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The Indian financial advisory industry is a booming market segment with a number of players operating in this stratum. With more and more businesses starting to enter the industry, many find it hard to get a topnotch financial advisor, who offer the best value for money offerings. FinnServ is one exemplary financial advisory services company that has been able to make a name for themselves in the industry owing to the quality of their offerings and the transparency of their operations. The company's commitment to never compromise on the quality of their offerings have helped them to build a positive reputation and create a niche in the market. FinnServ is the brainchild of the dynamic duo of Venkatesan Srinivasan & Rajashree Venkatesan and they have set out to create a reliable financial advisor who can provide customized solutions for their clients.Talking more about the inception story and the services offer by FinnServ,Venkatesan says, "Instead of One Company, me and Rajashree believed that our expertise can be utilized for more companies. With this thought, in 1991 we started Essar Exim & Financial Services (shortly called as "FinnServ") to render Foreign Trade & Financial Related Consultancy services to our esteemed clients. When we were in the talks of starting a company, we realized that Advisory Services are very much essential for the entire global industry and for established business as well as an individual, professional guidance is very much needed when it comes to Finance. It is indispensable like Doctors, Advocates, etc and making the customers aware about the industry & calculated risk taking are very much essential, for sailing with our rapidly growing economy.
To achieve this, we are guiding & updating our clients regularly in these aspects and handholding them through the entire process. To cater to the varied requirements of our clients, we have created an impressive
service portfolio that includes Income tax Filing, Financial Planning, etc."We get numerous queries regarding tax rules, exemption provisions, tax saving avenues wealth management services, Liability Hedging, etc. we handle them swiftly. Certain areas like dual taxation, legal aspects, etc. we will forward to our close associates to handle directly. Portfolio Creation, Rebalancing & Wealth Management System offered to our clients, to ensure that they grow wealthier. We have Client Desk App & Wealth Account App these will be given to each of our clients,with real time updates. We conduct regularly Client Meets both Online/offline, educational programs, Review meets etc. as well"
Owing to their vast experience of over 35 years in the Financial Sector, FinnServ now have the power to pick and choose their clients and not the other way around. After onboarding the client, the company ensures that a Comprehensive Financial Planning is well implemented for them along with a Monitoring System (APP) given to each client.
"Our clients & their family will always have abundance as the Affordable Financial Planning(AFP) module itself is created with the clear mission of Securing Today & Ensuring Tomorrow, adequately. We also have to acknowledge LIC of India & NJ Wealth, for beautiful Products & services, support system, clientele management system & for a long term business module with a win-win situation together with Goals Achievement Planning & ultra techno support.
For our future, we have designed our action plan suitably, by way of Affordable Financial Planning. We are determined to create 500 Millionaires and that is our goal by 2026. We have also created a Charitable Trust (Registered) and contribute to various institutions, as a permanent support system. After all, CSR should start from us before recommending to others, right? And this is something that is very important to our organization", says Rajashree when talking more about the company's clientele and their future aspirations.
Owing to their vast experience of over 35 years in the Financial Sector, FinnServ now have the power to pick and choose their clients and not the other way around
Owing to their vast experience of over 35 years in the Financial Sector, FinnServ now have the power to pick and choose their clients and not the other way around. After onboarding the client, the company ensures that a Comprehensive Financial Planning is well implemented for them along with a Monitoring System (APP) given to each client.
"Our clients & their family will always have abundance as the Affordable Financial Planning(AFP) module itself is created with the clear mission of Securing Today & Ensuring Tomorrow, adequately. We also have to acknowledge LIC of India & NJ Wealth, for beautiful Products & services, support system, clientele management system & for a long term business module with a win-win situation together with Goals Achievement Planning & ultra techno support.
For our future, we have designed our action plan suitably, by way of Affordable Financial Planning. We are determined to create 500 Millionaires and that is our goal by 2026. We have also created a Charitable Trust (Registered) and contribute to various institutions, as a permanent support system. After all, CSR should start from us before recommending to others, right? And this is something that is very important to our organization", says Rajashree when talking more about the company's clientele and their future aspirations.