Know about our process which creates the perfect financial plan for you taking you on the road to financial independence.
Our Approach
Finsense was created with the ulterior motive of making the financial lives of people easy. With more than two decades of experience in the financial markets, you are bound to get the best investment and financial advice available.
Our advice and suggestions are based on a defined set of processes that includes extensive research done by our team based on different parameters like risk-adjusted ratio, rolling returns, etc.
At Finsense, we ensure that every client receives the best of experience in Financial Planning and Wealth Management.
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.
We listen to you about your dreams and aspirations to understand and get hold of your financial goals.
Listening helps us
understand you better, your thought process about money and future financial goals.
We chalk out the best possible financial plan for you based on your profile & goals and suggest suitable investment products.
Apart from regular review we also review your plan as and when required.
Apart from regular review we also review your plan as and when required.
Always with you throughout this financial journey to guide and coach you
Our Research
Our product suggestion is not only based on the performance but also conformity to the fund mandate, investment decision-making process, and the knowledge & expertise of the fund management team.
Products suggested for you are backed by our years of experience and extensive research which helps you achieve your goals and move towards a richer life.
After deciding our final recommendation, we bucket each investment based on the risk-return dynamics of the investment so that the investor understands the value added by the product and how the product fits into the investor's risk profile.
We follow a uniform and systematic approach with every client which includes multiple factors like risk profiling, financial health check-up etc. ensuring that they make simple yet meaningful financial decisions.
We also have tie-ups with the best in the industry to provide you with in-depth analysis and reports, so that you always stay updated and remain confident throughout your investment journey.
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