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.
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.
Insurance planning is a critical component of a financial plan that evaluating risks and determining the proper insurance coverage for your life.
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.
Create a legacy that provides supports the causes and charities you care about, and maintains your values across future generations
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 is a discipline that incorporates Financial Distribution, Investment portfolio management, and a number of financial services.
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!
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 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!
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
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
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
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.
Mutual Fund investments are subject to market risk. Please read the offer document carefully before investing' says the disclaimer in the every advertisement of the mutual fund.
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