Finvestonomics has gone a step further by diversifying its services over the years and has become a one stop shop to comprehensive financial planning
Lalit Temkar, Founder
India’s mutual fund distribution industry has undergone a profound transformation in recent years, shaped by increasing financial awareness, digital enablement, and a growing appetite for market-linked investments. With this, the SIP inflow has increased significantly, wherein, the sector has experienced a shift in the preference of the investor. This is due to the mutual fund and equity flow replacing the traditional instruments such as fixed deposits with more than 17 crore mutual fund portfolios and substantial penetration into tier II and III cities. This move towards a more inclusive, informed and dynamic investing environment has also been facilitated by regulatory efforts of SEBI as well as regular investor education programs.
Operating in this changing environment is Finvestonomics, a well-established wealth management brand that is devoted to assisting individuals and families with the growth and security of their wealth. Deeply rooted in its core, the company understands that investing is much more than about money, it is about aligning finances with life goals, values and future aspirations. The very name Finvestonomics is a unique amalgamation of Finance, Investments, and Economics, symbolizing the company’s holistic approach to personal finance. The firm was founded on the idea of empowering all Indians through education on the economic nature of investing and then combining this philosophy with professional advice.
Scaling with Trust, Expanding with Purpose
Finvestonomics, since its commencement, has been on a path of organic growth taking place with a steady pace owing to the trust, transparency, and relentless focus to ensure the client succeeds. The company has also been registering steady growth in revenue year-on-year, especially with the increase in SIP inflows and a remarkable client retention figure. Although it is based in Mumbai, its customers are spread across India and have expanded to international markets with NRI clients spread across the Middle East, US and Europe. “We have gone a step further by diversifying its services over the years and has become a one stop shop to comprehensive financial planning”, says Lalit Temkar, Founder, Finvestonomics.
Holistic Financial Solutions
Finvestonomics has a comprehensive and extensive package of services which allows it to support diverse financial needs and various stages of life. These include mutual fund advice, financial planning, retirement planning, portfolio review and rebalancing, tax planning, and insurance planning. It also offers direct equity investing services, loan against security, and P2P lending services. In addition to advising, a heavy emphasis is put on educating investors and promoting financial literacy so that the clients feel independently adequate to chart their own finance paths. “Each of the solutions is designed according to the unique risk profile of the individual, their investment horizon, and life projections, so that financial products fit their desires”, explains Lalit.
Finvestonomics has gone a step further by diversifying its services over the years and has become a one stop shop to comprehensive financial planningLalit Temkar, Founder
The firm proves to be significantly different in the realm of generic guidance and product pressure, which is widely used in the industry. All client interactions start with listening to their desires, timelines and risk profiles, followed by the design of a tailored investment portfolio. It also works to combat the risk of misinformation and digital saturation as a financial filter towards responsible and meaningful action by their clients. Furthermore, Finvestonomics promotes custom portfolios as opposed to trendy products, dismissing the one-size-fits-all strategy. It also positions itself as a behavioral coach, helping investors remain calm during market volatility and avoid emotionally driven decisions that could disrupt their long-term plans.
Financial Guidance with a Personal Touch
In Finvestonomics, empathy, education, and empowerment of clients are the pillars on which the relationship with them is established. The team does not regard itself as product sellers, but partners in wealth, who are concerned with the long-term financial welfare. Constant interaction and follow ups as well as timely reminders helps in ensuring that the financial plans of the clients are well in progress. Their committed customer care department headed by professional financial advisors, planners, analysts, and clients services professionals ensures timely response to queries and to guide such customers through market cycles. This high-trust model has led to remarkable client loyalty and satisfaction, with many clients staying on for years and referring others.
A Vision Fueled by Inclusion & Impact
As the company looks into the future, it remains deeply committed to expanding both its capabilities and its impact. Plans are underway to add new advisory services such as will and estate planning, and to scale up digital outreach through AI-driven robo-advisory platforms that maintain a human touch. The company also wants to increase its educational mission with webinars, podcasts, and personal finance information on platforms such as Instagram and YouTube.
“At our core, we adhere to the transformational value of financial literacy, associating personal finance to a healthy diet with protection, liquidity and growth that must strike a balance, although they function in synchrony. Having Innovation, Inclusion, and Impact as its third pillar, we are on a path toward empowering all Indians to make better and significant financial decisions”, concludes Lalit.
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