• We help you Invest
    and grow your money better.
    Scroll down to see how we can help you navigate
    the turbulent world of personal finance and investments.

Some questions that our solution will answer:

Are you saving enough ? Are those savings invested in the right place ? Where and how should you invest ?
Beat Inflation

Beat 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

Life Goals

Get what you want in life - with planning and small monthly investments.


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

Diversification

Diversification

Don't put all your eggs in one basket - Explore various investment asset classes


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

Our Advisory solution takes care of your Personal Finance needs.


Planning & Advisory >> Mutual Funds >> Stocks >> Insurance >> HNI Alternative Investments

How does our service from Finqa work ?

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.
Want to experience our service and performance before you signup for an Investment plan ?

Try our Starter Plan - It let's you get started, with small monthly investments
Get better returns from the money dormant in your savings account.
It also optimizes your investments in a tax efficient manner
Rs 2500 /-
Monthly Savings + Tax Savings Investment Planning
  • Financial Assessment
  • Risk Profiling
  • Plan for Investing monthly savings
  • Tax saving optimized investments
  • All requisite paperwork
Rs 6000 /-
Comprehensive Investment Planning
  • Financial Assessment
  • Risk Profiling
  • Plan for Investing monthly savings
  • Tax saving optimized investments
  • Lumpsum Investments upto Rs 25 lakhs
  • All requisite paperwork
  • All year round Advisory Services
Rs 24000 /-
All inclusive services for premium clients
  • Financial Assessment
  • Risk Profiling
  • Existing Portfolio Review
  • Financial Planning
  • Wealth Management
  • Active Portfolio Management
  • Alternative Investments
  • All requisite paperwork
  • All year round Advisory Services

...

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

Ask Here. Or Get Started Here.