How We Do
Here at Finsense we have laid down a well-defined simple and secure process in order to meet our client's financial goals in the most productive and intelligent manner.
Understanding your future needs and goals.
Regular review and guidance till you reach your goal.
Analysing various options and picking the best ones in drafting and implementing your financial plan.
Our Services
With a whole range of financial services we help you chart out your financial journey across different stages of your life, keeping in mind your personal goals and changing life scenarios.
Lets make your financial journey simple and stress free with the help of knowledge, and the best use of technology. Your financial plan is tailor-made we will be by your side till you reach your goals.
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It's never too early to plan for retirement. We help you evaluate all options and identify important elements of all your future requirements. Let’s draft a retirement strategy that’s uncluttered and practical.
Want to buy your dream car or send you children to the best college? Every goal is achievable if you prepare well in advance. Our experts will create a roadmap and assist you till you reach your destination and achieve your goals.
Finding it difficult to manage your wealth? We use our decades of experience and expert knowledge to protect and grow your wealth so that you can lead a successful life that you have dreamt of without any financial worry.
Finsense Wealth is a SEBI Registered Investment Advisor. Below details are mentioned from SEBI’s SCORES portal as of 30-NOV-2020 as mandated by SEBI.
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Our Stats
Testimonials
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Yes, Finsense is a SEBI registered investment advisor company. SEBI RIA No. - INH0000033XX
We predominantly advise on public market investments which includes Stocks, Mutual Funds, Bonds, ETFs, REITs, FDs and Insurance products.
Current clients include HNIs, NRIs, entrepreneurs, corporate and retail.
We charge fees as a % on Assets under Advice (AuA) on quarterly basis directly to the client.
We only recommend investments that we know inside out and with the fee based model – your growth is our growth.
Client has the option to avail our implementation services. It includes setting up your mutual fund accounts, managing your investments, supporting you with platforms to transact and view investments, sending you monthly reports, helping you to consolidate insurance policies and integrating the investments for planning reviews.
Contact Us
*Get in touch with a Certified Financial Planner
Tower, 817, A-1 9th Chopasni Road, Jodhpur, Rajasthan 342001
+91 291 2634921
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