We are an independent financial and real estate advisor engaged in the distribution of financial products & services, real estate, and loans.

1. YourPartnerfor:
-FinancialPlanning
-WealthManagement
-TaxPlanning
-PortfolioManagement
-MutualFunds
-Insurance
-RealEstate
-HomeLoans
-EstatePlanning(Wills)
www.finviseindia.com

2. WhoWeAre?? • Independent advisors and distributor of financial products, real
estate & loans.
•Vast Industry experience with comprehensive knowledge of
financial products, real estate & mortgage.
• Working with Business Class, Professionals, Self Employed &
employees of Corporates such as GE Capital, Evalueserve, Simon
Carves, Metso Minerals, Canon, McKenzie,Genpact, Cairn India,
Philips, Punj Lloyd, Cargill, Hughes, GMR,WAGO, etc.

3. WhatWe Do??
 We help you organise and declutter your financial life
 We understand, analyse and help you invest for life goals
 We will stay with you till you reach your goals in life
 We help you avoid take wrong decisions driven by emotions
 We help you to be prepared for emergencies and transitions
 We will stand by your family members in case of emergencies
 We educate you on the do’s and don’ts of money management
 We help you to save/invest regularly, bring in discipline
 We avoid you make mistakes of getting into latest trends / fads.
 We do Asset Allocation & Portfolio Rebalancing on a regular basis
and also help you select top class investment products & schemes

4. Our Products
&Services
 Financial Planning
 Mutual Fund Advisory – Equity, Debt & Hybrid
 InsuranceAdvisory – Life & General
 Tax Planning & Filing
 Estate Planning –Wills &WealthTransfer
 Real Estate (Original bookings/Resale/Leasing)
 Wealth/Portfolio Management & Advisory
 Home loans (New Loans/BalanceTransfer)
 SME Loans
 Project Financing
 Documentation Management

5. Investing

6. Bachat, Nivesh
aurAap

7. WhyShould I
Invest??

8. Important
Questions to
ask before
Investing

9. WhatShould
You Do Before
YouStart
Investing??

11. Investing by
Age

12. QuizTime

13. 5Types of
Investment
Risks

14. Compounding is the
8thWonderof the
World –Albert Einstein

15. “Magic of
Compounding”

16. “Rule of 72”

17. “Rule of 72”

18. Why should
you Invest in
Mutual Funds

20. Have you
Planned your
Investment
Bucket-List??

22. THANKYOU
Contact us for :
Financial Planning, Investments, Mutual Funds, Real Estate,
Home Loans, Insurance, Wills
Email: contact@finviseindia.com
TEL: +91-9582250638