Services

Financial Literacy

Financial Literacy, as a life skill, is an absolute necessity, for the management of personal finances. The complexity of financial products, the prevalence of fraudulent and Ponzi schemes, the need for funds for a better quality of life, financial literacy gains greater significance.

Financial Planning & Management

Financial Planning is the process of estimating financial needs of a person and to implement a comprehensive plan to meet those financial needs during his or her lifetime. It is the process of allocating funds for various requirements – Family & Personal needs both Present & Future, Recurring & Ad hoc. It is the process of optimum allocation of income for Essentials, Necessities, Maintenance, Luxuries and Holidays etc. Last but not the least for Savings and Investments for the unforeseen future. Money Saved is Money Earned.

Investment Planning & Management

Investment planning is the process of identifying financial goals and converting them into Specific, Measurable, Achievable, Realistic, Time-bound wealth drivers. Investment planning is the main component of financial planning, with available resources. The key to this approach is a process that identifies investment goals and objectives, determines risk tolerance, both financial tolerance and emotional tolerance and structure a suitable portfolio.

Wealth Planning & Management

Wealth Planning is the systematic, determined, goal oriented, strategic journey of creation of wealth through savings, investments, acquisition & disposal of assets.

Insurance Planning & Management

Insurance planning is a critical component of a comprehensive financial plan that includes evaluating risks and determining the proper insurance coverage to mitigate those risks. Insurance plans are beneficial to anyone looking to protect their family, assets/property and themselves from financial risk/losses: Insurance plans help pay for medical emergencies, hospitalisation, contraction of any illnesses and treatment, and medical care required in the future.

Retirement Planning & Management

Retirement planning is the process of setting retirement income goals and the actions and decisions necessary to achieve those goals. Retirement planning includes identifying sources of income, estimating expenses, implementing a savings program, and managing assets and ris

Frequently Asked Questions

finvelth is the acronym for Finance, Investment and Wealth. The Paradigm is Finance + Investment = Wealth creation

Educating young people in the nuances of Financial Literacy. Demystifying the world of finance, savings, investments, insurance, retirement corpus, wealth creation etc.

Through webinars, online training sessions, guidance on investment, portfolio creation, diversification etc.

The concept of investment is long term. A time frame of 3 to 5 years can give handsome results. There is no fixed percentage that can be quoted. But one can expect reasonable returns in the range of 15 to 20%. But all investments carry market risks.

Our role is to educate, to inform, to guide, to mentor, to instruct, to impart knowledge, and to provide leads to the innumerable investment opportunities that are available. But the decision to invest or not to invest rests with the investor. Our mission is to show the path.