From Income
to Inheritance.

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

We Help Families Build, Protect & Transfer Wealth

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Financial Options

Child Education

Child Education

Ensure your child's dreams are never limited by financial constraints.

Home Purchase

Home Purchase

Buying your dream home is one of life's biggest milestones.

Wealth Building

Wealth Building

Build long-term wealth through a diversified and goal-based investment strategy.

Retirement Guidance

Retirement Guidance

Retirement is about financial independence, not just stopping work.

Family Protection

Family Protection

Your family's financial security should never depend on uncertainty.

Estate & Legacy Planning

Estate & Legacy Planning

Preserve your wealth and ensure it is transferred seamlessly to the next generation.

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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.

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Years Of Experence
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Crore Assets Under Advisory
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Families Served in India, UAE,
Germany & US

Get solution of your
financial needs.

Investing in any financial products without a financial distributor is like taking a medicine without doctor’s. We offer our expert advice for choosing the best investments products which will lead to your financial freedom.

I have just STARTED EARNING
I'm thinking of MY CHILD'S FUTURE
I want toown a home
I want to FULFILL MY DREAMS
I’m an EARLY INVESTOR
I'm preparing to RETIRE

Why Choose FINNICS?

What Makes Us Different

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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).

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