CREATE. PRESERVE. GROW.
FINESTA WEALTH
We are a boutique firm providing tailored wealth management solutions to
individuals, families, NRIs and business enterprises
CREATE
Create wealth and value through investment management and financial planning
PRESERVE
Preserve our clients’ wealth through continuous risk management
GROW
Grow our clients’ wealth through a consistent investment strategy and discipline and to pass on the legacy through sound succession and estate planning
About Us
We are a boutique firm providing tailored Wealth Management solutions to Individuals, Families, NRIs and Business Enterprises.
We take a holistic approach and our advice and financial plans are based on a thorough understanding of our clients’ needs and goals and the best way to achieve them. Our methodology is very scientific based on time tested rules in wealth management such as asset allocation, diversification, risk profiling, goal setting, planning, financial discipline and continuous monitoring of our client portfolios.
We believe in Abundance and Care about your Wealth.
Why Us
TRUSTED ADVISOR
Deal with a trusted individual and not just an institution
UNBIASED ADVICE
We always put our clients’ interest first
HOLISTIC APPROACH
Holistic approach to Financial Planning & Investment Management
OPEN ARCHITECTURE
Access to various investment opportunities, services and products
We are registered with AMFI (Association of Mutual Funds in India) and
IRDAI (Insurance Regulatory and Development Authority of India)
Disclaimer: Mutual Funds are subject to market risk. Please read all scheme information and related documents carefully before investing. Past performance is not indicative of future returns. Please consider your specific investment requirements before choosing a fund or designing a portfolio that suits your needs