FINANCIAL PLANNING JOURNEY

FINANCIAL PLANNING JOURNEY
SIMPLIFIED

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Get onboard with us & learn about the simple process to achieve your financial goals with Fincart! Watch our video to get the answers to all your financial questions!

PRIORITIZE YOUR FINANCIAL GOALS WITH A CUSTOMIZED FINANCIAL PLAN!

In life, planning is very important, and when it comes to managing your money, then it becomes extremely crucial. Financial planning at every age carries certain responsibilities.

With every age, comes a financial goal that you dream of achieving:

FINANCIAL HEALTH CHECKUP

1. Answer a few questions

This will take 5-7 minutes, and help us understand your financial status.

2. Get a health report

See a holistic view of your financial health, from investments to insurance and more.

3. Stay on top

Our recommendations will help you improve your score and maintain your finances.

SCHEDULE IF YOU WANT TO HAVE A TAILOR-MADE CUSTOMIZED PLAN

Want to see the blueprint of your financial goals? Let’s work on it

WHAT DO YOU GET WITH A FINCART FINANCIAL PLAN?

We know how it feels to have a dream, a goal fulfilled. We have been successful in bringing that happiness to 5000+ families! You can be sure of that! Our certified financial planners focus on providing you with a personalized financial plan as per your financial goals:

BE READY

Emergency Fund Planning

PROTECT YOURSELF & FAMILY

Insurance Planning

GOAL BASED INVESTING

Achieve your goals confidently with planned investment bases.

TAX

Plan & Save Taxes & file your Income Tax Returns on time.

RETIREMENT PLANNING

Live a dignified retired life with apt retirement planning solutions.

ESTATE PLANNING

Transfer your hard-earned money in the most tax-efficient manner

WHY CHOOSE US?

Expertise and Experience Highlight the extensive knowledge and experience your team has in handling various plumbing issues, demonstrating competence and reliability. Timely and Responsive Service Emphasize your commitment to providing prompt and responsive services, ensuring that customers’ plumbing needs are addressed swiftly and efficiently.

WHAT OUR CLIENTS HAVE TO SAY

Gratitude is what we feel when we receive such appreciation from our financial planning clients:

Ashish Kumar

Ashish Kumar Tiwari

Fincart has a very supportive team. they explained each & every query in a very well & simple manner so that I can understand easily. RMs are very professional they understand your goals and suggest the best plan for investment, and they don't put any pressure for investment. Overall good experience.

Srilatha Anan

It has been a seamless experience with Fincart in the pursuit of planning my finances. Ritu has been a true professional and helped in understanding future needs and choose right investment options. She displayed high levels of patience as I tend to ask so many questions. I look forward to a long term relationship with Fincart.

Manjunath Bantwal

I am now associated with Fincart for more than a year and feeling secured about financial stability gained and investments in place. Many thanks to Ambika; she has been resourceful throughout with right knowledge and available for any queries. Regular reviews are helping to have two way conversations and take required corrections as necessary. I am a proud promoter of Fincart..!

Srilatha Anan

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Fincart is India’s user friendly online investment platform. Built on robust technology,