Fincart The Synonym for Wealth Creation
We don’t just manage wealth; we redefine it with consistent market-beating strategies.
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Leading the Financial Planning Revolution Since 2012
100%
Virtual Investment Advisory Model
10,000
families since inception
1,200+
crores AUM
Little to no oversight
While a bank RM juggles over 150 accounts, at Fincart, you have a dedicated wealth advisor that focuses solely on your financial needs.
- Find out why
Little to no oversight
While a bank RM juggles over 150 accounts, at Fincart, you have a dedicated wealth advisor that focuses solely on your financial needs.
No rebalancing
No portfolio adjustments at regular intervals. Fincart based on your goals and risk appetite rebalances your portfolio regularly. With over 2,500 mutual fund schemes available in India, your wealth advisor at Fincart will help you find the 1 that can skyrocket your returns.
The Solution? Fincart’s Wealth Management Service
01
Dedicated Advisor
At Fincart, you don’t just get a wealth advisor—you get a financial partner who can help you from financial planning, retirement planning to debt restructuring, insurance, legacy planning, and more.
02
Proactive Wealth Management
Studies show that portfolios left unmonitored underperform by up to 30% over a decade. Fincart’s dynamic strategies ensure your investments keep up with market trends and your life’s changing goals.
03
Tailored to Your Dreams
While the average investor often settles for returns that fall short of inflation-adjusted growth, Fincart’s personalized approach has helped clients beat market benchmarks by a substantial margin.
04
Clarity in Complexity
With 2,500+ mutual fund schemes to choose from, the right choice can feel like finding a needle in a haystack. Fincart turns that haystack into a treasure map, helping you invest smarter and faster.
Fincart’s financial plan delivers results that consistently outperforms the market.
A graphical representation of the help provided by Fincart advisors to investors in making the right investments so far
Returns on ₹1 cr investment
(Since Sep 22)Benchmark
(BSE 500 TRI)
Dezerv PMS
Equity Revival Strategy
As of 30th November 2024
Disclaimer
testimonials
Want to achieve your financial goals?
Schedule a call with us to
- Unlock Your Financial Potential Consult with an expert to strategize your financial goals.
- Get a Comprehensive Portfolio Review Receive a free, in-depth analysis of your investments.
- A Plan Built Just for You Tailored solutions to achieve your unique financial objectives.
- Invest Smarter, Not Harder Get mutual fund recommendations that consistently outpace market returns.
- Your One-Stop Wealth Advisor Expert guidance on everything from mutual funds to insurance and more.
Empowering Smart Choices, Enabling Wealth Creation
Imagine a Wealth Advisor Who Guides You Through Every Step of Your Financial Journey: From Tax to Retirement.
Financial Planning
Your dedicated wealth manager creates a personalized financial roadmap, ensuring you stay on track and achieve your goals seamlessly.
Portfolio Management
Maximize your wealth with customized investment strategies and expert portfolio management. Grow your assets with precision, optimized allocations, and balanced growth.
Retirement Planning
Secure your future with a retirement plan designed for financial independence, ensuring peace of mind when you step into your golden years.
Debt Restructuring
Take control of your debt with strategic restructuring solutions, ensuring lower burdens, manageable payments, and optimized financial health.
Tax Saving
Unlock tax-saving opportunities with personalized strategies, ensuring your wealth grows while minimizing your tax burden for a prosperous future.
Tax Saving
Unlock tax-saving opportunities with personalized strategies, ensuring your wealth grows while minimizing your tax burden for a prosperous future.
We are Fincart, a 3E Advisors Private Limited initiative. The Es in the 3E stand for ‘Educating’ investors, ‘Empowering’ them to make informed financial decisions and ‘Enabling’ them to do so with an online platform to plan, invest and track their investments. Our vision is to be a simple and ethical personal finance solution that helps everyone partake in the benefits of financial planning. CIN # U74140DL2012PTC245046 | ARN# 112744 | Logo Trademark # 2523746 | ISO 9001:2000 Registration # PCMS/QMS/2021-2013 Fincart.com TM + ©
Mutual Fund investments are subject to market risks, read all scheme related documents carefully.