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. We use our complete knowledge of insurance, tax laws, and mutual fund investments in order to suggest investment options to the clients, as per their long-term and short-term goals. Our core purpose is to provide fast track financial solutions & thereby make people enjoy a secured retirement life.
At, FINMAX WEALTH ADVISORY our mission is to provide our clients with the best solutions in wealth creation and wealth management. We are driven to provide clients with simple, unbiased and uncluttered professional advice that adds value to their quality of life and results in actionable solutions.We offer our services through personal counselling with each of our clients after understanding their wealth management needs.
Our approach is to enable our client's to understand their investments, have knowledge of investment products and that they make proper progress towards achieving their financial goals in life.
All our offerings are designed keeping you in mind. Your long-term interests serve as the 'primary' influencing factor in our recommendations process.
We offer a single point access to multiple financial products with a holistic need-driven approach & not product centric approach.
Our Services ensure comfort, convenience, confidence, and control to you in managing your wealth. You would enjoy being always updated of your investments, anytime, anywhere.
Serving clients is our passion and the reason why are in the business. Nothing excites us more than helping our clients achieve their financial goals and dreams in life with our support.
We have over years of experience in financial advisory and products distribution space. Our experience, qualifications & skills enable us to understand you and your needs, and then offer you the right strategies & solutions to achieve your goals.
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.