From Income
to Inheritance.

Goal-based Financial Planning | Mutual Funds | GIFT City | Insurance| Estate Planning

We Help Families Build, Protect & Transfer Wealth

Schedule Free Consultation
0
Years Of Experence
0
Crore Assets Under Advisory
0
Families Served
Clients Across India, UAE, Germany & US
Image

Meet Yogesh Narwekar

Founder & CFP Professional

Yogesh Narwekar Founder of FINNICS Financial Services Mr. Yogesh Narwekar took his first step in the financial industry in 2008 by acquiring an LIC agency and promoting term insurance — an unfamiliar concept at the time. His experience during the 2008 financial crisis led him to invest in mutual funds and encourage others to do the same, earning their trust and establishing his expertise. To enhance his knowledge and credibility, he received prestigious certifications such as CFP (Certified Planner) and QPFP (Qualified Personal acquired Financial Finance Professional). In 2017, he expanded the FINNICS portfolio to include Life & General Insurance.

Why Choose FINNICS?

What Makes Us Different

Service Image

Goal-Based Planning Before Product Recommendation

Portfolio Review & Consolidation

Regular Review Meetings

Claim Assistance Support

Tax-Efficient Wealth Structuring

Dedicated Relationship Manager

© 2026 All Rights Reserved. YOGESH BALARAM NARWEKAR AMFI- Registered Mutual Fund Distributor.
(ARN: 101019 Date of Initial Registration: 28/03/2015 & Current Validity: 01/04/2027).

003601
e-wealth-reg
e-wealth-reg