Services
Mutual Fund Selection
You don’t have to navigate thousands of schemes alone. We shortlist Mutual Funds based on performance, consistency, fund manager track record, and suitability. You invest directly through trusted AMCs using our ARN code, without paperwork or confusion.
Retirement Planning
You plan now so you don’t have to worry later. We help you estimate how much you’ll need after you stop working and build a plan to get there. This includes choosing the right investment products, creating a steady income stream, and adjusting as your needs change.
Wealth Creation & Management
You aim to grow and protect your money over time. We offer a long-term investment strategy based on your goals and financial situation. This includes portfolio tracking, reviews, and adjustments to help you stay on track.
Real Estate Planning
You may plan to buy property for living, renting, or as an investment. We help you assess affordability, plan for down payments, understand loan options, and weigh risks. Our goal is to ensure your real estate decisions support your overall financial goals without straining your cash flow.
Insurance Services
You need protection against life’s uncertainties. We help you understand what kind of insurance you actually need—be it life, health, or term coverage. We focus on right-sizing your cover, avoiding unnecessary policies, and ensuring you don’t overpay for peace of mind.
Education & Marriage Plans
You want to secure your child’s future. We calculate future education and wedding costs, adjust for inflation, and create a structured investment plan. This ensures you’re financially prepared when the time comes, without burdening your current lifestyle.
Financial Budgeting
You want control over your money. We help you track income and expenses, prioritize spending, and set limits to avoid debt. The goal is to help you live within your means, save consistently, and stay aligned with your long-term goals.
Emergency Fund Structuring
You need a safety net. We help you build a liquid and accessible fund to handle medical bills, job loss, or unexpected events. The fund is planned to cover 3–6 months of your expenses, with minimal risk and quick access.
Tax-Efficient Investment
You want to keep more of what you earn. We design investment plans that reduce your tax liability using schemes like ELSS, PPF, and others. You get the right balance between returns and tax savings, without overcomplicating the process.
Testimonials
"The advice I got completely changed how I look at my finances — feeling much more confident now!" - A satisfied client
"From choosing schemes to tracking progress, the support has been really helpful and friendly." - A satisfied client
"Simple advice, no jargon, and very practical. Exactly what I needed to start investing. Felt like a financial mentor." - A satisfied client
"They helped me set up my SIP properly and now I finally feel like my money is working for me." - A satisfied client
"Budget planning always felt confusing, but the way it was explained made it actually doable." - A satisfied client
"Earlier I was just saving randomly, now I have a proper financial plan and clear goals." - A satisfied client
"Nobody explains Risks. But they did it with honesty and still showed how to invest smartly. That built a lot of trust." - A satisfied client
"I finally understood how to balance expenses, savings, and investments without feeling restricted." - A satisfied client
"Money always flowed away like sea waves. With the help of Finiqus, I am now able to keep them invested." - A satisfied client
Trusted by over 200 clients across India.
Managing Rs. 120 Million+ worth of Assets with more than 5 years of experience
Join us to make your financial future, a better place.