• Do you Invest and
    Manage money on your own ?
    Are you happy with the results ?
    Scroll down to see if we can help you do a better job

Why is investing money on your own, usually sub optimal ?


Are you saving enough ? Are those savings invested in the right assets ? Are they growing enough to meet your future needs ?
The correct answers to these questions require a certain level of expertise and financial acumen.
Beat Inflation

Are you beating Inflation ?

If your money is in a Savings account or Fixed Deposit, you may actually be losing money


e.g. With current inflation rates of about 8%, a savings acc with 4% / FD around 6.3% reduces the value of your money.

Life Goals

Will you meet your Life's Goals ?

Are your investments in the right growth assets to meet your future needs ?


e.g. Downpayment for a house | Children's future education and marriage | Your dream vacation | Retirement Income etc.

Diversification

Is your portfolio diversified enough ?

Have you put all your eggs in one basket like Real Estate or only Equity ?


e.g. Your investment portfolio should have a healthy mix of Equity, Debt, Gold and Real Estate assets for optimal growth.

At FINQA, we help you with the right answers to YOUR questions.


Our solution includes the following


Financial Planning || Investment Advisory || Insurance Planning || Taxation || Portfolio Reporting

Who is our service for ?

Doctors, Lawyers, IT Professionals, Managers, MBA's, CA's etc etc.

Basically, anyone who makes money and would like to see their money work harder.

So what will you get once you sign up for a plan from Finqa ?


Apart from peace of mind, our plans include the following:

1

Understanding your requirements?

Review of your financial portfolio - mutual funds, stocks, insurance policies, etc.

2

Step-by-step Actionable Plan

Answers on what you need to do and where
and how your money should be invested.

3

End to end Implementation

We do all the paperwork and
formalities to get you started right away.

4

Monitoring and Reporting

Regular updates on your portfolio's performance and changes if required.

5

Anytime Advisory all year round

You can call us if you have any needs or questions about your personal finances.

Get started - Select a plan that works best for you below

Rs ..0.. Forever Free Plan
Monthly Savings + Tax Savings Plan
  • Financial Assessment
  • Risk Profiling
  • Plan for Investing monthly savings
  • Tax saving optimized investments
  • All requisite paperwork
  • Investments upto Rs 1.2 lakhs
Rs 2,500 Annually
Monthly Savings + Tax Savings Plan
  • Financial Assessment
  • Risk Profiling
  • Plan for Investing monthly savings
  • Tax saving optimized investments
  • All requisite paperwork
  • Investments > Rs 1.2 lakhs p.a.
Rs 6,000 Annually
Comprehensive Investment Planning
  • Financial Assessment
  • Risk Profiling
  • Plan for Investing monthly savings
  • Tax saving optimized investments
  • All requisite paperwork
  • All year round Advisory Services
  • Investments upto Rs 25 lakhs
Rs 24000 /-
All inclusive premium service
  • Financial Assessment
  • Risk Profiling
  • Existing Portfolio Review
  • Financial Planning
  • Wealth Management
  • Active Portfolio Management
  • Alternative Investments
  • All requisite paperwork
  • All year round Advisory Services
  • No limits on Investments

Our simple 6-step process for managing your money better

financial security and a better future for you and your family.
Beat Inflation
The first step is to select the investment advisory service that you need.

Are you looking at investing your monthly savings ?
Do you need to invest a lumpsum amount ?
Beat Inflation


After selection, sign up and make the payment for your selected plan.
Beat Inflation
After completion of the sign up process, our Financial Advisor will get in touch with you

A telephonic consultation call to ensure we understand your needs completely
Data collection about your current financial investments, savings and expenses
Beat Inflation
Once we receive the data from you, our team will create

A customised Investment plan for you.
Beat Inflation
A draft copy of the Investment Plan will be emailed to you.

You will be required to review it and send in your feedback.
After a telephonic review call, we will create the final plan applicable for you.
Beat Inflation
Once you have approved the Final Investment Plan

Our team will help you with the implementation process.
We will take care of all the necessary paperwork and associated formalities.

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Still have a question(s) about how our service works or what you will get as a deliverable ?

Ask Here Or Get Started >>

Read more about us here:

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