Plan, Invest & Prosper
AMFI Registered
15+ Years
15,000 Families Guided
AMFI Registered
15+ Years
15,000 Families Guided
Your Life, Your Goals. One Clear Financial Plan.
End-to-end financial planning for you and your family
Built around life goals, not product sales.
End-to-end financial planning for you and your family, built around life goals, not product sales.
“Small, consistent efforts can help people achieve big goals. We prioritize transparency, integrity, and client-centric services.”
Tanwir Alam
Founder, CEO of Fincart Financial Planners.
Helping clients from
Helping clients from
Mostpeopledon’tfailatmoney.Theyfailatconnectingmoneytolifegoals.Multipleinvestments,nocleardirection,uncertainoutcomes.
Mostpeopledon’tfailatmoney.Theyfailatconnectingmoneytolifegoals.Multipleinvestments,nocleardirection,uncertainoutcomes.
Mostpeopledon’tfailatmoney.Theyfailatconnectingmoneytolifegoals.Multipleinvestments,nocleardirection,uncertainoutcomes.
Webelievethatrandominvestmentsyieldrandomresults.Wechangethat.
Webelievethatrandominvestmentsyieldrandomresults.Wechangethat.
Webelievethatrandominvestmentsyieldrandomresults.Wechangethat.
Tanwir Alam
Founder, CEO of Fincart Financial Planners
CEO, Fincart
Get A Professional
Financial Plan With Fincart
We Plan For Your Life Goals
Turn your dreams into actionable steps. From buying a home to funding education, we help you set clear goals and achieve them.
We Plan For Your Investments
We Plan For Your Insurance
We Plan For Your Retirement
We Plan For Your Estate
Get A Professional Financial Plan With Fincart
We Plan For Your Life Goals
Turn your dreams into actionable steps. From buying a home to funding education, we help you set clear goals and achieve them.
We Plan For Your Investments
We Plan For Your Insurance
We Plan For Your Retirement
We Plan For Your Estate
What Makes Fincart Different?
We Ask the Right Questions
What Makes Fincart Different? We Ask the Right Questions
We don’t sell products. We design financial outcomes. Because investments are tools, life goals are destination. Before we recommend any investment, we ask the following questions:
What does your ideal life look like?
What does your ideal life look like?
When do you want financial independence?
When do you want financial independence?
What responsibilities matter most?
What responsibilities matter most?
What risks can you emotionally handle?
What risks can you emotionally handle?
Process We Follow To Arrive At Your Financial Plan
Process We Follow To Arrive At Your Financial Plan
Process We Follow To Arrive At Your Financial Plan
We begin by deeply understanding your financial landscape, including goals, values and current situation.
1
Discover
We construct a custom-tailored financial plan, visualizing your path with data-driven strategies.
2
Blueprint
Your plan is refined and aligned with your specific life objectives, ensuring your finances support your vision.
3
Align
We implement science-based investment selection to construct a well-diversified portfolio.
4
Build
Your financial plan is continuously monitored and adjusted to adapt to life changes and market conditions.
5
Evolve
Discover
We begin by deeply understanding your financial landscape, including goals, values and current situation
Discover
We begin by deeply understanding your financial landscape, including goals, values and current situation
Blueprint
We construct a custom tailored financial plan, visualizing your path with data driven strategies.
Blueprint
We construct a custom tailored financial plan, visualizing your path with data driven strategies.
Align
Your plan is refined and aligned with your specific life objectives, ensuring your finances support your vision.
Align
Your plan is refined and aligned with your specific life objectives, ensuring your finances support your vision.
Build
We implement science based investment selection to construct a well diversified portfolio
Build
We implement science based investment selection to construct a well diversified portfolio
Evolve
Your financial plan is continuously monitored and adjusted to adapt to life changes and market conditions
Evolve
Your financial plan is continuously monitored and adjusted to adapt to life changes and market conditions
Getting Started
Choose How You Want To Be Guided.
