• 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

Life Goals

Will you meet your Life's Goals ?

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

Diversification

Is your portfolio diversified enough ?

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



Do you leave your monthly savings in your bank account ?


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



Do you want to know where you should invest your money ?


There are various investment options which can give you returns ranging from 9 to 15% per annum.



Are your investments tax optimized ?


You can save upto Rs 45,000 via Section 80c and more via sections 80CCE, 80D etc



Are you saving AND investing enough for the Future ?


Will you have enough money for your children's education and your retirement ?



Are you taking advantage of a Diversified Portfolio ?


Your portfolio should have a mix of Equity, Debt, Gold and Real Estate assets for optimal Growth and Safety.



Do you think you can retire with a corpus of Rs 100 crores ?

Sounds too much ? Ok how about Rs 50 crores ?

If you are 25 years old,
and If you invest Rs 15,000 per month,
increasing at 10% and with a return of 15% per year

At FINQA, we help you with the right answers and advice


Sign up for one of our plans today.

Who and What 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.

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

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
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
  • 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
  • No limits on Investments

???

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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