Welcome To Finmonks Financial Studio LLP

FinMonks Financial Studio LLP

At FinMonks, we offer financial advisory and financial management services to individuals, HNI, and SME owners. We do not make investment decisions on behalf of our clients; instead, we provide professional advice and solutions without any obligation to buy any product from us. We simply provide our clients with unbiased, independent, objective advice on their personal financial goals. People prefer us for comprehensive wealth solutions.

Our Services & Products

Mutual Fund

We Distribute Mutual Fund products for Short, Medium & Long Term as per one's need. You can choose from various categories as per your requirements.

Life Insurance

Insurance planning is a critical component of a financial plan that evaluating risks and determining the proper insurance coverage for your life.

Retirement Planning

Retirement is one of the most important life events that many of us will ever experience. This is that stage in which we only have cash outflows.

Tax Planning

Create a legacy that provides supports the causes and charities you care about, and maintains your values across future generations

Equity

Create your wealth with the experts in the management of your equity portfolio and want to invest in the most secured with top NSE/BSE companies for high returns.

Asset Management

Asset Management is a discipline that incorporates Financial Distribution, Investment portfolio management, and a number of financial services.

Why FinMonks ?

We Help You Meet Your Financial Goals

We have our small and big needs and aspiration for the present and future. We help you to identify, prioritize and quantify your Future Goals, and then we work with you to reach there!

We Put More Money In Your Pocket

On average we increase our customer's savings in significant double digits by using our proprietary technology to analyze right from those little restaurant spends to money-draining financial investments!

We Build Superior Investment Strategy

We make the best use of modern finance & technology work for you. On basis of your goals, risk profile & financial details we run millions of simulations to create a custom portfolio that meets your needs!

We Partner For Life

Effective financial management needs continuous hand-holding for life. We review your financial plan every 6 months and continuously make dynamic adjustments to reach your financial goals

We Plan For Financial Emergencies

97% of Emergencies result in financial bankruptcy for the family. We ensure that this is never the case for our customers. Our customers are financially prepared to face emergencies like loss of hospitalization, and loss of life

Your Financial Life In One Place

All aspects of finances are interconnected in life. They don't exist in silos which is why we made one platform to build, implement and manage all your financial decisions. All of this is accessible by you anytime and anywhere

GIVE SHAPE TO YOUR INVESTMENTS....

Financial goals are the priorities and targets you set for how you want to spend and save your money. They aren't one size fits all, because everyone has different priorities. However, if you don't set your financial goals, you'll probably be left wondering where all your money went. Importance of Setting Goals.

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