Services
Navigating Financial Horizons: Personalised Solutions for Retirement, Goals, and Insurance
Retirement Planning
Retirement planning is an essential part of financial security. Our team provides personalized retirement planning services to help you plan for and achieve your retirement goals. Whether you're just starting out or nearing retirement, our expert advisors are here to guide you every step of the way.
Goal based planning
Our goal-based planning services help you to identify and prioritize your financial goals, such as buying a home, purchasing a car, taking a trip abroad or any other long-term goals. We'll work with you to develop a strategy to help you reach your goals faster and more effectively.
Insurance Advisory
Our insurance advisory simplifies the complexities of insurance, ensuring you purchase the right coverage at the best price with a click of a button. We're here to support you from product selection to claims assistance and everything in between
Products
With a vast selection of over 800 products, you'll find an extensive range of options to suit your needs.
Mutual funds
Insurance
PMS
Fixed Deposits
Product Partners
800+ Products
From over 60+ companies
Why us?
Not Committed to a Single Product Partner
We prioritize our clients' best interests by not being tied to a single product partner. This approach ensures that our recommendations are solely based on what aligns with our clients' financial goals and objectives. Unlike wealth advisors who exclusively work with one product partner and may be motivated to sell their products regardless of their performance, we remain unbiased and independent in our decision-making process.
Guiding You at Every Step of the Way
We believe that financial success is not achieved overnight but through a series of well-informed decisions made over time. That's why we provide ongoing support and regular check-ins to ensure your financial plans remain aligned with your evolving circumstances. Our goal is to empower you to take control of your financial future and to help you navigate any obstacles that may arise along the way.
Complete Trust and Transparency
We understand that financial products, especially complex ones like mutual funds and insurance, can be challenging to comprehend. Our commitment is to simplify these concepts for our clients and educate them so that they understand where their money is invested and we can maintain complete transparency.
Testimonials
Sheetal Sansare
Choosing Finanza Wealth for my wealth journey was the best decision I made! Their team provided personalized attention, guiding me through every step with expertise and care.
Onkar Khochare
I've had a fantastic experience with them. The team went above and beyond to ensure that I received the best possible advice and support.
Shashi Chaurasia
I've been investing through Finanza Wealth for quite some time now, and I couldn't be happier with the results.
Abhishek Singh
Unmatched service from Pawan. Not only did he simplify insurance, but his assistance during health insurance claim was a lifesaver.
Preeti Bobade
Exceptional service! Pawan made sure the process of purchasing insurance was effortless and straightforward.
Sarwanan Nadar
Kudos to Finanza Wealth for their claims support! They made a daunting process manageable.
Get in Touch
Don't wait, book a call with us for free and gain valuable insights!
Whats next? Our team will get in touch with you to get more details about you to give you the best advice on all your financial needs.