Choose How You Want To Be Guided.
Do it on your own
with our powerful Mobile App.
Plan & invest confidently in products that suit your goals
Plan & invest confidently in products that suit your goals
Track your financial progress with smart alerts
Track your financial progress with smart alerts
OR
Get Help from our
Qualified Wealth Manager.
Our trained professionals take complete responsibility
Our trained professionals take complete responsibility
Zero-cost consultation. No commitments
Zero-cost consultation. No commitments
OR
Opt for Fincart Optima Portfolio Management Service.
Customised portfolios managed by SEBI-registered professionals
Customised portfolios managed by SEBI-registered professionals
Active management with benchmark-focused performance
Active management with benchmark-focused performance
Pricing
Choose What Fits You Best
Choose What Fits You Best
Fincart Mobile App
₹0
/month
Download the Fincart app for free. We earn commissions from AMCs.
Download the Fincart app for free. We earn commissions from AMCs.
Budget & Goal Tracking Features
4+ Investment Products
End-to-end Financial Plan
Personalized Recommendations
Online Assisted
₹0
/month
Get a personal wealth manager to plan your finances.
Get a personal wealth manager to plan your finances.
Personal Wealth Manager
Periodical Portfolio Reviews
Full Access to Mobile App
Full Access to Mobile App
Portfolio Management Service
Starting at
0.6%
of portfolio per annum
Minimum portfolio value ₹50 Lakhs required.
Minimum portfolio value ₹50 Lakhs required.
Professionally managed portfolio
Invest in direct funds
Full Access to Mobile App
Full Access to Mobile App
Mobile App
₹0
Online Assisted
₹0
PMS
from 0.6% p.a.
Personalized Financial Plan
Goal-Based Investment Strategy
Scientific Asset Allocation (Black-Litterman Model)
Integration of Existing Investments
Automated Tracking Dashboard
Dedicated Wealth Manager
Regular Review Meetings
Execution Support
Self-executed
Assisted
Fully Managed
Mutual Fund Type
Regular Plan
Regular Plan
Direct Plan
How We Are Paid
Commission by AMC
Commission by AMC
Paid Directly by Client
Mobile App
₹0
Online Assisted
₹0
PMS
from 0.6% p.a.
Personalized Financial Plan
Goal-Based Investment Strategy
Scientific Asset Allocation (Black-Litterman Model)
Integration of Existing Investments
Automated Tracking Dashboard
Dedicated Wealth Manager
Regular Review Meetings
Execution Support
Self-executed
Assisted
Fully Managed
Mutual Fund Type
Regular Plan
Regular Plan
Direct Plan
How We Are Paid
Commission by AMC
Commission by AMC
Paid Directly by Client
Mobile App
₹0
Online Assisted
₹0
PMS
from 0.6% p.a.
Personalized Financial Plan
Goal-Based Investment Strategy
Scientific Asset Allocation (Black-Litterman Model)
Integration of Existing Investments
Automated Tracking Dashboard
Dedicated Wealth Manager
Regular Review Meetings
Execution Support
Self-executed
Assisted
Fully Managed
Mutual Fund Type
Regular Plan
Regular Plan
Direct Plan
How We Are Paid
Commission by AMC
Commission by AMC
Paid Directly by Client
Different Choices, Same Core Philosophy
Different Choices, Same Core Philosophy
Regardless of the model you choose: only the engagement style differs.
Not sure which plan suits you? Schedule a 15-minute clarity call.
Regardless of the model you choose: only the engagement style differs. Not sure which plan suits you? Schedule a 15-minute clarity call.
Testimonials
Some Investors Look For Tips. Others Build Systems.
We Work With The Latter.
People who have benefited from this approach.
People who have benefited from this approach.
- Fincartfeelslikefamilytome.Overtime,I’veseenmywealthgrowanddiversifyacrossdifferentproducts,andItrulywanttoseeFincartgrowaswell.
