DISCOVER
Understand the service
Review the approach, tools and service options on Finvestor.in. Public calculators are educational and do not save personal data.
HomeThe advisory journey
A clear sequence, with no hidden leap from data to advice.
Finvestor explains the service. Passbook.Finance is the secure workspace where onboarding, records, agreements and paid advisory services come together.
CREATE YOUR FINANCIAL RECORD
Build your profile in Passbook
Enter profile, family, cash-flow, liabilities and investment details. Uploaded statements help reduce repeated data entry.
ASSESS READINESS
Complete risk profiling
Risk capacity and risk tolerance are assessed separately, with objective financial modifiers and behavioural safeguards.
FORMALISE
Select a service and sign
The selected service, price and scope are snapshotted into the engagement. The agreement is generated and signed through Aadhaar eSign.
ACT
Pay and begin the engagement
Successful payment activates the relevant service. Advice, goals, actions, adviser notes and reports then remain visible in one workspace.
REVIEW
Track decisions over time
Financial circumstances, goals and markets change. Reviews document what changed, why it matters and what action follows.
YOUR SECURE WORKSPACEContinue the journey in Passbook.
Open Passbook