Skip to content

Fincart

fincart
Menu
  • Financial Plans
    • Financial Planning
    • Investment Planning
    • Goal Planning
    • Risk Management
    • Retirement Planning
    •  Legacy and Inheritance Planning
    • Tax Planning and Saving
      • File Your Income Tax Returns with Expert Assistance from Fincart
  • Investment Plans
    • Mutual Funds
    • SIP(Systematic Investment Plan)
    • Income Returns
    • Digital Gold
    • Wealth Management
    • Portfolio Management Services
  • Insurance
    • Health Insurance
    • Term Insurance
    • Critical Insurance
    • Asset Insurance
  • Advisor
    • Financial Advisor
      • Certified Financial Advisor in Bangalore
      • Certified Financial Advisor in Delhi NCR
      • Certified Financial Planner in Mumbai
      • Certified Financial Planner in Kolkata
    • Investment Advisor
    • Wealth Advisor
    • Mutual Fund Advisor
    • Tax Advisor
      • Tax Consultant In Ahmedabad
      • Tax Consultant In Bangalore
      • Top Tax Consultant in Bhubaneswar
      • Tax Consultant in Hyderabad
      • Best Tax Consultant in Delhi NCR
      • Best Tax Consultant in Pune
  •  Calculators
    • Goal Planner
    • Retirement Calculator
    • Step-Up SIP Calculator
    • income-tax-calculator
    • SIP Calculator
  • Blog
  • Become a Partner
  • Careers
  • Contact Us
Login
Read more about the article Section 80E: Tax Benefits on Education Loan

Section 80E: Tax Benefits on Education Loan

  • Post author:Shubham Sharma
  • Post published:June 3, 2024
  • Post category:Child Education/Income Tax

One of the most valuable investments one can make in life is an investment in education. However, the cost of getting a higher education is rapidly increasing. While the consumer…

Continue ReadingSection 80E: Tax Benefits on Education Loan
Read more about the article The Rise of Cryptocurrency: Should You Invest in Crypto?

The Rise of Cryptocurrency: Should You Invest in Crypto?

  • Post author:Shubham Sharma
  • Post published:June 3, 2024
  • Post category:Investment Planning

Launched in 2009 by Satoshi Nakamoto, Bitcoin became the world’s first cryptocurrency. Since then it has experienced a remarkable rise. By May of 2016, Bitcoin’s value was around USD 500,…

Continue ReadingThe Rise of Cryptocurrency: Should You Invest in Crypto?
Read more about the article Different Types of SIP Investment Plans

Different Types of SIP Investment Plans

  • Post author:Shubham Sharma
  • Post published:May 15, 2024
  • Post category:SIP

In recent years Systematic Investment Plans (SIPs) have emerged as a popular and effective way to invest in mutual funds. With a sip investment individuals can start small and make…

Continue ReadingDifferent Types of SIP Investment Plans
Read more about the article Difference Between SIP and Mutual Fund

Difference Between SIP and Mutual Fund

  • Post author:Shubham Sharma
  • Post published:May 14, 2024
  • Post category:SIP

The mutual fund industry in India has experienced remarkable growth, with recent data revealing that the Assets Under Management (AUM) has surpassed the monumental 50 lakh crore mark. A significant…

Continue ReadingDifference Between SIP and Mutual Fund
Read more about the article Short-Term Investment vs Long-Term Investment: Key Differences

Short-Term Investment vs Long-Term Investment: Key Differences

  • Post author:Shubham Sharma
  • Post published:May 8, 2024
  • Post category:Investment Planning

We all have financial dreams. Some we want to achieve relatively quickly, like buying a new car next year. Others are more far-reaching, such as exploring the world after retirement.…

Continue ReadingShort-Term Investment vs Long-Term Investment: Key Differences
Read more about the article Tips to Protect Your Retirement Savings from the Inflation

Tips to Protect Your Retirement Savings from the Inflation

  • Post author:Shubham Sharma
  • Post published:May 2, 2024
  • Post category:Retirement Planning

Inflation is the little monster trying to eat away at the value of your savings. In the short term, people tend to not think of it as much more than…

Continue ReadingTips to Protect Your Retirement Savings from the Inflation
  • Go to the previous page
  • 1
  • …
  • 14
  • 15
  • 16
  • 17
  • 18
  • 19
  • 20
  • …
  • 32
  • Go to the next page

