An Outlook into Finoviser

A solution based financial distribution company which provides advisors/brokers/partners with a comprehensive platform that encompasses of Multi Product Distribution that includes Mutual Funds, Insurance, PMS, Fixed Income & Loans. We also offer Portfolio Management, Financial Profiling and Transaction Management capabilities to integrate multiple touch points and improve advisor experience.

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Periodic Training Programs
Organize periodic training programs to enhance market knowledge.

  • Product Updates
  • Pre & Post Sales Process Training
  • IT/Software Training
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Robust Technology & Products
Accessibility to various product offerings:

  • Multiple Products & Asset Classes Under One Roof
  • Superior Technology
  • Robust Platform
  • Support On Website, Mobile, Tablet Phones, etc.
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Reports
Reports which provide client & product wise comprehensive information.

  • Portfolio
  • Revenue
  • Asset Under Management (AUM)
  • Holdings
  • Transactions & Gains/Loss
  • SIP Report
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Experience Research & Advice
Accessibility to insightful research which helps to stay informed & updated about the products and market view.

  • Research Reports
  • Advisory Products
  • Quantitative Strategies
Protection Solutions
Life Insurance | Health Insurance | General Insurance Keyman Insurance | Employer Employee Insurance (Married Women’s Property Act) | Group Term Insurance | Group Credit Insurance | Group Medical Insurance
Investment Solutions
Mutual Fund | Insurance Corporate Deposits | Fixed Deposits Bonds | Debentures | PMS | AIF’s REITS | Invits
Other Solutions
HR Services | Manpower Hiring | IPO Launch for MSME Organization | Outsourcing of Backend Operations

Trusted by
Financial Advisors

Our Products

FinoViser Financial Services offers a comprehensive wealth management platform with a wide choice of financial products. Backed by high levels of operational excellence and service standards.

Insurance

Help you to secure future

The most effective risk management tool for individuals, corporates/ company from financial risks arising out of various contingencies. 

Mutual Funds

A better way of Investments

Mutual fund are an excellent investment option for individuals/corporate investors to get exposure of capital market return through expert portfolio managers.

Fixed Income

100% Guaranteed Returns

Fixed income products like corporate fixed deposits, bonds, debentures etc. which offers a steady income with low risk.

Home Loans

Best deal at Lowest Rates

Best suited home loan options with attractive rate of interest.

Our Associates

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    Office Address

    1106 | Haware Infotech | Sector 30A| Vashi | Navi Mumbai | 400703

    AMFI Registration Number : 183097

    IRDA Registration Number : CA0799

    LLPIN : AAW-8131

    Social Media

    © 2021 Finoviser Financial Services. All rights reserved.