Wish to buy your dream house? Saving for children’s education? Worried about your Retirement Corpus? Current investments not good enough? If any of these questions trouble you, MasterPlan is just the right solution. Masterplan gives you an expertly created & customized financial plan that suits your current and future financial requirements. Its a 3 in 1 solution that gives you unbiased, commission free advise on Mutual funds, insurance and your existing investments. We have always believed that Finology stands for “Good for you Advise” and therefore, we don’t recommend any instruments, mutual funds, insurance etc out of prospective commission. We create a plan thats best for your wealth and there can be absolutely no compromises with your dream.

1. support@finology.in
+91 91099 99501
Finology Ventures Private Limited
312, 36Inc, 3rd Floor, City Centre Mall,
Pandri, Raipur (Chhattishgarh)
Website www.finology.in
R
MASTERPLAN

2. Why should you Subscribe?
Wishtobuyyourdreamhouse?
Savingforchildren’seduca on?
WorriedaboutyourRe rementCorpus?
Currentinvestmentsnotgoodenough?
Ifanyoftheseques onstroubleyou,MasterPlanisjusttherightsolu on.
Masterplan gives you an expertly created & customized financial plan that suits your
current and future financial requirements. Its a 3 in 1 solu on that gives you unbiased,
commission free advise on Mutual funds, insurance and your exis ng investments. We
have always believed that Finology stands for “Good for you Advise” and therefore, we
don’t recommend any instruments, mutual funds, insurance etc out of prospec ve
commission. We create a plan thats best for your wealth and there can be absolutely no
compromiseswithyourdream.
What do you get by op ng for Master Plan with us?
Detailed risk profiling: Detailed risk profiling is done by our in-house expert team to
minimizeyourriskofinvestmentandmaximizeyourprofits.
Customized wealth planning: We plan your Mutual fund investment, health and life
insurance advise by customizing them to your specific needs. We gauge your financial
priori esanddesignaplantohelpyouachievethosepriori es.
Tax planning: We make sure that all the basic elements of your master plan is designed in
suchamannerthattheyworktogetherinthemosttax-efficientmanner.
Re rement planning: Re rement planning is done by us to ensure you gain total financial
independence post-re rement. The profits generated and the savings created are
allocatedinsuchawaythatyouhaveenoughmoneywithyouinyouroldage.
Life and Health Insurance sugges ons: Our team of experts work constantly to bring to
youthebestlifeandhealthinsuranceplans.
Best Mutual Funds for you: Out of thousands of mutual fund schemes available, we select
onlythemostsuitedschemethatmatchesyourriskabilityandyourfinancial goals.
What is not included in our Master plan?
Dearguest,webelievein100%transparencyandvalueeverypennygiventousbyyou.We
wouldlikeyoutoknowclearlythatourmasterplandoesnotincludethefollowing:
Nostockrecommenda ons
Noderiva ves,currencyorcommodityrecommenda on

3. No commission, No bias policy @ Finology
THEFINOLOGY
ADVANTAGE
Finology strongly believes in inculca ng long term
Inves ng habit as it is based on the solid fundamentals
with me tested value inves ng principles. Our in-
house Deep Scan Process ensures to eliminate the
wealth destroying and risky instruments. This helps in a
big way to protect your profits which may get
exhaustedifyoupickupjustafewriskyinstruments.
We recommend any instrument only if
it passes our in-house deep scan test
wherein we check if the instrument has
the following characteris cs.
Deep Scan Process
Value inves ng is the philosophy
behind legends like Warren Buffet,
Benjamin graham etc. Finology
exclusively follows the principles of
value inves ng to help you build a low
risk-high return Por olio.
Value inves ng Philosophy
We hunt for Instruments with durable
and strong compe ve advantage to
enable mul year compounding of our
picks. This enables you to generate
immense wealth using the power of
compounding.
Strong Moat Instruments
Our advice is 100% unbiased and
independent. We don't accept any
commission or remunera on to
recommend a par cular instrument. So
you can be sure that we always our
clients interest in mind.
Zero Commission policy
1

4. Frequently Asked Ques ons
GETyour
queries answered
Subscribe Now.
1.) Will I get Stock Recommenda ons?
Sorry Masterplan includes recommenda ons and review of
mutual funds, insurance, Ulips, Tax saving & re rement plans. For
recommenda ons and reviews on Stocks, kindly upgrade to our
FinboxService.
2.) How Many Recommenda on will be given?
Number of recommenda ons will depend on your needs and
goals. It will vary according to our assessment of what is right for
you.
3.) Can I Share my subscrip on with my friends ?
Please don't ! Your personalized investment plan is prepared on
the basis of your risk profile, goals and cashflows and might not be
suitableforsomeoneelse.
4.) Who will Prepare the financial plan for me?
Finology Ventures Pvt Ltd is a SEBI Registered investment advisor,
our Qualified experts are involved in financial plan prepara on
process.
5.) Will you also review exis ng investment?
We will review your exis ng investments in mutual fund, ULIPs,
re rement and insurance products. For review of your
investments in stocks, kindly upgrade to our feature rich Finbox
Service. The review is limited to a maximum of 10
Schemes/investmentproducts.
5.) What about Refund?
Sorry, since the nature of service is such that you get access to the
complete benefits as soon as you subscribe, and these benefits
are irrevocable in nature, issuing a refund is not possible. But be
rest assured, our 'Good for you services' will help you invest
successfullyinthelongrun.

5. Personalized Mutual Funds
Tax Planning Guide
Risk Adjusted Recommenda ons
Life & Health Insurance Advice
Relevant Re rement Plans
Review of up to 10 Exis ng Investments
Asset Alloca on Guide
Masterplan
Your Personalized Investment plan created
by expert
Starts at ₹9999₹ 12000
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