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What We Do

Wealth Management

While a cornucopia of information exists on investments, it remains under-utilized due to lack of discipline and oversight. At FinFix®, we embed the principle of asset allocation as part of a meticulous approach towards managing your wealth.

Research

Financial research is at the core of FinFix®. In addition to providing insightful research solutions to our B2B clients, we leverage our research capabilities to make our investment management processes more robust.

WIN™

We believe that women are excellent at managing money, but this skill is often limited to household budgets. WIN™ is our initiative to make women more aware and proactive with matters related to personal finance.

Financial Planning

Financial planning is analogous to a GPS guided navigation system. Just like a navigation system is needed to traverse through unfamiliar grounds, financing planning is paramount to any financial journey.


Our Approach

Client First

We don’t prioritize numbers over people. The fact that we do not set any sales targets allows us to whole-heartedly focus on setting quality standards whereby our clients feel honestly represented and cared for.

Process Driven

We go from the A to Z of investments using a multi-tiered process that encompasses a comprehensive, consistent, and detailed approach. Our focus is on ‘solutions,’ and not on ‘products.’ Our strategies are pragmatic and timebound.

Transparency

We believe in an open and honest channel of communication with our clients. We are transparent in our approach, and about our services and costs. We have no qualms in specifying what we can and cannot deliver.

Long-Term Focus

We believe in building strong relationships with our clients, something that needs time and trust. Likewise, our investment approach focuses on building long-term value, rather than delving into speculative investment gimmicks or shoddy options.

Knowledge Based

The solutions we offer are not based on a market trend or a fad to push a product, but are backed by data, research, and in-depth analyses. All decisions are made after sifting through all the relevant data with a fine-tooth comb.

Risk Management

Risk management is the cornerstone of any sound decision. Thus, it is important to understand and measure the sources of risk and to take steps to manage those risks, using quantitative and qualitative factors in the assessment process.



News & Media


Should You Select Funds Based On Past Performance | BloombergQuint

ESG Funds | CNBC-TV18

Asset Allocation | ET Wealth Workshop