"You can't win until you do this"

FAQ

It is a platform which provides complete financial solutions for any individual.

You can find your financial goals in a single step through the intelligent process of the platform.

This platform will help you to make informed financial choices

Complete and comprehensive financial planning and risk profiling

Investment recommendation based on goal and goal tracking

All-time expert view on your investment portfolio

Tax computation

Paperless investment in mutual funds

It is a complete robo advisory platform for comprehensive financial planning

Only platform that considers your asset value while making financial plan

Auto goal and auto risk analyzer

Provide your Email ID and password

Confirmation you e-mail and you are done!

Yes. Findvise will provide investment recommendations, which are well researched and will help in the attainment of your financial goals.

The 24x7 trigger will provide auto suggestion on your portfolio with the changes in the market.

Experienced domain experts do in-house research on the various investment products.

The in-depth research on various product classes will help you to choose the right investments.

Get registered with Findvise, following a very simple process

Findvise will help you with the required documentation for making investment

Findvise is absolutely safe for making financial transactions as the security standards is the same as what your bank offers.

Ownership of all assets remains with the investors and using the platform, you can invest, track and keep an updated record.

Our Fund Analyzer team uses a thorough and robust process to provide the best list of funds in each category. A quick recommendation process is stated below:

  1. Select funds with a proven track record of higher return for the last 3 to 5 years, with special emphasis on less expense ratio.
  2. Check the fund manager’s performance, his outlook towards the market and asset allocation strategy.
  3. Analyze the funds in different market parameter scenarios and find the correlation between funds return and market volatility.
In case of Equity recommendation:
  1. Focus more on risk score and give less exposure to Mid & Small Cap funds.
  2. Check the fund’s portfolio holding stocks, their market capitalization, and movement of the industry.
In case of Debt recommendation:
  1. Focus more on risk score and predicted length of the investment horizon.
  2. Check the present portfolio holding of the fund, their ratings, yield to maturity, and maturity period.
  3. Avoid funds, which consist of low rated debts, and some volatile industry oriented debts.
  4. Consider 6 month and 1 year returns to analyze in case of investment, which are less than 1 year.

Payments can be made through net banking, NEFT, RTGS, or through direct payment by filling one time mandate form.

Your just have to fill your basic data in Findvise website.

A prefilled form will be sent to your email id.

Take a print out of that form, sign at the appropriate places, paste a passport size photograph, and send it to authorized body along with your self-attested required documents copy, like PAN card and Address proof.

No. There are no fees for registering with Findvise.

Yes. You need to be a member of Findvise to make investments using the platform.

Yes. Though various alerts and notifications, the platform will help you manage your finances.

Yes, you can use selective services available on the Findvise platform. However, it is recommended that you use all the services for a holistic experience.

Here are 6 easy steps to make the best use of Findvise:

Register yourself with Findvise.

Create your profile by filling in some basic data about you and your family.

Complete the risk analysis process and the system will auto suggest your required goals, which you can edit or alter anytime.

Add your assets.

Create your financial plan and optimize your returns through the Findvise advisory.

Invest through Findvise and save your transaction cost.

Commissions from the product manufacturers. (This is a normal industry practice, so the cost of the investment products from any distributor or advisor, on Findvise or any other site or is the same. However, this is in no way related to the investment amount made by you.)

Like being First?

Subscribe now to get the latest info, offers and more, before anybody else.

We promise not to spam you!


Chat with us:

google-assistant messenger-bot skype-bot
Contact us:

Email :
support@findvise.com

Reach us :
+91 6290 766 879

Supported by:

Accelerated from:

Findvise is a web app for financial planning and mutual fund distribution under the name of Koushik Sur, registered with the Association of Mutual Funds in India (AMFI), and the ARN no. 120471. Recommendations and suggestions provided to customers regarding mutual funds by Findvise is incidental and not its primary activity. Recommendations on products other than mutual funds are provided only on request. The Financial planning services on the Findvise platform is provided by Koushik Sur, a FPSB Registered financial planner having registration no. 00074365 (Valid till 31.10.2018).

*Mutual Fund investments are subject to market risks, read all scheme related documents carefully before investing. 

*Insurance is the subject matter of solicitation.