OUR TENETS DRIVE US
Do I need an Expert Financial Advisor?
According to various surveys and estimates, at least 81% Indians lack the knowledge to plan robust financial plans to meet their family life goals. Majority of Indians fall prey to free advice because they cannot affford high fees charged by experts or simply have not realised the significance of creating a plan.
Book a Free Consultation Today!
Call +91-9890005575
30-Minute Call
Get Started
We establish contact with you on the appointed day and time for your free financial health scan. During the call, we record answers to a series of questions in the financial health scan assessment questionnaire. This data is analysed to arrive at the free ‘Financial scan assessment report’, which is emailed to our clients within 48 hours of the call.
Do I need an Expert Financial Advisor?
According to various surveys and estimates, at least 81% Indians lack the knowledge to plan robust financial plans to meet their family life goals. Majority of Indians fall prey to free advice because they cannot affford high fees charged by experts or simply have not realised the significance of creating a plan.
Book a Free Consultation Today!
30 Minute Call
Get Started
We establish contact with you on the appointed day and time for your free financial health scan. During the call, we record answers to a series of questions in the financial health scan assessment questionnaire. This data is analysed to arrive at the free ‘Financial scan assessment report’, which is emailed to our clients within 48 hours of the call.
OUR PHILOSOPHY
At Fintenet, our purpose is to influence democratisation of quality financial planning services in India. We do this by writing customised financial planning reports to secure our clients’ financial goals based on proven tenets of financial prudence and best practices; for nominal fees to make financial planning services available to all.
Peace of Mind
We bring Smiles to Families
Our clients have testified positively to the effectiveness of our services. Families have confessed to being at peace post reading and putting our recommendations to action as per our action plan.
Peace of Mind
We bring Smiles to Families——————————–
Our clients have testified positively to the effectiveness of our services. Families have confessed to being at peace post reading and putting our recommendations to action as per our action plan.
OUR PHILOSOPHY
At Fintenet, our purpose is to influence democratisation of quality financial planning services in India. We do this by writing customised financial planning reports to secure our clients’ financial goals based on proven tenets of financial prudence and best practices; for nominal fees to make financial planning services available to all.
OUR TENETS DEFINE US
YOUR POWERPACKED FINANCIAL PLANNING REPORT
To protect your loved ones in case of financial emergencies, your hard earned money from the adversity of unscrupulous advice, secure your estate through wills; we have the knowledge and expertise to provide you the roadmap to financial security and hence financial serenity.
COMPONENTS OF OUR REPORT
Life Insurance Porfolio Assessment & Recommendations
Health Insurance Portfolio Assessment & Recommendations
Miscellaneous Insurance Analysis & Recommendations
Analysing Client's Present Cash Flow Actuals & Net Worth Status
Education Planning: Securing Funding Options to meet Future Education Goals
Investment Planning: Appropriate Financial Instruments for Meeting Financial Goals
Retirement Planning: Recommending Pension Funds for creating Annuity Income
Estate Planning: Creating Actionable Wills for Securing Protection & Transfer of Estate
YOUR POWERPACKED FINANCIAL PLANNING REPORT
To protect your loved ones in case of financial emergencies, your hard earned money from the adversity of unscrupulous advice, secure your estate through wills; we have the knowledge and expertise to provide you the roadmap to financial security and hence financial serenity.
REPORT COMPONENTS
1. Life Insurance Portfolio & Assessment
2. Health Insurance Portfolio & Assessment
3. Miscellaneous Insurance Analysis & Recommendations
4. Analysing Client’s Present Cash Flow Actuals & Net Worth Status
5. Education Planning: Securing Funding Options to Meet Future Education Goals
6. Investment Planning: Appropriate Financial Instruments for meeting Financial Goals
7. Retirement Planning: Recommending Penion Funds for creating Annuity Income
8. Estate Planning: Creating Actionable Wills for Securing Protection and Transfer of Estate
Deepak Joshi, Software Engineer & Fintenet Client
Take Control of Your Life Goals
Take Control of Your Life Goals: Like Our Clients Did.
Deepak Joshi, IT Engineer, Fintenet Client
Why Engage Us?
At Fintenet, we walk our talk. In line with our philosophy to democratise financial planning services in India where people generally subscribe to free advice and get hurt in the process, we hope our low fee online model of consulting will make quality financial planning services affordable to the masses which will help reduce the number of aggrieved customers of financial products in this country.
Why Engage Us?
At Fintenet, we walk our talk. In line with our philosophy to democratise financial planning services in India where people generally subscribe to free advice and get hurt in the process, we hope our low fee online model of consulting will make quality financial planning services affordable to the masses which will help reduce the number of aggrieved customers of financial products in this country.