Contact us

Recent Posts

  • Stock Market Vs Mutual Funds: Difference & Which Is Better?
  • Why having a wealth manager makes sense for everyone?
  • PMS vs AIF: Know the Key Differences
  • Crisil Mutual Fund Ranking: Meaning, Parameters, & Criteria
  • Thematic Mutual Funds – What are they & how to invest in these
  • Best Ways to Optimize Your Returns with Low Risk Investments
  • Best Investment Options for Salaried Employees
  • PMS vs Mutual Funds – Key Differences and Which is Better
  • What are the different types of PMS?
  • Gold SIP in India: How to Start, Where to Invest & Benefits Explained

Categories

  • Child Education (14)
  • Claim Settlement Ratio (1)
  • Credit Card (6)
  • Cybercrime (3)
  • Digital Rupee (7)
  • EPF and PPF (2)
  • Financial Planning (147)
  • Financial Securities (5)
  • Income Tax (69)
  • Insurance (26)
  • Investment Planning (104)
  • Liquid Funds (3)
  • Loans (11)
  • Microfinance (1)
  • Mutual Funds (59)
  • New Year's Resolutions (5)
  • Portfolio Management (12)
  • Retirement Planning (28)
  • Risk Management (17)
  • Risk Return Trade Off (1)
  • Share Markets (29)
  • SIP (34)
  • Union Budget (7)
  • Wealth Management (7)

get in touch

If you still need assistance please do not hesitate to contact us on


Financial Plans

  • Financial Planning
  • Investment Planning
  • Goal Planning
  • Risk Management
  • Tax Saving And Planning
  • Retirement Planning

Investment Plans

  • Mutual Funds
  • SIP
  • Income Returns
  • Portfolio Management Services
  • Gold

Loan hub​

  • Home Loan
  • Personal Loan
  • Business Loan

CONTACT INFO

  • NCPL Tower 2nd Floor, A-4, A Block, Sector 9, Noida, Uttar Pradesh 201301
  • +91-7247075470
  • info@fincart.com

Plan for tomorrow

  • Workshop
  • Corporate NPS
  • Group Health Insurance

Insurance​

  • Health Insurance
  • Term Insurance
  • Critical Insurance
  • Asset Insurance

Quick Links

  • Blog
  • Contact us
  • Terms and Conditions
  • Privacy Policy
  • Disclosures
  • Career
Facebook Linkedin Youtube Instagram
  • License Information
  • Code of conduct
  • Grievance Redressal

Registered Distributor : ARN-112744

Copyright © 2025 Fincart | Powered By FINCART FINVEST PRIVATE LIMITED

Download on the
App Store
GET IT ON
Google Play

Virtual Financial Advisory Across India: Serving Major clientele in these cities

Financial Planner In Bangalore | Financial Planner In Delhi | Financial Planner In Mumbai | Financial Planner In Chennai | Financial Planner In Pune | Financial Planner In Indore | Financial Planner In Gurugram | Financial Planner In Ahmedabad | Financial Planner In Hyderabad | Financial Planner In Kolkata

Navsheen Jutshi

Navsheen is an expert in Wealth Management and currently serves as a Wealth Manager at Fincart. She holds a Master’s degree in Business Economics and prestigious certifications including CPWM (Certified Private Wealth Manager) and multiple NISM certifications (V(A), XXI(A)), underscoring her deep expertise in wealth management and regulatory compliance.

With over 4 years of experience in financial planning and portfolio management, Navsheen has successfully managed the portfolios of 100+ families, offering personalized financial strategies and guidance. Her commitment to staying abreast of industry trends and best practices makes her a trusted advisor for individuals looking to secure and grow their financial future.

[contact-form-7 id=”aae01c7″ title=”Contact form 1″]

Manu Choudhary

Manu Choudhary is a Senior Wealth Manager at Fincart, with over three years of experience in wealth management. She holds the Certified Private Wealth Planner (CPWP) designation from CIEL and NISM V-A certification.

Manu manages the financial affairs of more than 70 families, specializing in tax, estate, investment, and retirement planning. She crafts personalized strategies that cater to both immediate and future goals, prioritizing trust and relationship-building in her approach. Committed to guiding clients through every phase of their financial journey, Manu offers expert advice and handholds her clients, makeing a positive impact, ensuring long-term success and financial confidence.

Akanksha Agarwal

Akanksha Aggarwal is an esteemed financial professional, serving as an Associate Vice President at Fincart. With a strong background of over 8 years in wealth management her commitment to client success, makes her a trusted advisor for a broad spectrum of clients.
Armed with advanced certifications in financial planning and wealth management such as Certified Private Wealth Manager by CIEL, IRDA, and NISM certifications.

Akanksha is well-equipped to navigate the complexities of tax, estate, investment, wealth, and retirement planning. Her focused and goal-oriented approach and hunger to keep improvising make her a one-of-a-kind purposeful advisor.

