We help investors stay calm & embrace the market, so they never miss the full cycle of financial growth
Shriya Teluja, Owner
In an economy like India, where opportunities abound and investor sentiment remains largely positive, mutual fund distributors act as trusted partners who balance market realities with client aspirations. Their role extends beyond recommending schemes; they help investors navigate emotions, manage risk appetites, and make informed decisions aligned with long-term financial growth.
As consumption power rises, domestic industries thrive, and confidence among young Indians strengthens, the growth potential is immense. Yet, this growth comes with inherent volatility, making professional guid ance indispensable. Mutual fund distributors provide that stability, ensuring risks are embraced thought fully rather than feared.
This philosophy forms the foundation of Finmass, a client-centric firm built on three core pillars, including trust, investor interest, and long-lasting relationships, all anchored in integrity. It offers a diverse range of products, including mutual funds, fixed deposits, alternate investment funds, and capital gain bonds, along with services such as tax-saving solutions, child future planning, retirement savings, and comprehensive value-added services for holistic financial planning.
What differentiates Finmass is that rather than following a fixed formula, it designs highly personalized plans based on thorough research, risk profiling, and individual financial objectives.
The firm ensures professional management with proper asset allocation, while maintaining liquidity and flexibility to meet short, medium, and long-term goals.
“Every investment plan we make is transparent, regularly updated, and fully compliant with regulatory norms to provide clients with confidence and clarity. In addition to this, we emphasize tax efficiency to integrate strategies that optimize returns while reducing liabilities”, asserts Shriya Teluja, Owner, Finmass.
Because Every Portfolio Has a Story
At Finmass, wealth is never just wealth, it’s life stories wrapped in numbers. Ask Shriya, who describes her clients’ world a ‘Pandora’s box’ of dreams, emotions, fear and hope. “Every family is different. Some prioritize growth, others value safety and peace of mind, and that’s why our approach is never one-size-fits-all”, she says. And it’s true.
Take, for example, a family Finmass has served for more than 25 years. For them, equity isn’t just an asset class, it’s a legacy. They began investing when investment tools were scarce, stayed committed through market cycles, and today, even the third generation continues the same path, unwavering in their belief, untouched by short-term noise.
On the other end of the spectrum is another segment of clients with a significant corpus who cannot bear the thought of volatility. For them, 70 percent of the portfolio rests in AAA-rated debt and arbitrage funds, because safety brings them peace and Finmass respects that.
This contrast exhibits the teams core belief, that no two investors are alike, and behind every decision lies a personal story. In a world driven by quick clicks, social media noise, and DIY investing, Finmass believes in slowing down, listening, and building portfolios that truly fit lives.
We help investors stay calm & embrace the market, so they never miss the full cycle of financial growth
Legacy Built on Timeless Relationships
Finmass began its journey in 1997 under the leadership of R.K. Teluja with a simple yet powerful mission of always prioritizing investor interest above everything else. From a modest start, the firm has grown into a trusted name in mutual fund distribution, managing a significant AUM while maintaining an almost zero attrition rate.
Over the years, the firm has evolved with changing times, refining its processes, understanding market cycles, and most importantly, recognizing the emotional aspect of investing.
At the heart of this journey is the Finmass team, a close-knit group that goes beyond transactions to build real connections. They aren’t just handling numbers; they’re listening, guiding, and walking alongside clients through every season of their financial life. Every member blends precision with empathy, turning compliance into comfort and making collaboration a way of life, because at Finmass, success is never individual, it’s always shared.
Seasons of Growth Ahead
Finmass envisions a future where financial literacy becomes second nature for every Indian household, a tool for security, independence, and dignity. In a country driven by aspirations, where opportunities are abundant yet risks inevitable, the firm seeks to empower individuals to dream boldly while making informed choices.
“I see the market as a cycle of seasons, with winters of volatility, springs of recovery, summers of growth, and autumns of rewards. My vision is to help every Indian understand this journey through financial literacy, turning uncertainty into confidence”, concludes Shriya Teluja.
Client Testimonials:
“Thank you Finmass for the right financial advice and for choosing the right financial allocation of mutual funds and deposits. You have given best market returns, growth and safety, considering the market opportunities and choosing the right fund managers for me.” - Former Senior Vice President at India's largest FMCG Company.
“It's been over 15 years that I've been consulting with Finmass. The goals I spelt out periodically have been achieved consistently. The facts are told to me as they actually are, to ensure I remain realistic in my expectations. Mr. Teluja and Shriya are more concerned about my financial welfare than even I am at times and that makes me just so comfortable and grateful.” - Co-founder of Personnel Network Pvt. Ltd.