VISION
To be a recognized national leader in financial advisory.
Offering solutions that match the highest global standards
while staying connected to the needs of our clients. We see a future where financial confidence is accessible to everyone. Our aim is to set new benchmarks for quality, innovation & ethical financial planning.
MISSION
To help people feel confident and secure about their financial future. We believe in being honest, clear & genuinely caring in everything we do. Whether we are giving advice, creating, a financial plan or checking in with a client. Our goal is always to do what is right - with integrity and transparency.
Our Values
The Foundation of Everything We Do
Honesty
Partnership
Compassion
Excellence
Accountability
At Finkasha, our core values are the cornerstone of everything we do.
We prioritize truthful communication, success through collaboration, and treating every client with compassion.
With a commitment to excellence and accountability, we ensure that every action we take aligns with your financial goals.
Our Services
Comprehensive Financial Solutions for Every Need
Investment Solutions
- Mutual Funds
- Portfolio Management (PMS)
- Financial Planning
- NRI Investments
- Tax Saving
- Wealth Management
Loan Solutions
- Home Loan
- Foreign Education Loan
- Personal Loan
- Business Loan
- Vehicle Loan
- Working Capital
Insurance Solutions
- General Insurance
- Life Insurance
- Health Insurance
- Liability Insurance
- Workmen Policies
- Risk Analysis Reports
Wealth Solutions
- Business Compliance
- Financial Structuring
- Cost and Cash Management
- Corporate Finance Consulting
- Wealth Management
- Legacy Planning
At Finkasha, we provide a comprehensive range of financial services designed to help you achieve your goals.
Whether you’re an individual seeking to grow your wealth or a business looking for strategic financial solutions,our services are tailored to meet your specific needs.