Wealth Management

 

We assist our clients, both Individuals and Businesses, with planning and execution on all dimensions of Wealth Management activities.

Goal Based investing

Be it a retirement nest egg or building up a fund to secure your child’s future, our aim is to devise an investment plan that is tailored to achieve your specific goals. We do this by first understanding your financial objectives, aspirations and most importantly your risk tolerance.

Long Term Focus

We aim to help growing and protecting your wealth. We view this as a process that is to be followed with discipline over several years and in fact over decades. We therefore don’t take short cuts, or recommend expensive financial products, get swayed by market fads or other such behaviour that is detrimental to long term wealth creation.

Simple

We prefer Term Insurance over ULIPs. Equity Mutual Funds over XYZ Structured Products. We prefer simple over complex. Long years of experience have convinced us that simple and easy to understand products and investment plans almost always deliver consistently superior results over the long term.

Our Clients

  • Medium and Large Companies
  • Professionals at all stages of their careers
  • NRIs
  • Family Offices
  • Entrepreneurs

Currently our clients are across India, Middle East, Singapore and Japan. We pride ourselves about the fact that all our clients have come only through referrals.

For Corporates 

Services rendered are centred around areas of Liquidity management, Risk management & Cash Flow Management

What we offer is outstanding transaction execution that frees up corporate bandwidth for more strategic areas.

General Insurance

Products that we offer

We help you execute your financial plan by making available access to all financial products that you might need.

Third Party Investment Products

  • A wide range of Mutual Funds offered by leading Asset Management Companies
  • Various fixed income instruments including Tax Free bonds and Tax Saving Bonds from Government Agencies

Capital Market Products

All products offered by leading stock exchanges (BSE And NSE) including EquitiesFutures & OptionsMutual FundsCommoditiesFixed Income Securities, etc. FinFirst has tied up with a top 5 Brokerage House in India. We offer state of the art facilities for execution and research support at very competitive rates

Insurance

  • Life Insurance Products(we really prefer Term Insurance only)
  • Health insurance