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INTRODUCING FINMONKS
YOUR TRUSTED
WEALTH PARTNER
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Financial Advisory
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Financial Broking
& Distribution
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WHY CHOOSE US
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WE HELP YOU MEET YOUR
FINANCIAL GOALS

We have our small and big needs and aspiration for present and future. We help you to identify, prioritize and quantify your Future Goals and then we work with you to reach there!

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WE PUT MORE MONEY
IN YOUR POCKET

On and average we increase our customer's savings in significant double digits by using our properiatory technology to analyse right from those little restaurant spends to money draining financial investments!

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WE BUILD SUPERIOR
INVESTMENT STRATEGY

We make the best use of modern finance & technology work for you. On basis of your goals, risk profile & financial details we run millions of simulations to create a custom portfolio that meets your needs!

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WE PARTNER FOR
LIFE

Effective financial management needs continuous hand holding for life. We review your financial plan every 6 months and continuously make dynamic adjustments to reach your financial goals

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WE PLAN FOR
FINANCIAL EMERGENCIES

97% of Emergencies result in financial bankruptcy for the family. We ensure that this is never the case for our customers. Our customers are financially prepared to face emergencies like loss of job, hospitalization and loss of life

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YOUR FINANCIAL LIFE IN
ONE PLACE

All aspects of finances are interconnected in life. They don't exist in silos which is why we made one platform to build, implement and manage all your financial decisions. All of this accessible by you anytime and anywhere

FINANCIAL PLANNING PROCESS
01
Establishing Relationships
02
Data Gathering & goal expectation
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Data Analyzing & Evaluation
04
Plan Presentation & Recommendation
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Plan Monitoring & Review
06
Implementing Financial Plan
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Data Analyzing & Evaluation
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Plan Presentation & Recommendation
02
Data Gathering & goal expectation
05
Plan Monitoring & Review
01
Establishing Relationships
06
Implementing Financial Plan
FREE FINANCIAL HEALTH CHECKUP
A quick financial health checkup for your needs...
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Buying a property
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Child's future

We will launch online calculator very soon mean while you can reach us on contact@finmonks.com

Child's future
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Secure retirement

We will launch online calculator very soon mean while you can reach us on contact@finmonks.com

Secure retirement
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Wealth Creation

We will launch online calculator very soon mean while you can reach us on contact@finmonks.com

Wealth Creation
ABOUT FINMONKS

At FinMonks, we offer financial advisory and financial management services to Individual, HNI and SME owners. We do not make investment decisions on behalf of our clients; instead we provide professional advice and solutions without any obligation to buy any product from us. We simply provide our clients with unbiased, independent, objective advice on their personal financial goals. People prefer us for comprehensive wealth solutions.

Belief

We firmly believe that the best way to secure future is to continually improve and expand our services and knowledge to clients. Making sure that they are totally satisfied is our paramount.

Vision

By helping people to understand and achieve their ‘Financial Freedom’ we want to reach such a degree of trust and closeness with our clients and their families. The mission is not limited to solve their financial issues only but also to solve other life issues as well.

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CONTACT US
OR REQUEST A CALL BACK
FINANCIAL ADVISORY

Are you trapped in a bad portfolio? Want to give a prudent start to your portfolio? Need our second opinion? Welcome, we are at your disposal for right financial advise!

Financial Planning
Wealth Management
Risk Management
Legal & Compliance
Retirement
Education / Career
Marriage
Wealth Pool
Asset Building
Tax Planning
Portfolio Review
Portfolio Balancing
Portfolio Reshuffle
LIFE
Health
Return Filing
Will Writing

Retirement should be a rewarding and enjoyable time so planning is vital so that you never have to compromise and lead an independent and happy life.

Finances should never come in the way of great education. Financial Planning should begin with investments for early years of schooling and should finally target higher education.

Marriage introduces a whole new dimension to life. Be prepared and advised on ways to save for expense for marriage, honeymoon, and everything after that.

We want to help you get ahead financially. We are a team of exceptional Financial Planners and Wealth Creation Advisors who can offer you the guidance and advice you need to improve your financial future.

The starting point for successful property investment is the creation and implementation of a plan. Creating and implementing a plan can be a daunting task for many but with our advisors it will be easy to formulate and monitor property investment financial planning.

Our expert helps you analyse and actionise your financial strategy from a tax efficiency point of view so as to plan one's finances in the most optimized manner. We shall also help you identify right products that will save your taxes

We assist you to regularly review your portfolio of funds - and your attitude to risk - to be a successful investor.

Portfolio rebalancing safeguards the investor from being overly exposed to undesirable risks and it involves periodically buying or selling assets in a portfolio to maintain desired level of asset allocation.

Changes are inevitable. Changes to economic environment, goals, existing fund's strategy, political scenario, risk apetite and similar demands reschuffle of portfolio to maximise returns.

We believe one of the first steps to finding financial security is the implementation of a life risk plan that will consciously address the financial impact of death or incapacity on you, your family or your business.

A health insurance policy always acts as an umbrella for medical coverage during times of medical need when finances is the last thing you should ever think of for decision making.

We shall help you file your Income Tax returns. Prior discussion with appointment is necessary.

We shall help you write and register you will document suitable to your pool and review the same with the time.

Financial Broking & Distribution

Confused in variety and what to choose? Neverind, we are here to help you the right investment product just suitable for you!

Fixed Income
Insurance
Mutual Fund
Broking
Alternate Investments
Company Fixed Deposit
Company Recurring Deposit
Bonds / Debentures
Life Insurance
Health Insurance
EQUITY
DEBT
HYBRID
Equity Cash
Equity FnO
Commodity Derivatives
Currency Derivatives
Philatelic
Nuismetic
Artefects

Risk averse investors looking for a promising investment scheme with good returns choose fixed Deposit because it is simple and is a straightforward financial product, https://www.bankbazaar.com/recurring-deposit/advantages-of-investing-in-recurring-deposits.html

It is regular and systematic investment in safe financial product having pre-defined returns.

These are most secure and tradable debt instruments giving liquidity and moderate returns.

Insurance that pays out a sum of money either on the death of the insured person or after a set period.

Coverage against incidents, including automobile and homeowners policies, provide payments depending on the loss from a particular financial event.

Long term capital appreciation. Investments in high growth companies along with the liquidity of an open-ended scheme through investments primarily in equities.

Debt securities have a fixed maturity date & pay a fixed rate of interest and mainly invest in a mix of debt or fixed income securities such as Treasury Bills, Government Securities, Corporate Bonds.

Hybrid funds allow you to invest in a combination of equity and debt, to help investors leverage the high returns from equities over time while also benefitting from the steadier, but lower returns from debt.

Providing trading facilities in capital market to the customer for their equity trading.

Providing trading facilities in capital market to the customer for futures and options.

Providing trading facilities in commodity to the customer.

The global increase in trade and foreign investments and the resulting fluctuations in exchange rates, has created a huge international market for Forex, opening up another exciting avenue for trading.

Postal Stamps, First Day Covers etc also has a wide wealth creating opportunities should you be interested in it. Ask us for more…

There is immense wealth aking opportunity if you are interested investing into Coins and Notes that are rare or consumed for some specific purposes. Ask us for more…

Out there lies an organised but un explored market of artefects like Painting, Sculpture and other creative stuff. Ask us for more…