Vivek Sinha
Senior General Manager, Shell
- Fincartgavemeastructuredinvestmentplanadedicatedwealthmanager,whichhelpedmyportfoliogrowover20%growthyearonyear.
Dhairyasheel Nalavade
Regional Manager, Expeditors International India Pvt. Ltd.
- Ihavealotofquestions,andtheyansweritreallywell,withalotofdatabackingupeverydecision,whichassuresmethatIaminsafehands.
Sathesha SR
Program Manager, Shell
- IcanconfidentlysaythatmyinvestmentcorpushasdoubledinlessthanfiveyearswithFincart,whilemyinvestmentswerepracticallyonautopilotwithoutrequiringmuchofmytime.
Tushar Sahu
Director of Engineering, Google
- Fincartfeelslikefamilytome.Overtime,I’veseenmywealthgrowanddiversifyacrossdifferentproducts,andItrulywanttoseeFincartgrowaswell.
Vivek Sinha
Senior General Manager, Shell
- Fincartgavemeastructuredinvestmentplanadedicatedwealthmanager,whichhelpedmyportfoliogrowover20%growthyearonyear.
Dhairyasheel Nalavade
Regional Manager, Expeditors International India Pvt. Ltd.
- Ihavealotofquestions,andtheyansweritreallywell,withalotofdatabackingupeverydecision,whichassuresmethatIaminsafehands.
Sathesha SR
Program Manager, Shell
Why Choose Fincart
Fincart vs Traditional Wealth Managers
The traditional industry approach:
Product-first advice
Return-chasing
Generic asset allocation
No scientific scheme filtering
Fragmented product selling
Reviews only on request
Minimal behavioural guidance
Ultra-HNI strategies kept exclusive
Budgeting & Cash Flow Optimisation
We redirect surplus towards meaningful wealth creation.
Comprehensive Personalised Financial Plan
Not product advice, a complete life-stage blueprint.
Scientific Investment Filtering
Structured, data-driven scheme selection, not trend-based selling.
Strategic Asset Allocation (Black-Litterman Inspired)
Institutional-grade portfolio construction made accessible.
Goal-Based Investing Philosophy
We plan around timelines, not market noise.
Unified Multi-Asset Dashboard
MFs, Insurance, Gold, Unlisted, and one clear view.
Dedicated Wealth Manager
Structured reviews. Continuous monitoring. Behavioural handholding during volatility.
Why Choose Fincart
Fincart vs Traditional Wealth Managers
The traditional industry approach:
Product-first advice
Return-chasing
Generic asset allocation
No scientific scheme filtering
Fragmented product selling
Reviews only on request
Minimal behavioural guidance
Ultra-HNI strategies kept exclusive
Budgeting & Cash Flow Optimisation
We redirect surplus towards meaningful wealth creation.
Comprehensive Personalised Financial Plan
Not product advice, a complete life-stage blueprint.
Scientific Investment Filtering
Structured, data-driven scheme selection, not trend-based selling.
Strategic Asset Allocation (Black-Litterman Inspired)
Institutional-grade portfolio construction made accessible.
Goal-Based Investing Philosophy
We plan around timelines, not market noise.
Unified Multi-Asset Dashboard
MFs, Insurance, Gold, Unlisted, and one clear view.
Dedicated Wealth Manager
Structured reviews. Continuous monitoring. Behavioural handholding during volatility.
Why Choose Fincart
Fincart vs Traditional Wealth Managers
The traditional industry approach:
Product-first advice
Return-chasing
Generic asset allocation
No scientific scheme filtering
Fragmented product selling
Reviews only on request
Minimal behavioural guidance
Ultra-HNI strategies kept exclusive
Budgeting & Cash Flow Optimisation
We redirect surplus towards meaningful wealth creation.
Comprehensive Personalised Financial Plan
Not product advice, a complete life-stage blueprint.
