We offer a range of financial services, including:

• Mutual Funds: Professionally managed portfolios to diversify your investments.
• Portfolio Management Services (PMS): Tailored investment strategies to help grow your wealth.
• Debt Instruments: Secure investments such as bonds and debentures for a steady income.
• Unlisted Equities: Early-stage investment opportunities in companies before they go public, offering the potential for substantial capital appreciation.

People seek financial management for various reasons—whether they need help planning for retirement, managing taxes, growing their wealth, or simply navigating the overwhelming number of investment options. Finistry helps by offering personalized strategies to meet your financial goals, so you can make confident decisions without the burden of managing everything yourself.

We provide several strategies to help you protect your wealth, including estate planning, tax-efficient investments, and incorporating fixed-income assets like bonds into your portfolio. Our goal is to offer financial security and peace of mind through smart, informed decisions.

While there is no fixed minimum investment to start a relationship with us, we recommend that clients aim for a minimum of INR 1 crore  in assets under management as they grow their portfolios with us.

We do not charge advisory fees directly to clients. Instead, we earn a fee from the product manufacturers, such as mutual funds, PMS providers, and others. All fees are fully disclosed within the Total Expense Ratio (TER) as prescribed by the relevant regulatory bodies.

We facilitate both online and offline transactions, allowing you to manage your investments in the way that suits you best. All transactions are secure and compliant with regulatory standards.

Yes, Non-Resident Indians (NRIs) can invest through Finistry. However, certain conditions may apply based on repatriable/non-repatriable statuses. We can offer limited investment products to foreign nationals depending on their domicile and specific regulatory requirements.

Yes, Finistry adheres to strict regulatory standards and operates in full compliance with all relevant financial regulations, holding the registration number ARN 159741.

At Finistry, we prioritize client satisfaction and take any concerns seriously. Our customer grievance redressal policy ensures that all feedback is addressed promptly, with a commitment to improving our processes based on client input. If you have any specific feedback or a complaint, please reach out to us at admin@finistry.in