About Us

But I must explain to you how all this mistaken idea of denouncing pleasure and praising pain was born and will give you a complete account of the system and expound the actual teachings of the great explore

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achieve
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One stop solution
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Financial
Services

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Mutual
Funds

About Company

Who We Are

Fininvest was incorporated in the year 2011 with a team of professionals from financial sector. Our Managing Director Mr. Sachin Kukreja was AVP in Max NewYork Life insurance co. Ltd when he decided to start this venture and laid down its foundation with his proliferant experience of 15 years in the industry.

Our Director Mrs. Shikha Kukreja was Branch Manager at Kotak Mahindra bank has an extensive experience of 18 yrs in financial sector.

Besides this we have a strong team of qualified and experienced professionals. Presently, we are catering to 2500+ satisfied clients spread all over India and abroad. Currently our assets under advice are more than 1500 Million Rupees.

Our focus

  • Wealth creation and management.
  • Goal oriented investment for clients.
  • Long term capital growth.
  • Timely portfolio reviewing and restructuring.
  • 360 degree financial advice.

Certifications And Awards

Trusted Business Consulting Service Provider

Our Mission

We aim to be the most useful and reliable provider of the financial services to our customers to grow from bottom of the Pyramid to Millionaire club – which is the dream of every Indian.

It’s our continuous endeavor to be honest and trustworthy partner to our clients so that they could achieve their financial goals in the most efficient manner. We want to achieve highest levels of productivity with the best technology-driven background.

We want to be an integral part of community development and nation-building by nurturing human values and concern for society and, above all, the people

Trusted Business Consulting Service Provider

Our Vision

Our vision is to be the Best Investment services company by providing our clients with world class personalized services of informed choices of lasting value, reliability, safety and customer care as the ultimate goal.

We would protect and grow wealth for them to make their tomorrow better than today and making the Company a respected household name.

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HAPPY CUSTOMERS

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SKILLED DISTRIBUTORS

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CITY COVERED

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AWARDS WINNER

  • 01
    Regular Portfolio Review - Regular review with the customers allows us to create a more relevant and meaningful Portfolio for them. With enriched information specific to their account, we can proactively identify their changing risk appetite and provide them with the opportunities at key stages of their lifecycle
  • 02
    Capital gain report every year – This helps the customer to know about his gains earned during the year with our best support and expertise . It also helps to file his ITR of the respective financial year with his due taxes to be paid.
  • 03
    You can view your portfolio on our website without any hassle - With our well-analyzed recommendations, after factoring in his/her age, financial status and liabilities, we create an optimal mutual fund portfolio which is easily accessible on our site with your own personalized id and passwords.
  • 04
    Regular information about new product launches as well as changes associated with industry - PE , P/BV, and dividend yields are the variables help us decide in 'favour of' or 'against' any MF fund. And accordingly we guide our customers for the same
  • 05
    If any query after investment - We have a dedicate Service team to look after it as well as solve it as soon as possible. We cater to Customer Satisfaction as our first priority

Portfolio management offers greater flexibility with an investor's money and higher returns too.

Portfolio Review

Our Services

Our Best Services

Mutual Funds

Mutual funds are a type of certified managed combined investment schemes that gathers money from many investors to buy securities.

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Stock Market

While proper financial planning is a subject in itself, in my experience, to increase levels of financial safety and security, a person...

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Insurance

Today, almost everybody owns a life insurance policy. It could be for various reasons like investment purposes or for tax benefits

Read More

FD

Fixed Deposit aka term deposit is an instrument by which one can deposit his/her savings for a prescribed period of time with a bank.

Read More

Why Us

Why Choose FININVEST

  • 01
    One Stop Financial Solution

    We offer financial Product to meet your short and long-term financial goals. We also offer product which takes care of your liquidity and tax requirement.

  • 02
    Professional & Unbiased Advice

    Professional advice can make a significant difference at every stage of your life. Our advisers are highly qualified with loads of experience in personal finance & wealth management.

  • 03
    End To End Support

    We provide end to end support; from on boarding client till Investment execution. Investment is a dynamic process and we provide the required support.

Get Advisor's Advice.

How to begin?

Very simple,we start by fixing an appointment online as well as offline.

  • Understanding yours and yours family’s financial needs.
  • Understanding yours risk appetite and time horizon.
  • Will give u advice about the investment products according to your risk appetite and financial needs.

Testimonials

Our Client Says

It was a great experience to be associated with FININVEST I wanted to let you know that my family and I, are very impressed with the quality and level of service that are received from FININVEST.

Chandrashekhar Patidar

Web Designer

I have good experience with FININVEST , also they provide me good suggestion on time to time and very supportive team.

Arun Yadav

SEO Analyst

It was a great experience to be associated with FININVEST I wanted to let you know that my family and I, are very impressed with the quality and level of service that are received from FININVEST.

Chandrashekhar Patidar

Web Designer

I have good experience with FININVEST , also they provide me good suggestion on time to time and very supportive team.

Arun Yadav

SEO Analyst