When You Achieve Your Financial Goals, We Fulfil Our Purpose.
Find an investment or tax advisor worthy of your trust
When You Achieve Your Financial Goals, We Fulfil Our Purpose.
Find an investment or tax advisor worthy of your trust
our philosophy
We aim to create a meaningful impact on your life with our holistic financial solution.
Our vision resonates with the idea of simplifying and assuring ethical presence as a
financial guide to uplift financial awareness.
Our vision resonates with the idea of simplifying and assuring ethical presence as a
financial guide to uplift financial awareness.
plan
Plan before you act!
With our expertise and experience in advising clients on portfolio creation, we match your goals with financial investments that help you in realizing them.
invest
It is time to put your plan into action
Once a plan has been created, it is time to put it into action. Our technology platform makes it easy to invest in different asset classes and track your portfolio performance.
prosper
Staying vigilant to keep on track
Wealth creation is not a one-time activity. Our team carefully looks at rebalancing opportunities so that your portfolio performs as per plan.
ABOUT FINCART
Fincart is a financial planning and advisory platform that helps individuals and businesses manage their finances effectively. It offers a wide range of services, including investment planning, retirement planning, tax optimization, and insurance analysis. With a user-friendly interface and personalized recommendations, Fincart empowers users to make informed financial decisions. Its goal is to simplify financial management and provide clients with the tools they need to achieve their financial goals. Whether you’re saving for retirement or planning for a major purchase, Fincart can assist you in reaching your financial milestones.
CHOOSE YOUR PLAN
A plan that takes a holistic view of your short and long term financial goals. Our
experienced advisors create a detailed plan that helps you achieve them.
FINANCIAL PLANNING
Financial Planning includes setting financial goals, planning for taxes, building an emergency fund, managing debt, planning for retirement, and creating an estate plan.
INVESTMENT PLANNING
The goal of investment planning is to strike a balance between risk and reward. An investment advisor can create a diversified portfolio that maximizes potential returns.
GOAL PLANNING
Goal-based investing solely focuses on your Dreams and Aspirations. It enables you to allocate your hard-earned money to achieve all your short, medium, or long-term goals.
CHILDREN EDUCATION
Bless your child with the best education opportunities with financial safety. Your child will be able to fulfil his/her dreams and career goals.
RETIREMENT PLANNING
We believe in empowering you to enjoy the retirement phase of your life that is free of financial worries or constraints.
TAX SAVING
We offer a suitable tax-saving plan that can help reduce the burden of taxes and maximize your savings. Such investments help you save taxes and still earn equity linked returns.
COMPREHENSIVE SOLUTION
We prioritize delivering customized, innovative solutions to drive our clients’ growth. Our approach sets us apart, as we don’t rely on generic strategies. Instead, we develop specific plans to ensure our clients reach their goals. We guarantee that you accomplish in:
BE READY
Emergency Fund Planning
protect yourself & family
Insurance Planning
goal based investing
Achieve Your Goals Confidently With Planned Investment.
retirement planning
Live A Dignified Retired Life With Apt Retirement Planning Solutions.
estate planning
Transfer Your Hard-Earned Money In The Most Tax Efficient Manner.
tax
Plan & Save Taxes & File Your Income Tax Returns On Time.
we filter it for you
We help you navigate across a sea of financial products.
There are more than 10,000 financial products. Based on research, our team selects a handful of investment instruments as per your risk profile & life goals.
mutual funds
life insurance
fixed deposits
health insurance
alternative investment funds
digital gold
portfolio management services
still having doubts?
Watch our video to answer your questions of common fear.
TRACK YOUR PROGRESS
Your goals are important to us. We track & navigate investments based on market movements, so that you reach your life financial goals, surely & safely.
you get to choose
SEEK PROFESSIONAL HELP
We are accountable for your money. Our trained professionals take complete responsibility of helping you achieve your goals. They help you plan, invest & navigate your investments to the right direction.
testimonials
What Our Clients Say About Us
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