Who We Are
We are a team of professionals who have come together to create a platform that allows you to harness the maximum possible advantage from the multitude of options that are available for creating wealth.
At Fincun, individuals do business with individuals. A personal approach and human contact really do lie at our core. That’s how we define ‘service’.
Fincun Private Ltd. is registered as a Financial Advisory and Planning entity with Ministry of Corporate Affairs,India. We have a passion for providing clients with objective investment advice and wealth management solutions. Our purpose, coupled with our fiduciary commitment, is essential in helping clients achieve their financial goals. Our firm is dedicated to providing unparalleled financial planning and investment advice to individuals, families, businesses and institutions.
Our team applies a comprehensive and integrated approach to wealth management by taking the time to listen and understand our clients’ unique financial objectives and concerns. We deliver advice and solutions tailored to help clients work toward financial success coupled with one of the most important components – Care.
We have identified key areas that are critical and integral to a client’s financial success. These planning areas encompass:
| Investment Planning & Management | Retirement Planning | Estate Planning | Tax Planning | Business Planning | Insurance Planning | Education Planning | Income Protection & Asset Preservation |
Each key area is further broken down to hone in on specific ideas and strategies to achieve results which are unique to each client’s needs.
Our mission is to provide you with objective guidance, a tailored client experience, customized investment solutions, and accessible advisors as we assist you with your complex financial matters with the highest levels of honesty, integrity, and excellence possible.We strive hard to provide peace of mind through in-depth financial planning to help clients achieve their personal goals and objectives.
We believe in...
|Proactive communication | Fresh ideas | Education | Transparency | Putting our clients first | The importance of our clients’ dreams | Extensive detailing so you feel empowered, comfortable and confident | Providing a comprehensive and holistic approach to wealth management and financial planning | Providing you with a team that is 100% dedicated to creating a plan that fits your wealth management needs |
Our core values…
| Integrity | Excellence |Trust | Respect | Commitment | Collaboration | Responsibility |
Commitment to Excellence
Our team’s vision is to provide the highest quality investment management services. Our combined experience and knowledge in the financial planning and accounting industries enable us to provide holistic life planning uniquely designed to achieve our clients’ personal goals. We maintain long-term relationships with you, based on mutual respect, a structured and disciplined process, personal communication, and performance. We are proud of the fact that most new clients are referred by existing clients and our business relationships, and we work diligently to build their confidence and trust. We invite you to experience the personalized attention that is unique to Fincun.