It's more than Finance, It's about your Future.

Building lasting financial partnerships amidst changing landscapes: Your trusted source for valuable investment solutions.

It's more than Finance, It's
about your Future.

Our investment consultants and portfolio managers
guide you to your financial future by curating
bespoke solutions to maximize your wealth.

Get Started

It's more than Finance, It's
about your Future.

Our investment consultants and portfolio managers
guide you to your financial future by curating
bespoke solutions to maximize your wealth.

Get Started

It's more than Finance, It's
about your Future.

Our investment consultants and portfolio managers
guide you to your financial future by curating
bespoke solutions to maximize your wealth.

Get Started

It's more than Finance, It's
about your Future.

Our investment consultants and portfolio managers
guide you to your financial future by curating
bespoke solutions to maximize your wealth.

Get Started

Why choose us?

Transparency

While SEBI does everything to make sure that the investors are protected in every possible way, we make sure that our relationships go beyond what we are regulated to do.

Online Investment

Paperless investing which can work on click of a device and allows purchases, SIP, STP, Switch & redemption of any fund house.

State of Art Platform

The system has been devised to take care of your various assets and give you a one stop view of your total corpus without manual intervention, giving self reliance.

Protecting your Wealth

However complex the situation, we work with you and your advisors to address your family, tax and legal requirements.

Business Succession & Liquidity planning

We help you to draft business succession & will for carrying a flawless execution to your next generation, helping plan liquidity with proper balance of loans, cost of funds and assets .

Promoting Intergenerational Planning

Approach carried involves all generation to discuss succession. It includes succession planning, family governance, legacy building & wealth transfer.

Read my Book

An Introspective Mind - Cricketer Turned Writer

The book is a compilation of the best articles written by Sourajeet Pradhani and published in various newspapers.

Our Services

Mutual Funds
Life Insurance
Health Insurance
PMS / AIF
Home Loans
Tax Saving
Corporate Deposits
dv
P2P Lending
Bonds
Child Future Saving
Retirement Saving
Stock Broking

What Our Clients Say

“Fincist has been a game-changer for my small business. The personalized insights and support I receive have given me the confidence to navigate the complexities of financial management. It’s not just a platform; it’s a partner that understands my unique needs and goals.”

Pradeep Mehta, 35

Small Business Owner
“I’ve always been fascinated by technology, and Fincist beautifully blends cutting-edge analytics with a human touch. The intelligent insights provided by the platform have significantly improved my investment decisions. It’s the ideal platform for anyone looking to embrace the future of finance.”

Alok Mishra, 28

Tech Enthusiast
“Managing finances while juggling work and family can be overwhelming. Fincist has been a lifesaver for me. The simplicity of the interface, combined with the personalized support, makes it incredibly user-friendly. Now, I can confidently plan for my family’s future without the stress.”

Kamala Muthappa, 45

Working Professional and Mother
“As a student exploring the world of investments, Fincist has been my go-to platform. The educational resources provided are invaluable, helping me understand the intricacies of finance. It’s not just an investment platform; it’s a learning hub that’s shaping my financial journey.”

Nikita, 18

Student and Aspiring Investor
“I’ve been investing for years, and Fincist has brought a fresh perspective to my portfolio management. The combination of technology and the community-centric approach has enhanced my experience. It’s a platform that adapts to my evolving needs, providing a holistic view of my investments.”

Rajesh Kapoor, 50

Seasoned Investor

Get the app & Invest hassle free

Invest

Invest in Mutual Fund schemes.

Access

Access to hand picked list of selected funds

Track

Check your portfolio anytime anywhere.

Download the App Now!

Financial Calculators

Our Partners