What Do We Offer

Well it’s a challenging question, given to understand the long history where for many years financial institutions like banks and Insurance companies have sold a variety of financial products, from Insurances to pensions and other high-risk or under-performing investment products to investors. Though the products aren’t necessarily wrong but they’ve often been sold to the WRONG PEOPLE at WRONG TIME at WRONG PRICE.

People come from all walks of life, and have a variety of needs, and concerns, but there are some similarities in what they are looking for. Everyone wants to protect what they’ve accumulated whilst ensuring their assets are working for them. Finally, everyone wants to attain and maintain financial independence at a certain level, and ensure their wealth is available for future generations.

At the outset we want to remove the bias created through selling financial products, we are here to provide services only. We help you to find your True Financial North (TFN) to achieve your financial security. Our endeavour is to guide you in the right direction based on your existing scenario and realistic goal setting.

The process involves planning of an effective investment strategy according to the investor’s risk appetite and financial goals, after taking into account the time horizon and impact of taxation & inflation on the returns. Portfolio building is done after identifying the most appropriate portfolio mix of investment options, including shares, bonds, mutual funds, bank deposits, real estate. At FINART ADVISORY™ we believe that direction is so much more important than speed.

This isn’t just about numbers only because if so, one could arrive at a decision and execute plans by using computer software. In fact, that’s what we at FINART ADVISORY™ use, latest technology to get to the number crunching part of our work but with the foundation deeply set in core human values which allows us to provide realistic and genuine advice.

The people in our team bring their own specific talents to the mix, to keep up with the motto of FINART ADVISORY™ i.e. “To maintain what you have and deliver what you aspire”.