We Are Finsec Capital's

An Assets To Your Life

As a leading independent wealth management firm, we deliver in-depth, personalized, unbiased service in a candid and common-sense manner. Our core service offering is professional trust management. Building from that core, we provide an array of related financial services.

Finsec Capitals

Direct Equity

Welcome To Finsec Capitals, We create an appropriate portfolio depending on the customer's age, investment objectives, current income, time horizon, and hazard appetite.

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Finsec Capitals

Mutual Funds

We Provide a Group of funds like Equity Capital, Debt Funds (Income Funds), Diversified Funds, Gilt Funds, Money Market Funds, Sector Specific Funds, Index Funds.

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Finsec Capitals

Financial Advisory

Finsec-Capitals is not just someone who helps with investments, But also helps you with every aspect of your financial life.

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our expertise

Identify and Manage Risks

Wealth management includes identifying and managing risks that arise from the usage and possession of assets.

Reduces Financial Stress

During the most challenging times for your finances, a wealth management adviser can aid you in making the right decisions.

Capability & Expertise

FINSEC-CAPITALS has got the team of experience to deal with the complex issues of your specific financial circumstance.

long-term financial planning

FINSEC-CAPITALS set a reasonable budget in place, the owner can then evaluate which aims are feasible and prioritized.

Sets A Financial Plan

FINSEC-CAPITALS helps you precisely realize what you want from your future and how your financial means will get you.

Investment opportunities

Market awareness is highly essential. A Finsec Capital wants to be at the top of what is hot in the market.

About FINSEC CAPITAL'S

An Assets To Your Life

Finsec Capital’s is a provider of complete online Wealth Management services with Financial planning which includes Cash flow management, retirement planning, debt restructuring, Insurance Planning, Tax Planning, Estate Planning, etc. We provide Mutual fund advisor solutions, direct stock portfolio analysis, and investment, assisting clients in purchasing and selling unlisted stocks thereby providing a Portfolio Management Service.

Our advisory includes Debt bonds, corporate FD’s, structured products, IPO, Loan against securities, home loans, loans against property, life, and general Insurances.

Finsec Capital’s efforts simplify its investor's journey to meet their financial objectives and provide a good investment experience through innovation, consistency, and sustained risk-adjust performancencee.

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What Makes a Great Investment Plan?

Risk Assessment

Finsec Capitals

We understand that no two people are alike when it comes to investing. Risk assessment is the foundation upon which investment portfolios are built & provide clear insight on the investment instruments optimal for your requirements.

Asset Allocation

Finsec Capitals

We design your optimal split between equity & debt funds, based on a combination of your unique situation & leading market indicators. The asset allocation is closely monitored to create the right balance of risk vs return for your portfolio.

Goal Mapping

Finsec Capitals

Aligning goals to your investments makes it 300% more likely for you to meet them. We use a high-level technology & review platform along with our proprietary goal report, so that you’re always on track to meet your goals.

Customized Roadmap

Finsec Capitals

We draft a detailed investment plan based on your comprehensive discussion with your Financial Planner; this serves as a critical roadmap for meeting your life’s objectives & provides absolute clarity on your investment purpose.

Portfolio Review

Finsec Capitals

We conduct periodic reviews on your investment portfolio; weeding out laggards, optimizing your asset allocation & revisiting your life goals in the process. Reviews make a critical difference in reducing risk & return out performance of your investments.

Finsec Capitals

Great investment advisory.. prudent fund selection catering to the needs of all demographics across India. A must visit if you need assistance with financial planning or portfolio management.

Sayan Nandi - Designer

26th October 2021

Finsec Capitals

I required investment advice for a lump-sum investment on behalf of my mother. Finsec Capital provided me with a solution that acts as a roadmap to my financial needs

Neha Parveen - Service

25th December 2021

Finsec Capitals

Super professional. Helpful and Expert team. Best financial company in Kolkata.

Arka Sarkar - Director

15th Sepetember 2021

Here’s How It Works

We strongly believe that investments aren’t just about the money.

Finsec Capitals

Initial Discussion

We give you more clarity on how exactly we can help you and understand you and your financial goals better.

Finsec Capitals

Plan Formulation

We assimilate the information provided by you through a data collection docket to create a personalised financial plan.

Finsec Capitals

Plan Presentation

We give you a detailed explanation of your plan and answer any queries or doubts you may have.

Finsec Capitals

Implementation

Implementing the plan and making adjustments and changes as and when necessary.

Finsec Capitals

Maintenance & Review

We monitor your portfolio and provide insightful monthly, quarterly, and annual reports about the things that really matter.

FAQ

Please contact us if you cannot find an answer to your question.

Q. Why should I make a financial plan?

Financial plans allow you to prepare for things like your child's education, your retirement, or big/unexpected life changes.

*Disclaimer*

The FAQs are some of the questions that we frequently get asked in some (but not all) of the areas in which we offer our services. These FAQs are meant to serve merely as guidance and consequently have no legal merit. They can also be subject to amendments. The information, however, is intended to be helpful and to get you thinking in a more sophisticated manner about your requirements & queries. Moreover, we encourage you to contact us directly (phone or email), to dialog further on your requirements, queries or areas of interest.