Welcome To Finmax Wealth Advisory

Maximize Your Money Potential


Finmax Wealth Advisory Incorporated in the year 2007 and at present having more than 500 satisfied clients. We help clients to achieve their Financial goals with effective and smart investment planning. We are certified Financial Goal Planner(CFGP),AMFI certified Mutual Fund distributor and Insurance consultant recognized by the (BSE)Bombay Stock Exchange, AMFI (Association of Mutual Fund of India). We offer comprehensive financial advisory services, having highly qualified and experienced team of financial advisors.

OUR SERVICES

FINANCIAL PLANNING


It is the process of meeting your financial goals through the proper management of your finances. Financial goals can include buying a home

INSURANCE PLANNING


Insurance is an important risk management tool that can protect you and your family from financial hardship caused by unfortunate events

WEALTH MANAGEMENT


Basically, wealth is an abundance of variable material resources. The meaning of wealth is not straightforward. Wealth is basically a person’s net worth

TAX PLANNING


Planning is the key to successfully and legally reducing your tax liability. We go beyond tax compliance and proactively recommend tax saving strategies

RETIREMENT PLANNING


With the growing complexity of retirement, more and more people are getting concerned about retirement and its planning. Once you have passed

ESTATE PLANNING


Create a legacy that provides for your family, supports the causes and charities you care about, and maintains your values and vision across future generations

PRODUCT BASKET

MUTUAL FUNDS

Your single point access to virtually all mutual fund schemes from all fund houses in the market

INSURANCE

Experience quality risk advisory and management services with our insurance solutions

INCOME TAX RETURN

An income tax is a tax imposed on individuals or entities that varies with respective income or profits.

FINANCIAL PLANNING

WHY US

Client Centric Approach

All our offerings are designed keeping you in mind. Your long-term interests serve as the 'primary' influencing factor in our recommendations process.

Driven by Passion

Serving clients is our passion and the reason why are in the business. Nothing excites us more that helping our clients achieving their financial goals and dreams in life with our advice and support.

Focus on Customer Satisfaction

We come equipped with the right attitude, people, processes and technology to ensure higher levels of satisfaction and service quality. In transactions, we work systematically to find & ensure quick resolution of any queries or complaints.