Ankit Sadwal 

Introducing Ankit Sadwal, a dynamic leader in the financial services industry with over 6 years of experience in wealth management and financial planning. As the Associate Vice President at Fincart, Ankit brings a wealth of expertise in crafting personalized financial strategies that align with his client’s long-term goals.

Ankit’s academic credentials include a degree in Bachelor of Commerce and he holds advanced certifications such as CWM and NISM, showcasing his dedication to continuous learning and professional growth. His client-centric approach and deep understanding of market trends have made him a trusted advisor to a diverse clientele. His strategic insights and unwavering commitment to excellence position him as a key player in the dynamic landscape of wealth management.

Vivek Sinha

Vivek is an accomplished corporate professional with an MBA in Marketing and extensive experience in Sales & Business Development across multiple industries. As the Head of the Corporate Vertical and Workshop coordinator for Fincart, he has led numerous successful initiatives, driving growth and fostering strong client relationships.  

With over 300+ hours of workshop facilitation, he has honed his ability to engage diverse audiences, providing valuable insights and practical solutions. His leadership in the corporate sector is marked by a deep commitment to empowering businesses and individuals through tailored financial education and awareness programs.

Ambika Sharma

Ambika Sharma is an established financial advisor with over 5+ years of experience in wealth management. She specializes in helping high-net-worth individuals and families achieve their financial goals through tailored investment strategies, estate planning, risk planning & Tax planning and retirement solutions.

Ambika is known for her deep understanding of market trends, her ability to simplify complex financial concepts, and her commitment to client education and empowerment. Ambika believes that financial success is not just about accumulating wealth, but about creating a secure and fulfilling future. She is passionate about educating her clients and empowering them to make informed financial decisions. Her client-first approach and dedication to excellence have earned her a reputation as a trusted advisor in the finance industry.

Ratan Priya

Ratan Priya is an accomplished Certified Private Wealth Manager and Senior Team Lead at Fincart, possessing over a good number of years of experience in wealth management. She holds a degree in B.Com (Hons) from the University of Delhi. Ratan also holds advanced certifications such as the Certified Private Wealth Manager (CPWM) and NISM V(A). 

Leading a highly skilled team of wealth managers, Ratan Priya demonstrates expertise in tax, estate, investment, and retirement planning, providing customized strategies aligned with clients’ long-term objectives. Ratan Priya is dedicated to supporting clients throughout each phase of their financial journey, offering personalized, strategic counsel focusing on long-lasting success.

Yash Tawri

Yash Tawri is a seasoned Senior Manager in Wealth Management with over 3 years of experience in delivering expert financial strategies and managing high-net-worth portfolios. With an MBA in Finance and Investment Banking and advanced certifications such as the Certified Private Wealth Manager (CPWM) and NISM V(A), Yash brings a wealth of knowledge and practical expertise to the financial sector.

As a sought-after speaker, Yash leverages his deep understanding of investment strategies, financial planning, and team leadership to provide valuable insights into the world of wealth management. His presentations are known for their clarity, actionable takeaways, and real-world applications, making complex financial concepts accessible to diverse audiences.

Vivek singhal

Vivek, the bright star of the Fincart team. He is an expert in Wealth management and currently serves as the Assistant Vice President. Vivek holds prestigious certifications including CPWM (Certified Private Wealth Manager) and various NISM certifications (V(A), XXI(A), X(A), X(B), XVII), highlighting his expertise in wealth management and regulatory compliance.

Leading a dedicated team of 10 wealth managers Vivek’s leadership and strategic acumen are pivotal in delivering tailored financial solutions and driving client success in wealth management. 

Anmol

Anmol is a seasoned Certified Financial Planner and Assistant Vice President at Fincart, bringing over a decade of experience in wealth management. She has earned her financial planning credentials from the University of Florida and holds the Certified Private Wealth Manager (CPWM) designation, along with NISM degrees.

Leading a dedicated team of wealth managers, Anmol excels in tax, estate, investment, and retirement planning, offering tailored strategies that align with clients’ long-term goals. Anmol is devoted to guiding clients through every stage of their financial journey with personalized, strategic advice and a focus on enduring success.

Ravi Sharma

Ravi is the co-founder and director at Fincart, with over a decade of experience in wealth management Read more. He holds an MBA in Finance, a postgraduate diploma in financial planning and wealth management, a licentiate in Insurance, and has earned his domain-related certifications from NISM.

Ravi is one of the youngest and most successful wealth managers in the country. He currently manages the team of 80+ weath managers and financial advisors across four metro cities – Delhi, Bengaluru, Kolkata & Mumbai. His approach emphasizes trust and relationship-building, with a strong commitment to community impact through active societal contributions.

GET IN TOUCH


[contact-form-7 id="aae01c7" title="Contact form 1"]