Expertise
Our team comprises seasoned professionals with extensive experience in financial planning, investment management, and estate planning. We bring a wealth of knowledge to help navigate complex financial landscapes.
Welcome to Finnova Financial Services
Finnova Financial Services is a premier financial services firm dedicated to providing comprehensive solutions to individuals and families seeking to secure their financial future.
With a focus on trust, expertise, and personalized service, we strive to empower our clients to make informed decisions and achieve their long-term financial goals.
Our smart approach
- Agile Adaptation to Market Dynamics.
- Innovative Technology for Efficient Solutions.
- Precision Tailoring for Personalized Solutions.
Why Choose Us
Tailored Solutions
We understand that each client has unique needs and objectives. That's why we take a personalized approach to develop customized strategies that align with our clients' goals and aspirations.
Comprehensive Services
From will and trust planning to tax planning and investment strategy, we offer a comprehensive suite of services to address all aspects of our clients' financial lives.
Client-Centric Approach
At Finnova Financial Services, our clients always come first. We prioritize building lasting relationships based on trust, transparency, and integrity, ensuring that their best interests remain at the forefront of everything we do.
Commitment to Excellence
We are committed to delivering excellence in every aspect of our service, from advice quality to client support. Our dedication to continuous improvement drives us to exceed expectations and deliver exceptional results.
Long-Term Partnership
We view our relationship with clients as a long-term partnership. Beyond initial planning, we remain dedicated to supporting our clients throughout their journey, adapting strategies as needs evolve.
Founder & CEO
Mr. Yogesh Shinde
Founder & CEO
(info@finnovasolutions.in)
With a rich experience of Many years in the Financial Markets, Mr. Yogesh Shinde stands as the driving force behind Finnova Financial Services.
Yogesh Shinde has a passion for delivering solutions with a simplistic approach.
He constantly strives to ensure that the client's fears and worries related to money are reduced, apart from being a Master's in Commerce with a specialization in Finance. Having extensively travelled across the country during his role as the Senior Operation Manager with TATA AIA Life Insurance, he has built high-performance-oriented teams for TATA. He is among the first few financial planners to be listed on the Kinder Institute of Life Planning. experience in the financial industry and having in-depth knowledge of taxation, accounting, and investment, he offers the perfect blend of logical and rational investment options to his clients. Backed by his expertise in taxation and retirement planning, one is assured of the most tax-efficient options for any financial requirement. .
Our Financial Services
Mutual Funds
Mutual Fund is a Diversified investment vehicles pooling money from multiple investors to invest in a variety of assets for potential growth.
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Financial Planning
We offer holistic financial planning services encompassing budgeting, retirement planning, risk management, and more, to help clients achieve their long-term financial goals.
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Tax Planning
Our tax planning services are aimed at helping clients minimize their tax burden through strategic planning and implementation of tax-efficient strategies.
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Child Education Planning
We assist parents in creating strategies to save for their children's education expenses, whether through college savings accounts, trusts, or other investment vehicles.
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Bonds
We provide access to a wide range of bond investments, helping clients diversify their portfolios and generate stable income streams.
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PMS
Portfolio Management Services are investment services offered by our professional portfolio managers to cater to the individual investment objectives of our clients.
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Will and Trust Planning
We help clients create comprehensive wills and trusts tailored to their unique circumstances, ensuring their assets are protected and distributed according to their wishes.
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Estate Planning
We work with clients to develop estate plans that preserve wealth, minimize tax liabilities, and facilitate the smooth transfer of assets to future generations.
Know MoreOur Values
Integrity
We uphold the highest standards of integrity, always acting ethically and transparently in all our interactions with clients and stakeholders.
Trust
We recognize that trust is the foundation of any relationship. We strive to earn and maintain the trust of our clients by consistently delivering on our promises and acting in their interests.
Professionalism
We conduct ourselves with professionalism and expertise, demonstrating a commitment to excellence in everything we do.
Client-Centricity
Our clients are at the center of everything we do. We listen attentively to their needs, preferences, and concerns, and tailor our solutions accordingly.
Innovation
We embrace innovation and creativity in our approach to financial planning, continuously seeking new ways to add value and improve outcomes for our clients.
Community Engagement
We are actively engaged in our local communities, supporting charitable initiatives and organizations that make a positive impact on the lives of others.
For inquiries or to schedule a consultation, please reach out to us at:
Email: info@finnovasolutions.in
Phone: +91 9673709909