Let’s Simplify Your Financial Journey Together!
Certified financial consultants with over 20+ years of experience
WHO IS A FINANCIAL CONSULTANT?
The term financial consultant is similar to a financial advisor. We provide personalized financial planning services to help you to take the next step toward achieving your financial goals. Just like you, we all have some dreams, and some goals we wish to achieve
From retirement planning to a child’s higher education planning, from dreaming of buying your own house to purchasing your dream car. A financial consultant becomes our rescuer and gives us direction on our financial journey!
FINANCIAL HEALTH CHECKUP
1. Answer a few questions
This will take 5-7 minutes, and help us understand your financial status.
2. Get a health report
See a holistic view of your financial health, from investments to insurance and more.
3. Stay on top
Our recommendations will help you improve your score and maintain your finances.
LET’S CONVERT YOUR DREAMS INTO REALITY
Based on your needs & requirements, our expert financial consultants pen down a customized
financial plan for you! Your financial planning plan includes:
Emergency
Fund
Risk Protection Via Insurance Planning
Goal
Planning
Investment Planning
Retirement Planning
Tax Planning
& Saving
Integrating Your Existing Investments
Estate
Planning
CONNECT WITH OUR FINANCIAL
CONSULTANT, TODAY!
WHY DO YOU NEED A FINANCIAL CONSULTANT TO ACHIEVE YOUR GOALS?
Due to the abundance of financial products available in the market today, it can be difficult to identify those that give short-term and long-term gains aligned with your financial planning goals. This is where our team of financial advisors are professionals, understand finance, and can maximize your returns.
Financial goals: A good financial consultant understands your financial goals and helps you in achieving them. We will identify the best plans for your needs and make your investment grow.
Knowledge: Financial advisors and planners know the nitty-gritty of various instruments and have a deep understanding of complex products. We are exclusively tailor-made to your requirements and needs with a comprehensive financial plan.
Save time: You don’t have to worry about managing your portfolio, as we are reviewing the performance of your funds. Having a financial advisor takes off a huge task off your plate.
WHY CHOOSE FINCART AS YOUR
FINANCIAL CONSULTANT?
- At FINCART, it all begins with YOU. As part of our process, we spend time understanding your needs and assessing them.
- Create a financial plan that helps you achieve your life goals with confidence.
- Research-backed investment products that go beyond mutual funds.
- Our team of professionals will track your financial progress and ensure that you reach your financial goals.
- We empower, educate, and enable clients to reach their goals, leaving them much better off than when we acquired them.
- With our client-centric approach, we thrive on honest advice and responsiveness.
- We believe that consistently delivering to clients' expectations will help us build our service's excellence. We have acronymed these values as E-SPIRE.
WHATS OUR CUSTOMERS SAYING
ABOUT US
Fincart is India’s user friendly online investment platform. Built on robust technology,
reserved.