Go Beyond Financial Wellness
We invite you to embark on a lifelong journey of financial fitness with Finnovate
Presenting Finnovate,
your partner in getting financially fit
Building prosperity needs discipline, clear long-term planning, and expert guidance - and Finnovate is right there with you every step of the way. We aim to help you handle money matters safely, surely, and swiftly, making you financially fit to achieve all your aspirations.
Driven by tech, trusted by the best
Dr. Ramakant Deshpande
Cancer Surgeon
Financial checkups are Easy, Fast, and Reliable
Get a personalised, perfectly clear roadmap to your financial fitness
FinnFit test
Begin with our FinnFit test, a quick assessment of your financial status and goals. This test sets the stage for expert guidance tailored to your unique needs.
Consultation
Hop on a free consultation call with us. We’ll take notes on your money matters to understand you and your situation better.
Analysis
We evaluate your current financial standing and identify areas that need attention. This analysis forms the basis for crafting a practical plan for you.
Support and guidance
Once the roadmap is set, we help you navigate it with confidence, whether diversifying your portfolio, investing, or managing money.
Be Financially Fit forever
Join our FinnFit membership program, where you don’t just make smart financial decisions
but also ensure your wealth is in great health, come what may.
AI platform to build prosperity
safely, surely, swiftly
We're not just about budgets and numbers. Our Advanced AI-based wealth tech platform
empowers you with the financial wisdom you need to own your future.
Financial
Fitness planning
Experience financial planning like never before with our unique algorithms and expert insights, guiding you toward financial freedom.
Multi-asset
investing
Put your financial strategy to work through our user-friendly platform to diversify your portfolio with research-backed options.
Track your financial
journey
Our dynamic, easy-to-use interface gives you a bird’s eye view of all your investments. And if you need advice, it shows you what to do!
Our founding pillars
Dream Goal Planning
Cashflow Management
Budgeting and Tax
Navigate
Tax Efficiency
Loan Management
Strategic Loan and Debt
Management
Ready to get your finances in shape?
All it takes is 30 minutes for a full financial assessment, for complimentary!
Our triple advantage
Strategy
Focus on long term financial fitness
Prudent growth approach towards investments
Hybrid Tech+Advisor lead business model
Capabilities
Centralised investment advisory
AI-driven tech platform
High quality, experienced and certified team
Values
Transparency in customer engagement
Customer empowerment through education
Advice centred around a customer success first approach
Strategy
Focus on long term financial fitness
Prudent growth approach towards investments
Hybrid Tech+Advisor lead business model
Capabilities
Centralised investment advisory
AI-driven tech platform
High quality, experienced and certified team
Values
Transparency in customer engagement
Customer empowerment through education
Advice centred around a customer success first approach
Don't take our word for it, take theirs
“Goals are almost accomplished”
They just didn't help me channel my money but today 11 years later, my goals are almost accomplished from few years earlier than expected.
Mr. Rohit Pant
President, Emerging Pharmaceutical
“They truly care for my and my family's financial fitness.”
They've helped me become worry-free about my financial freedom and even find 'my enough'. Now, I am building a philanthropy fund to continue to do good for the community after I retire.
Dr. Mukesh Gupta
Renowned Gynecologist
“My entire portfolio is absolutely Green”
The best part of working with Finnovate is my entire portfolio is absolutely green, I don't see any red marks so hats off to the team.
Ms. Nishita Mantry
RStartup Coach
