Financial Investment made Streamlined & Easy!
Finvest India’s Comprehensive Financial Plan is designed to help you achieve specific goals.
At Right time | Adequate Peace of Mind
A Guiding Force Behind Your Wealth-Building Journey
Our detailed process can be segregated into specific steps to optimize your wealth-building efforts along the way to a secure future. For 2 decades, we have been the guiding force behind the wealth-building journeys of financially responsible individuals
How Do We Work?
We onboard you in simple steps & take you through our streamlined process!
Step 1
Establish Relationship
Step 2
Data gathering & Goal finalization
Step 3
Analyzing Investor's current financials
Step 4
Developing & presenting financial plans
Step 5
Finalizing & Implementing financial plans
Step 6
Periodical review & rebalancing of investments
Detailed Work Process
1. Set the Context
a. Finvest Data collation process helps you fill out a template
b. This process enables you to access your current financial position
2. Finvestment
a. Analysis of current financials – your Income, Expenses, Assets and Liabilities
b. Arrive at your Financial Net Worth
c. Access your current Savings Ratio & Liquidity ratio
3. Execution
a. Risk Profiling and agree on the asset class % for investment
b. Execute the necessary investments converting the plan into investment
4. Rebalance
a. Performance tracking through investment reviews
b. Rebalance investments to derive optimum returns
