the Finvesting Firm

the Finvesting Firmthe Finvesting Firmthe Finvesting Firm

the Finvesting Firm

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Who we are...?

Ratan Jain, Wealth Management, MBA Finance

the Finvesting Firm, founded by Ratan Jain, is an One stop financial solution for the salaried and businesses. The primary pillars of his approach are:

  • Having a clear vision of your financial life
  • Using SMART instruments aligned to the vision
  • Developing a feasible plan to achieve those goals
  • Implement the plan based on data and without any biased advice

About Us

Advice based on Experience and not Opinions

Advice based on Experience and not Opinions

Advice based on Experience and not Opinions

We look into the best form of investing even in the high and low market to make sure to optimize the return without taking higher risk.

We adapt with the current scenario and do not propose any age old advice which may not be relevant anymore

A Proven Approach

Advice based on Experience and not Opinions

Advice based on Experience and not Opinions

We start by analyzing your goals and requirement. Then we propose the structure of the plan that suits you and the ways we can we help in achieving your goals. Finally, we provide the the price quote based on the services you require.

Why Us?

Advice based on Experience and not Opinions

Why Us?

Our team is comprised of people with different kinds of financial experience, but we all have this in common--a commitment to ethics and integrity. We’re all fully committed and you can count on unbiased recommendations and impartial guidance.

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