Wealth Management

At Finance Monitor, we understand the complex financial needs of every Client, families and corporates, and we offer them unique products and services that can meet their requirements. We leverage our years of experience, resources and wide industry network to craft optimal wealth management and advisory solutions to help our clients achieve their financial and strategic goals.

Our customized services are complemented by our superior execution, robust investment policy framework, rigorous due diligence process with a strong emphasis on picking future winners.

Core Capabilities and Expertise

  • Strategic and tactical asset allocation services
  • Research driven portfolio contruction unique to each client
  • Curation of financial services from within the plethora of financial products available
  • Strategies across equities, fixed income and capital markets
  • Portfolio construction and product recommmendation(s)

MUTUAL FUNDS

  • Long Term Wealth Creation
  • Risk profiling led asset & market cap allocation
  • Fund and scheme is suggested based on in-depth stock research
  • Low Portfolio Turnover
  • Client centric business model devoid of conflict of interest

INSURANCE

We work with insurance partners to address the savings & protection needs of our clients

  • Life Insurance
  • Health insurance
  • General Insurance

FIXED INCOME

We provide Fixed Income Solutions to our Clients after detailed research & filtering of products

  • Structured Debt Products
  • Non Convertible Debentures
  • Bonds
  • Corporate Fixed Deposits

OFFSHORE SOLUTIONS

  • Investments under the Liberalised Remittance Scheme (LRS)
  • Access to products across different geographies

LIFE PLANNING

  • Family Financial Planning
  • Next Generation Education Planning
  • Retirement Planning
  • Tax Planning


Contact us


Corporate & Registered office
403-B, Dalamal Chambers,
29, New Marine Lines,
Churchgate, Mumbai - 400020



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Investments in securities market are subject to market risks; read all the related documents carefully before investing.

Attention investors: 1) Stock brokers can accept securities as margins from clients only by way of pledge in the depository system w.e.f September 01, 2020. 2) Update your e-mail and phone number with your stock broker / depository participant and receive OTP directly from depository on your e-mail and/or mobile number to create pledge. 3) Check your securities / MF / bonds in the consolidated account statement issued by NSDL/CDSL every month.

"Prevent unauthorised transactions in your account. Update your mobile numbers/email IDs with your stock brokers. Receive information of your transactions directly from Exchange on your mobile/email at the end of the day. Issued in the interest of investors. KYC is one time exercise while dealing in securities markets - once KYC is done through a SEBI registered intermediary (broker, DP, Mutual Fund etc.), you need not undergo the same process again when you approach another intermediary." Dear Investor, if you are subscribing to an IPO, there is no need to issue a cheque. Please write the Bank account number and sign the IPO application form to authorize your bank to make payment in case of allotment. In case of non allotment the funds will remain in your bank account. As a business we don't give stock tips, and have not authorized anyone to trade on behalf of others.

Mutual Funds Disclaimer: Mutual Fund investment are subject to market risk. Read all the scheme related documents carefully before investing.

Disclaimer: Investment in securities market are subject to market risks, read all the related documents carefully before investing. Please refer the Risk Disclosure Document issued by SEBI and go through the Rights and Obligations and Do’s and Dont’s issued by Stock Exchanges and Depositories before trading on the Stock Exchanges. Before investing in any asset class consider your investment objectives, level of experience and risk appetite carefully.

  • CIN Number : U65999MH1992PTC069208
  • Broking SEBI Registration Number : INZ000250337
  • Depository SEBI Registration Number : IN-DP-CDSL-228-2004
  • CDSL DP ID : 12032400
  • Finance Monitor (India) Pvt Ltd. Mutual Fund ARN - 12809
  • BSE Membership Number : 3149
  • NSE Membership Number : 07129

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