Our Services
Comprehensive Financial Solutions for Every Need
Personal Financial Planning
Build a financial roadmap tailored to your life goals, risk profile, and cash flow.
Budgeting & goal mapping
Retirement planning
Emergency fund structuring
Children’s education planning
Investment Services
Get expert Distribution of Mutual Funds, ETFs, SIFs, and AIFs,
Mutual fund portfolios (equity, debt, hybrid)
ETFs & index strategies
SIF & AIF (for eligible investors)
Thematic investing (e.g., ESG, global, sectoral)
Insurance & Risk Management
Protect your family, income, and future with goal-aligned insurance planning.
Life insurance (term, ULIPs, traditional)
Health insurance (individual, family floater, critical illness)
Asset and liability protection
Insurance reviews and optimization
Tax-Efficient Wealth Building
Maximise returns while optimising your tax outgo using compliant strategies.
ELSS, PPF, NPS, 80C/80CCD optimisation
Tax-efficient fund structures
Capital gains planning (debt, equity, real estate)
Global & Alternative Investments
Diversify with global equities, REITs, InvITs, digital assets, and structured products.
International mutual funds and ETFs
REITs & InvITs (India & overseas)
Gold (SGB, ETFs, digital)
Oversees investment opportunities
Comprehensive Retirement Solutions
Plan for post-retirement income, lifestyle security, and legacy creation.
NPS Tier I & II structuring
Annuity vs drawdown models
Senior citizen products (SCSS, PMVVY)
Succession & estate planning support
Loans & Credit Advisory
Smart loans starts with the right strategy — we help you manage loans with confidence.
Home Loans
Loan Against Property (LAP)
Personal Loans, Education Loans, Car Loans
Business Loans (MSME, Working Capital, Term Loans)
Credit Score & Liability Management
Refinancing & Consolidation
At Finkasha, we provide a comprehensive range of financial services designed to help you achieve your goals.
Whether you’re an individual seeking to grow your wealth or a business looking for strategic financial solutions, our services are tailored to meet your specific needs.
Our Values
Why Choose Finkasha- The Foundation of Everything We Do
Truthful Communication
We communicate openly and honestly, building trust through transparency at every step.
Client-First with Compassion
Success Through Collaboration
Excellence in Service
Accountability in Action
At Finkasha, our core values are the cornerstone of everything we do.
VISION
We envision a future where:
Financial confidence is accessible to everyone, and smart decisions lead to strong, secure lives.
Finkasha aims to be a nationally trusted name in financial industry — setting new benchmarks in:
Quality
Innovation
Ethical financial planning
We blend global best practices with a deep understanding of local needs. Guided by values of integrity, compassion, collaboration, excellence, and accountability, we work to make financial well-being not just a goal—but a way of life.
Together, with our clients, partners, and community, we are building a brighter financial future.
MISSION
At Finkasha, our mission is simple:
To help people feel confident, secure, and empowered in their financial journey.
We believe that financial advice should be:
Honest — grounded in truth and transparency
Clear — free of jargon and easy to understand
Caring — tailored with empathy and deep listening
Whether we’re building a financial plan, offering investment guidance, or simply checking in, we are committed to doing what’s right for you — with integrity at every step.
Your goals, your peace of mind, and your success define our purpose.
