comes with a fixed return objective, we term such portfolios as "Wealth Baskets". One such is "FinMoLite RUPEE RAKSHAK" a wealth basket that is common to all kinds of investors with the objective to preserve capital. Most importantly, generate returns above an average Bank FD
- The risk appetite of every individual is different, the portfolio composition also changes with the risk profile of an investor. The plan is to customise the portfolio to suit the rIsk profile of investors, especially for bigger investments between 10L-1.25 Cr, this at FinMo is termed as "Open Advisory Solutions" and branded as FinOP Standard and FInOP Premium
Check out what suits you best from our bouquet of services
10.5% CAGR, 3% Returns in April'21. Start with 5L one time investment
Soundalternative to FD/PF/PPF/MF/ULIP
15% CAGR, 18%Returns-Oct'20 toMar'21 Start with5K/month, infuse funds at will Sound
alternative to RD/SIP/ULIP
Family wealth analysis that determines when you can stop working for money and start
enjoying life!
16% CAGR, 2.5% Returns in April'21. Open advisory portfolio. Start from 10L-1.25Cr
Ideal for 3-5 years horizon.
Get two returns from one investment. Earn returns from Base Portfolio & Enhanced
PortfolioStarts from 1.25Cr onwards.
Invest in US Stocks & ETFs from India. Profit from portfolio returns as well as the
US Dollar appreciation
Monthly SIP in US Stocks & ETFs from India. Profit from portfolio returns as well as
the US Dollar appreciation.
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