Regulated responsibilityPersonalised advice remains the responsibility of the registered adviser.
Advice before products
Turn financial details into decisions you can live with.
Finvestor brings your cash flow, protection, goals, investments and risk profile into one disciplined financial-planning journey led by a SEBI Registered Investment Adviser.
SEBI RIA Individual Investment Adviser Human-led and AI-assisted workflows
THE DIGITAL WORKSPACEPassbook.FinanceSecure onboarding, financial records, advice and progress.
One connected journey
From scattered numbers to an accountable plan
Your inputs, risk assessment, agreement, payment and advice should form one traceable journey rather than a chain of disconnected forms.
- 01UnderstandProfile, finances and priorities
- 02AssessCapacity, tolerance and readiness
- 03EngageChoose, sign and pay securely
- 04ActGoals, advice and reviews
What guides the work
Financial planning is more than selecting investments.
Advice should begin with financial resilience and personal constraints. Investment implementation follows only after the foundations and trade-offs are visible.
Why choose an RIAGoals before productsRecommendations should serve a purpose, horizon and risk boundary.
Visible assumptionsIllustrations, fees and key decisions should be understandable and reviewable.
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Browser-based tools for useful first estimates. Your entries stay in your browser and are not saved by these public calculators.
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Tax regimePublished service options
Choose the depth of support you need
Prices below are maintained manually for this public website. The current plan terms are confirmed inside Passbook before engagement.
Investor disclosure
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