FINNICS Financial Services
Financial Services - Mumbai, Maharashtra, India
FINNICS Financial Services Employees
FINNICS Financial Services Senior Management
FINNICS Financial Services Details
A professional firm working in the field of Personal Financial Consulting since last 12 years."FINNICS Financial Services" was incorporated in the year 2015 and within a short span, we have grown to >350 happy families spread across the world and the number is growing by the day. We provide personalized service in following areas;· Investment planning - Mutual Funds, PMS· Insurance planning - Term Insurance, Mediclaim, Critical Illness Cover, Home Insurance etc · Tax planning - Personal Income Tax, Capital Gains Tax etc.· Retirement planning - Pension Plans, NPS· Home Loans· Estate planning - Will WritingWe have also conducted investor awareness programs in various parts of India as well as overseas e.g. Bahrain for NRIs.The client engagement starts with risk profiling and follows 6 steps process of Financial Planning i.e. Trust, Data Gathering, Analyze, Strategize, Implement, Review & Monitor.
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