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Why Finvest?
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High Level Customization
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Active Management of Portfolio
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Consolidated Tracking of the Performance
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Cheapest Plan in the Market
Finmo Portfolio Options
Conservative
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Moderate
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Aggressive
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Finvest Plans & Fee
Client Testimonials
Frequently asked Questions (FAQ)
- a. Conservative (Low Risk / Targeted Return: 8-9%)
- b. Moderate (Medium Risk / Targeted Return: 12-13%)
- c. Aggressive (High Risk / Targeted Return: 15%+)
- Step 1. Our experts will share the portfolio plan with expected returns &you will confirm your acceptance
- Step 2. Experts will facilitate the planned investments in MF baskets, Stock Baskets, and Bond baskets and the ops team will assist with online accounts and transactions
- Step 3. We actively manage the portfolio mix of equity and debt, based on market dynamics, and you need to follow the timely advice for returns performance.
Portfolio Fee: One-time fee: A one-time fee of Rs.5000+GST Monthly fee: 0.5% per annum, for 30L, 15K/year but collected as 1250/month The fee is charged for managing the portfolio of Stock Baskets, MF baskets, Bonds Baskets and dynamic shifting of assets to protect returns.
Basket Fees: The Basket suggested under FINVEST, is commonly managed portfolios, that has very nominal subscription and monitoring & reporting fees. Minimum investments for these baskets are very low and those who smaller capital can directly buy these baskets.
Together your Fee will be well within 1%, which is a the lowest in the industry compared to any other portfolio returns service available in India or abroad.
You can check out on our Cost-Return calculator, to know more.
- • Baskets of stocks, mutual fund schemes or bonds are meant for tech-friendly investors with small capital in “Do It Yourself-DIY” mode.
- • Finvest is for those with capital of 30L or more and needing professional assistance in getting returns as per their risk-return profile. This take managing the portfolio as per market cycles, asset performances, choosing right basket mix of equity, MF and bonds.
Monthly charges are levied to cover the ongoing management and administration costs incurred by us. These charges cover a range of activities, including portfolio monitoring, rebalancing, research, and client communication. Additionally, it ensures continuous access to professional expertise.
- • High level Customization
- • Active management of Portfolio
- • Consolidated tracking of the performance
- • Cheapest plan in the Market