About Us
In our capacities as salaried and professionals, we have observed a notable deficiency in access to integrated financial services among individuals in similar situations. This deficiency results in a fragmented perspective on their financial circumstances. Taxation is often managed through informal advice from acquaintances and online resources, leading to potential gaps in compliance and understanding.
During the COVID-19 pandemic, we observed significant financial challenges among our network of salaried and professional individuals. This prompted us to delve deeper into the factors influencing financial decisions. After conducting a study involving 600+ participants, we discovered a lack of a comprehensive approach to financial management. Each person has unique expectations from financial management, and many are acting as their own financial integrators. Motivated by this, we initiated FinVest with a mission to address these diverse financial needs with a mission to
“Spread financial literacy in salaried and professional people and help them take control of their finance. “
We are a digital and branding company that believes in the power of creative strategy and along with great design.
We are a digital and branding company that believes in the power of creative strategy and along with great design.
How It Works?
Discover the five essential steps to your success:
01
Understanding You
Our journey begins with an in-depth initial consultation and a comprehensive data collection questionnaire, enabling us to understand your unique circumstances.
02
Needs Analysis
We analyze your individual needs, identifying your specific goals and circumstances to tailor financial advice just for you.
03
Proposal and Education
We present a detailed proposal, providing a comparative analysis and empowering you to make well-informed decisions.
04
Decision-Making and Execution
When you're ready, we guide you through decision-making and execution, expertly handling critical tasks.
05
Ongoing Monitoring
We continuously monitor and align your strategy, making necessary adjustments as needed to keep you on the path to success.
How It Works?
Discover the five essential steps to your success:
01
Understanding You
Our journey begins with an in-depth initial consultation and a comprehensive data collection questionnaire, enabling us to understand your unique circumstances.
02
Needs Analysis
We analyze your individual needs, identifying your specific goals and circumstances to tailor financial advice just for you.
01
Collect Ideas
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02
Data Analysis
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03
Finalize Product
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“Vivamus sagittis lacus vel augue laoreet rutrum faucibus dolor auctor. Vestibulum ligula porta felis euismod semper. Cras justo odio consectetur nulla dapibus curabitur blandit.”
Coriss Ambady
Financial Analyst
“Vivamus sagittis lacus vel augue laoreet rutrum faucibus dolor auctor. Vestibulum ligula porta felis euismod semper. Cras justo odio consectetur adipiscing dapibus curabitur blandit.”
Cory Zamora
Marketing Specialist
“Vivamus sagittis lacus vel augue laoreet rutrum faucibus dolor auctor. Vestibulum ligula porta felis euismod semper. Cras justo odio consectetur adipiscing dapibus curabitur blandit.”
Nikolas Brooten
Sales Manager
Coriss Ambady
Financial Analyst
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Cory Zamora
Marketing Specialist
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Nikolas Brooten
Sales Manager
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Jackie Sanders
Investment Planner
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Laura Widerski
Sales Specialist
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Tina Geller
Financial Analyst
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120+
Companies Employees
400+
Families
60CR+
Income Under Management
20CR+
AUM
With over 20 years of combined experience in financial solutions, we specialize in client-oriented results and rustworthy delivery. Our approach is guided by a long-term focus, recognizing the uniqueness of everyone’s financial approach. As a digital-first enterprise, we follow streamlined processes, adhering to ethical business practices. Our commitment includes confidentiality, a clear fee structure, and compliance with regulations, providing a flexible and reliable partnership tailored to your needs.
A few reasons why our valued customers choose us.
Customized Solutions
Our solutions are tailored to each client's unique financial goals and circumstances.
Trustworthy expert Advice
Trust is the cornerstone of our relationship with clients, built on consistently reliable advice.
Professional Delivery
Our services are delivered with the utmost professionalism, ensuring clients receive expert financial guidance.
Top-Notch Support
We provide top-notch support, offering a helping hand at every step of our clients' financial journeys.
Comprehensive Analysis
Our in-depth analysis covers all aspects of a client's financial situation for informed decisions.
Focused on Client Goals
We align our efforts with clients' goals, making their aspirations our mission.
Confidentiality
Client data and information are handled with the utmost confidentiality and security.
Tax Optimization
We help clients minimize tax liabilities while maximizing returns on investments.
Long-Term Vision
We focus on long-term financial objectives, ensuring stability and growth.
Regular Performance Reviews
We conduct regular reviews to fine-tune strategies for optimal results.
Ethical Business Practices
Ethical standards govern all our financial dealings.
Satisfied Referrals
Many clients come to us through referrals, a testament to our satisfied clientele.
Flexibility in Services
Services are adaptable to changing client needs and goals.
Streamlined Processes
Our processes are designed for efficiency and ease of use
Clear Fee Structure
Fees are transparent and easy to understand.
Compliance with Regulations
Our practices adhere to all relevant financial regulations.
Financial Literacy Workshops
We offer workshops to enhance clients' financial knowledge.
A Strong Commitment to Client Success
Above all, our commitment to client success is unwavering.
A few reasons why our valued customers choose us.
Customized Solutions
Our solutions are tailored to each client's unique financial goals and circumstances.
Trustworthy expert Advice
Trust is the cornerstone of our relationship with clients, built on consistently reliable advice.
Professional Delivery
Our services are delivered with the utmost professionalism, ensuring clients receive expert financial guidance.
Top-Notch Support
We provide top-notch support, offering a helping hand at every step of our clients' financial journeys.
Confidentiality
Client data and information are handled with the utmost confidentiality and security.
Tax Optimization
We help clients minimize tax liabilities while maximizing returns on investments.
Long-Term Vision
We focus on long-term financial objectives, ensuring stability and growth.
Regular Performance Reviews
We conduct regular reviews to fine-tune strategies for optimal results.
Flexibility in Services
Services are adaptable to changing client needs and goals.
Streamlined Processes
Our processes are designed for efficiency and ease of use
Clear Fee Structure
Fees are transparent and easy to understand.
Compliance with Regulations
Our practices adhere to all relevant financial regulations.
