Maximize Your Wealth Expert Investment Planning and Advisory Services
Unlock Your Financial Potential with Fincart Investment Consultant
Our investment advisory services will help craft personalized strategies and recommend the best investment options tailored to your financial goals. Partner with our investment consultant and investment planner to begin your journey and maximize your returns!
GET IN TOUCH
Investment Planning Services Best Solutions for Your Financial Goals
In the realm of investment planning, an advisor plays a crucial role in guiding individuals and firms toward their financial goals. These professionals may be categorized as asset managers, wealth managers, investment consultants, or financial advisors. Regardless of their title, their primary mission is to provide expert advice and strategies tailored to your specific investment needs. Investment advisors are instrumental in helping you identify suitable investment opportunities, manage your portfolio effectively, and navigate the complexities of the financial markets. As a leading investment advisor firm, we assess your financial situation, risk tolerance, and long-term objectives to curate a personalized investment strategy. At Fincart, our team of experienced professionals is dedicated to providing you with tailored solutions and expert guidance. As a trusted investment advisory firm, we empower you to make confident investment decisions.
Top Investment Planning Mistakes to Avoid
Not setting clear financial goals
A well-defined goal helps you choose the right investment options, instills discipline, and allows you to measure progress.
Not diversifying your portfolio
Instead of investing all your money in a few stocks, spread it across various assets, so even if one sector or investment performs poorly, others can help make up for it.
Waiting too long to start investing
If you give your money more time to grow, it can take advantage of compound interest, meaning your returns will generate their own returns.
Not planning for emergencies
Having an emergency fund to deal with unexpected circumstances can save you from prematurely selling your investments. Not having one can derail your long-term investment planning.
Timing the market
Waiting for the perfect time to buy or sell often leads to investors missing out on achievable returns. It’s best to go in with a plan that focuses on consistent contributions, a diversified portfolio, and a long-term vision.
Not monitoring your portfolio
Review your portfolio regularly to ensure it doesn’t stray far from your goals and risk tolerance. Keeping a watchful eye also helps you identify which assets are underperforming.
Choosing the Best Investment Planning Service Provider
Selecting the right investment planning service provider is crucial for your financial success. Look for a provider with a proven track record, extensive experience, and a solid reputation in the industry. Ensure they offer personalized strategies tailored to your unique financial goals and risk tolerance. Transparent fee structures, professional credentials, and a commitment to client education are also essential factors. At Fincart, we pride ourselves on delivering expert guidance, customized solutions, and dedicated support to help you navigate the complexities of investment planning and achieve your financial aspirations.
Our Services
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.
RISK MANAGEMENT
Life is unpredictable, but your finances don’t have to be. Risk management helps you safeguard your assets, mitigate uncertainties, and stay financially resilient — no matter what lies ahead.
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.
Key Advantages of Investment Advisory Services in India
Investment advisory services in India offer numerous benefits to help you achieve financial success.
Why Early Investment Planning Is Key to Wealth Creation
When you start your investment planning early, you give your money more time to earn compound interest. This is the interest you earn on both your principal investment and the interest it has already earned – basically the interest earned on interest. For example, if you start with Rs. 100 and earn a 10% interest annually, you’ll earn Rs. 10 after one year. However, in the following year, you’ll earn 10% interest on the new total of Rs. 110, not just the original Rs. 100. This effect is slow at first, but it becomes more and more apparent as time goes on. Thus, the earlier you start, the more quickly your wealth grows.
A Word from Our Clients
Fincart has a very supportive team. They explained each & every query in a very well & simple manner so that I can understand easily. RMs are very professional, they understand your goals and suggest the best plan for investment, and they don't put any pressure for investment. Overall good experience.
It has been a seamless experience with Fincart in the pursuit of planning my finances. Ritu has been a true professional and helped in understanding future needs and choose right investment options. She displayed high levels of patience as I tend to ask so many questions. I look forward to a long term relationship with Fincart.
I am now associated with Fincart for more than a year and feeling secured about financial stability gained and investments in place. Many thanks to Ambika; she has been resourceful throughout with right knowledge and available for any queries. Regular reviews are helping to have two way conversations and take required corrections as necessary. I am a proud promoter of Fincart..!
A Word from Our Clients
How Fincart Simplifies Investment Planning for You
At Fincart, we are committed to putting your needs first. Our personalized approach ensures that your investment plan reflects your unique financial goals, risk tolerance, and financial situation. Our expert advisors will guide you from the first step to the last, and educate you throughout the process about different financial products, investment planning strategies, and tax-saving investments. Furthermore, we regularly review portfolios and suggest changes, rebalancing them as needed to ensure they stay aligned with your goals, circumstances, and market conditions.
BLOGS
FAQs
How to file an income tax return for free?
You can file an income tax return for free by visiting the official Income Tax e-filing portal, logging in with your PAN, and using the “Prepare and Submit Online” option to complete and submit your return without any charges
What is the deadline for e-filing income tax returns?
For the financial year 2023-24, the deadline to file ITR without incurring a late fee was July 31, 2024. Taxpayers could still submit a belated return—with penalties—until December 31. A similar timeline is anticipated for AY 2025-26, with July 2025 as the initial cut-off.
How do I correct errors in my e-filed tax return?
To correct errors in your e-filed tax return, log in to the Income Tax e-filing portal, go to ‘e-File’ > ‘Income Tax Return’, and select ‘Revised Return’ under the filing type. Submit the corrected return with updated details.
Can I file a revised return after e-filing my tax return?
Yes, you can file a revised return after e-filing your tax return. Simply log in to the Income Tax e-filing portal, choose ‘Revised Return’ under the filing type, and submit the updated details before the deadline for revisions.
What is the difference between e-filing and manual filing of tax returns?
E-filing is the online submission of tax returns through the Income Tax portal, offering speed, accuracy, and instant acknowledgment. On the other hand, manual filing involves physically submitting paper forms to the tax office, which is slower and more prone to errors or delays.
What is the penalty for late e-filing of income tax returns?
For FY 2024-25, if you file your income tax return after the due date (31st July 2025), a penalty of up to ₹5,000 may apply under Section 234F. However, if your total income is ₹5 lakh or less, the maximum penalty is limited to ₹1,000.
How do I verify my e-filed income tax return?
You can verify your e-filed income tax return through multiple options on the Income Tax e-filing portal:
- e-Verify using Aadhaar OTP
- Generate EVC via bank account, Demat account, or net banking
- Send a signed ITR-V to CPC, Bengaluru
Verification must be completed within 120 days of filing to process your return.
How to Check Online Income Tax E-Filing Status
To check the status of your online tax filing, follow these simple steps:
- Visit the official Income Tax e-filing portal.
- Log in using your PAN and password.
- Go to the ‘e-File’ menu and select ‘Income Tax Return’.
- Click on ‘View Status’ to see the current progress of your return.
By following these steps, you can easily track the status of your online income tax filing.