About Us

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Who We Are

At FINNICS Financial Planners, our mission is to provide our clients with the best solutions in wealth creation and wealth protection. We are driven to provide clients with simple, unbiased and uncluttered professional advice that adds value to their quality of life and results in actionable solutions.

At FINNICS Financial Planners, we offer our services through personal counsel with each of our clients after understanding their wealth management needs. Our approach is to enable our clients to understand their investments, have knowledge of investment & insurance products and that they make proper progress towards achieving their financial goals in life.

Our Skill

If you are looking for the right financial product, you are at the right place. Starting from mutual funds to insurance and from real estate to other financial products, we have them all. You can select your financial investment products as per your requirements.
Mutual Funds78%
Capital Market88%
Fixed Income42%
PMS55%
Real Estate55%
Insurance55%

Our Services

We understand that merely having a rich product basket is not enough for our valued clients. What clients really need is a holistic platform for an entire family (or an organisation) to record, report & manage a comprehensive portfolio of holdings into multiple financial products. We are proud to offer the following highly acclaimed services to our clients.

Client Desk

The Client Desk is a premium offering for our clients which consolidates entire wealth

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E-Wealth A/c Service

E-Wealth A/c Service

As a client of our NJ E-Wealth A/c service you can enjoy some big, tangible benefits...

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MARS

MARS (Mutual Fund Automated Portfolio Rebalancing System) tries to overcome

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Our Team

Mr.Yogesh B Narwekar
Mr.Yogesh B NarwekarCFP
Ms.Madhura Mirkar
Ms.Madhura MirkarExecutive