Feel secure from Day 1.
Get best possible advice at very nominal fee.
We at Fintenet, assure you of having your financial interests foremost. Thats why all our recommendations are weaved around your goals only.
Why you need Expert Advise?
You will be surprised to know why you need expert help to draw up a customised financial report for you & your family.
Why Fintenet?
Financial planning requires years of professional engagement in the domain. We have 20+ years of exposure to begin with.
Our Proprietory Process
We follow stringent best practices to offer you highly effective recommendations so you stay at peace.
Reporting & Review
Having drawn up a workable customised financial plan, we review the same periodically, for a small annual review fee, 1st year being free.
Feel secure from Day 1.
Get best possible advice at very nominal fee.
We at Fintenet, assure you of having your financial interests foremost. Thats why all our recommendations are weaved around your goals only.
Why you need Expert Advise?
You will be surprised to know why you need expert help to draw up a customised financial report for you & your family.
Why Fintenet?
Financial planning requires years of professional engagement in the domain. We have 20+ years of exposure to begin with.
Our Proprietory Process
We follow stringent best practices to offer you highly effective recommendations so you stay at peace.
Reporting & Review
Having drawn up a workable customised financial plan, we review the same periodically, for a small annual review fee, 1st year being free.
OUR PROPRIETORY PROCESS
Welcome to Fintenet's Proprietory System of Financial Planning.
We are on target to bring peace of mind to an average of 100 clients every year. And to earn 1000s of smiles in the process.
We follow best practices in personal/family financial planning so our clients are always on track to meet their financial goals going forward.
“Investing money is the process of committing resources in a strategic way to accomplish a specific objective.”
― Alan Gotthardt
Step1: Book free Consultation with Fintenet
The best way to get started often is with a nudge. To give you a nudge, we have offered a free ‘no-obligation to buy’ consultation service with our financial planning experts to understand where you stand vis-a-vis the benchmark standards. You can book free consultation through phone or email or videochat.
We will ask for some very basic personal and financial information to help us build a “Risk profile” report as well as to guage the extent of gap existing between your existing investments and financial allocations and the actual requirements that your financial goals warrant.
With these basic data, we will build a ‘Summary Financial Gap Report’ that underlines the action plan to bridge the gap between your present investment readiness and actual needs going forward, including recommendations and complete action planning.
Step 2: Formal 'Letter of Understanding & Service Engagement' Agreement with Client
Should you feel the need to go for our paid service (once our clients read the free Summary gap report, they are shaken out of their slumber), we will have further telephonic/videochats with you to fill up financial data forms critical to the finalisation of various components of the Final Financial plan report.
These include information about Life insurance and health insurance plans, secured and unsecured loans; annual income and expenses, savings, investments, assets, liabilities and more.
Before we start the process, we require all clients to sign a formal ‘Letter of Understanding & Service Engagement’ Agreement with Fintenet to establish the Client-Consultant Relationship.
Step 3: Data Analysis & Solution Formulation
Our internal data processing system draws up the financial allocations that need to go into each of the gap areas identified in the ‘Free Financial Scan Summary Gap report’. We identify financial goals to be addressed at all timelines including insurance needs, education needs, investment needs to purchase assets, retirement needs and estate transfer needs. The funds needed to meet these goals are then adjusted for inflation and arrive at Future Value (FV) of present expenses. We recommend instruments and monthly/annual allocations to be invested to meet the respective financial goals as and when they arise, so you are ready.
Step 4: Final 'Financial Planning Report'
Based on all data analysis and financial allocations, we draw the final ‘Financial Planning Report’ custom made for meeting all identified financial goals of the client. This comprehensive report will act as roadmap for the client in terms of what, where, when and how to invest and secure his/her financial goals going forward.
THE PROCESS
Welcome to Fintenet's Proprietory System of Financial Planning.
We are on target to bring peace of mind to an average of 100 clients every year. And to earn 1000s of smiles in the process.
We follow best practices in personal/family financial planning so our clients are always on track to meet their financial goals going forward.
Step1: Book free Consultation with Fintenet
The best way to get started often is with a nudge. To give you a nudge, we have offered a free ‘no-obligation to buy’ consultation service with our financial planning experts to understand where you stand vis-a-vis the benchmark standards. You can book free consultation through phone or email or videochat.
We will ask for some very basic personal and financial information to help us build a “Risk profile” report as well as to guage the extent of gap existing between your existing investments and financial allocations and the actual requirements that your financial goals warrant.
