Transform Your Financial Dreams into Reality With
End - to - End Wealth Management Solution Under One Roof
Mutual Fund Direct Plan
Kickstart Your Financial Journey in 3 Simple Steps
We make Financial Planning all about you!
Take your first step towards wealth accumulation by constructing a financial plan that you own and control all by yourself.
Constantly striving to make financial planning simple and yet comprehensive with smart technology
Cash Flow Analysis
Identifying gaps in your present investments and risk hour to customize portfolio recommendations based on plan requirements and personalized risk analysis.
The asset allocation is closely monitored to create the right balance of risk vs return for your portfolio based on your unique situation and leading market indicators.
Understanding your financial goals to create a multi-goal financial plan based on your lifestyle, current assets and investments.
Analyze the financial situation to ensure tax efficiency, optimize tax benefits and maximize your savings.
Analyzing human life value to validate appropriate, shortfall or excess insurance cover for life’s unplanned events.
Prioritize your retirement goals to build, manage and forecast a plan that funds you throughout your life the way you want.
Cash Flow Analysis
Plan and control cash flow for pre and post-retirement, complex situations to maintain the desired standard of living.
Do It Yourself
“Do It Yourself” allow you to own and control your financial plan and manage the portfolio all by yourself in just 3 simple steps. The platform is convenient and offers access to easy-to-use financial planning tools and insights on investment decisions.
Get Expert Advice
Utilize our demonstrated expertise to develop a robust financial plan while making informed investment decisions. With expert insights on making better financial decisions based on your current financial situation.
What goes into making your financial life stress-free!
In-Depth Financial Analysis
We collect, track and manage your finances to support you throughout your wealth journey.
Mutual Fund Direct
Zero commission for mutual fund direct plans to help you create better wealth in the long term.
Put your money into thoughtful investments that generate
Free My eWill
Make your legal Will online in simple steps without any lawyer.
Enjoy customized portfolio recommendations based on a risk-free assortment of your wealth.
We offer honest financial advice for your life-long financial security and well-being.
Completely paperless and mobile, invest smart and strategically.
Free Tax Filing
Do hassle-free e-filing of your tax return in easy steps.
Secure your savings on an ongoing basis with our retirement evaluation analysis.
Enjoy commission-free investments with simplified executions.
We ensure a high level of security on all your investments with no risks and only returns.
Securely save copies of all your important documents at one place.
FinXpert Card - India’s First Wealth Management Gateway
The Art of Financial Expertise Curated for You and Your Loved Ones!
Why we are unique?Many Options under One Roof to Grow Your Wealth
10+ Years of Experience in Financial Planning & Investments
India's 1st Online DIY Platform to have all services under one roof
1,00,000+ Customers rely on our Platform to manage their finances right
Fastest growing Financial Planning & Investment Brand