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Finoviser Financial Services is in the domain of holistic Wealth Management through Financial Product Distribution PAN India. Encompassing Mutual fund distribution, Multi-Assets Product Advisory, Insurance Distribution & Advisory, Real Estate Advisory to all sections of society including Esteemed Investors , Reputed institutions, Trusts, Societies etc. These sections will be catered to directly or through a network of qualified distributors.
Currently, there are various distributors offering wealth management and multi asset advisory services such as banks and large broking entities whose services and reach is limited to metros and grade A cities. It is estimated that 20-25% of HNWI population lives outside major cities and is mainly served by unorganized players.
Looking at this opportunity Finoviser Financial Services will be operating across length and breadth of the country, It will play an Instrumental role in spreading financial education through thought leadership, ably supported by trained and well-advised professionals thereby ensuring financial inclusion of each and every section of society.
With the rapid growth in GDP & income levels of India, the financial planning & wealth management industry has grown leaps & bounds but still has to reach the underserved areas of the country. Given the nascent stage of the Indian financial services industry in such areas, there is a huge shortage of well-trained multi-asset advisors who adopt need-based selling approach.
FFS is led by individuals with over 2 decades of financial services experience and thus looks forward to supporting advisors in customizing financial solutions aligned to specified client needs so that they are able to offer unique value propositions and ensure the relevance of services as per client’s expectations, satisfaction thus ensuring long term association .
At FFS our focus is to free advisors from day-to-day non-core business activities, such that they have more time for client engagement and sales. This will help them move up their business from not only growth but to profitability.
FFS’s prime focus is to help advisors managing their mundane routine work and regulatory pressure, by providing them various combinations of product baskets as per their client’s requirements, hence helping them remain updated with the latest product developments. In addition, our endeavor is also to provide advisors with a robust technological platform that takes care of various back-office jobs such as CRM activities, client reports, business reports, and various kinds of analytics.
To channelize savings into the right financial instruments and to bring financial literacy amongst investors. To be a successful investment firm through the application of the highest professional standards, drawing on our investment experience & continually striving to be the most trusted and admired financial advisory/distribution firm.