With these basic data, we will build a ‘Summary Financial Gap Report’ that underlines the action plan to bridge the gap between your present investment readiness and actual needs going forward, including recommendations and complete action planning.
Step 2: Formal 'Letter of Understanding & Service Engagement' Agreement with Client
Should you feel the need to go for our paid service (once our clients read the free Summary gap report, they are shaken out of their slumber), we will have further telephonic/videochats with you to fill up financial data forms critical to the finalisation of various components of the Final Financial plan report.
These include information about Life insurance and health insurance plans, secured and unsecured loans; annual income and expenses, savings, investments, assets, liabilities and more.
Before we start the process, we require all clients to sign a formal ‘Letter of Understanding & Service Engagement’ Agreement with Fintenet to establish the Client-Consultant Relationship.
Step 3: Data Analysis & Solution Formulation
Our internal data processing system draws up the financial allocations that need to go into each of the gap areas identified in the ‘Free Financial Scan Summary Gap report’. We identify financial goals to be addressed at all timelines including insurance needs, education needs, investment needs to purchase assets, retirement needs and estate transfer needs. The funds needed to meet these goals are then adjusted for inflation and arrive at Future Value (FV) of present expenses. We recommend instruments and monthly/annual allocations to be invested to meet the respective financial goals as and when they arise, so you are ready.
Step 4: Final 'Financial Planning Report'
Based on all data analysis and financial allocations, we draw the final ‘Financial Planning Report’ custom made for meeting all identified financial goals of the client. This comprehensive report will act as roadmap for the client in terms of what, where, when and how to invest and secure his/her financial goals going forward.
FINTENET PROUDLY PRESENTS
FREE FINANCIAL HEALTH SCAN
Whether you love 1:1 email chat or a direct telephonic chat or a video chat, our financial planning experts are always eager to interact with you. Book Now.
Chat with Us
Your first free booking entitles you to get a free financial health scan report from Fintenet. This report opens up the scope for further deep dive into your present financial status, short and long term goals which will be the basis for data analysis and financial recommendations.
Live Webinars
Get free access to all webinars conducted by Fintenet. Learn and explore emerging best practices in behavioural finance, portfolio management, risk mitigation strategies, financial market happening and more.
Podcasts
In a series of fresh podcasts every fortnight, we bring you the truth and mysteries of financial markets and financial tenets that influence our solutions for a changing global environment.
We are where you are.
Across major Social Media Platforms.
Upcoming Live Webinars
Time and again, our experts at Fintenet create exciting topics on all components of financial planning and offer free webinars to share their expertise with the general public as part of our democratisation of financial literacy program.
Feel free to benefit from these wonderful eye-openers to gain insights into managing your personal finance. We are thrilled to invite you for an open discussion on financial planning themes whenever we are ready for it.
Upcoming LIVE Webinars
Time and again, our experts at Fintenet create exciting topics on all components of financial planning and offer free webinars to share their expertise with the general public as part of our democratisation of financial literacy program.
Feel free to benefit from these wonderful eye-openers to gain insights into managing your personal finance. We are thrilled to invite you for an open discussion on financial planning themes whenever we are ready for it.
FOR ONLY $150, ENSURE PEACE OF MIND FOR LIFE
We have several options to set you on the right path of financial serenity. Engage us on a preset plan or discuss with us a bespoke solution to your financial goals going ahead.
FOR ONLY $150, ENSURE FINANCIAL SERENITY FOR LIFE
We have several options to set you on the right path of financial serenity. Engage us on a preset plan or discuss with us a bespoke solution to your financial goals going ahead. You can book a free 30 minutes call with our experts to get started. Call +91-9890005575 Now!
SILVER PLAN
FREE FINANCIAL HEALTH SCAN- Includes Free Financial Health Scan Consultation (phone/email/videochat): Duration: 30 mins
- Free Financial Scan Report
GOLD PLAN* (MOST FAVOURITE)
COMPLETE FINANCIAL PLANNING REPORT- Includes Silver +
- Full Financial Plan (soft and hard copy)
- Free Access to learning resources in Money, stocks & Financial planning domain.
- Free Lifetime Access to all Webinars held by Fintenet consultants.
- Free access to online community resources and memberships
PLATINUM PLAN
PLATINUM PLAN--COMPLETE FP REPORT PLUS+- Includes Silver +
- Full Financial Plan (soft and hard copy)
- Free Online F2F review consultations (every 6 months) for 3 years.
- Free Access to learning resources in Money, stocks & Financial planning domain.
- Free Lifetime Access to all Webinars held by Fintenet consultants.
- Free access to online community resources and memberships