Scientific Investment Filtering
Structured, data-driven scheme selection, not trend-based selling.
Strategic Asset Allocation (Black-Litterman Inspired)
Institutional-grade portfolio construction made accessible.
Goal-Based Investing Philosophy
We plan around timelines, not market noise.
Unified Multi-Asset Dashboard
MFs, Insurance, Gold, Unlisted, and one clear view.
Dedicated Wealth Manager
Structured reviews. Continuous monitoring. Behavioural handholding during volatility.
Wealth Is Not Created By Buying Products.
Wealth Is Not Created By Buying Products.
It is created by:
Disciplined asset allocation
Disciplined asset allocation
Goal-aligned investing
Goal-aligned investing
Regular rebalancing
Regular rebalancing
Emotional control during volatility
Emotional control during volatility
Consistency over time
Consistency over time
That's what we engineer.
If you want:
Clarity
Clarity
Structure
Structure
Scientific discipline
Scientific discipline
Accountability
Accountability
Confidence
Confidence
You're in the right place.
We Don't Just Plan For Markets.
We Plan For Your Life Goals.
We Don't Just Plan For Markets. We Plan For Your Life Goals.
Home
Plan your home purchase with clarity, balancing EMIs, savings, and other life goals without financial stress.
Plan your home purchase with clarity, balancing EMIs, savings, and other life goals without financial stress.
Retirement
Build a comfortable retirement with steady income, independence, and peace of mind for the years ahead.
Build a comfortable retirement with steady income, independence, and peace of mind for the years ahead.
End-to-end financial plan
End-to-end financial plan
For all your life goals
For all your life goals
Education
Stay prepared for rising education costs with a plan that supports your child’s future at every stage.
Stay prepared for rising education costs with a plan that supports your child’s future at every stage.
Freedom
Achieve financial freedom that gives you the flexibility to make life choices without money holding you back.
Achieve financial freedom that gives you the flexibility to make life choices without money holding you back.
Our Philosophy
3 Proven Steps. One Outcome Lasting Financial Freedom.
01
Plan with Precision
Map goals, assess risk, design data-backed allocations.
02
Invest with Discipline
Curated funds. Tax-smart. Cost-efficient execution.
03
Prosper with Consistency
Track, rebalance, and adapt across market cycles.
Our Philosophy
3 Proven Steps. One Outcome Lasting Financial Freedom.
01
Plan with Precision
Map goals, assess risk, design data-backed allocations.
02
Invest with Discipline
Curated funds. Tax-smart. Cost-efficient execution.
03
Prosper with Consistency
Track, rebalance, and adapt across market cycles.
Frequently Asked Questions
Your journey to financial clarity begins here.
Your journey to financial clarity begins here.
Got questions about planning, security, or support? We’ve got you covered.
About Fincart
What's the core purpose of the company?
How are you different from other financial distributors and banks?
Safety, Trust & Transparency
Do you charge fees for the services?
What is the safety of my data and personal details that I share with you during discussions?
Financial Planning
What is financial planning?
What are the benefits of financial planning?
What is a customized financial plan?
How will Fincart help me achieve my financial goals?
Getting Started & Investments
What is the minimum income to start financial planning?
What is the minimum investment amount?
Can I invest in multiple products?
Why is goal-based investing important?
Risk & Smart Investing
What are the different types of investment risks?
What are some common investment mistakes that beginners tend to make?
Tax & Compliance
What do you mean by tax saving investments?
Can health insurance also help in saving tax?
Will you do periodic reviews and make necessary changes?
Can NRIs invest in India?
Download Fincart App For Free
Scan QR Code to Download App
20,000+ Downloads | 4.5+ Rating
OR
Request a Callback
Download Fincart App For Free
Scan QR Code to Download App
20,000+ Downloads | 4.5+ Rating
OR
Request a Callback
Download Fincart App For Free
Scan QR Code to Download App
20,000+ Downloads | 4.5+ Rating
OR
Request a Callback