Plan|

Invest|
Prosper|
 Online
Phone-based
Financial Planning
&
Investment Advisory
Services

Fincart
helps you
Plan,
Invest
&
Prosper
What sets us Apart?

Intent

Process

Approach
We
Never

Ever

Ever

Rush Conversation with

our Clients.

Because conversation is the way

you get to know somebody,
getting to know our clients is
paramount. When you really
understand someone’s
circumstances, their specific
wants and needs, that’s when
you can really help them.
Which means your portfolio is
tailor-made to suit you as an
individual. So we have to get to
know you, and sometimes just
chatting about nothing is the
best way to do that. It’s all part
of a simple philosophy that
guides everything we do: that
the first thing we earn is
your trust.
 TM
The Discovery Process

Dreams
Reality Check
Available Resources
Way Forward
Navigation
We can’t do our job without
knowing what makes you
tick.

So we’ll always invest our

time, Before we invest your
money.

We believe it’s
essential to
understand what’s
important to you. It’s
the key to creating
and managing your
bespoke portfolio.
When it comes to your
investments, the first
thing we earn is your
trust.
The
Investment Planning
Process
TM

Risk Profiling
Asset Allocation
Integrating Existing Investments
Scheme Selection
Evaluation
Before the invention of
the compass; explorers
would
stay close to land or
required a clear sky to
navigate their ship.

After the compass came

along, men no longer had
to fear losing sight of
land.
Our Secret Sauce
navigates clients’
Investments through
various market cycles.
The
First
&
Only
Company
that offers Investment
advisory services over
phone,
record
conversations
and
shares audio-link with the
clients.
Building
Trust
through
Transparency
 The workings of a key in a
lock are complex and
hidden from view. You
always don’t need to see
exactly what’s going on to
know that a team is
effective and works well.

We deliver quality

Fincart is ISO 9001:2008 Certified Company

 Call us on our
Helpline:
+91 11 30018181

Log on our
Write to us at: Website:
info@fincart.com www.fincart.com