Wealth Creation & Conservation
Service Details
Wealth Creation &
Conservation
Wealth creation and conservation are fundamental strategies for long-term financial success, focusing on growing and preserving wealth over time.
Description
At Finovance Financial Services, we believe true wealth is not just about making money—it’s about growing it wisely, conserving it securely, and aligning it with your long-term goals. We offer diversified wealth solutions designed for individuals and businesses who seek growth with stability, ensuring every rupee is invested with purpose.
Here’s a detailed look at our services:
Mutual Funds via Lumpsum / SIP / STP
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Lumpsum Investments: Ideal for investors with bulk capital who want to invest at once for long-term growth.
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SIP (Systematic Investment Plan): Small, regular contributions that create wealth steadily with the power of compounding.
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STP (Systematic Transfer Plan): Gradual transfer of funds from one scheme to another, minimizing risk and optimizing returns.
Best for: Individuals aiming for long-term wealth creation with flexibility and diversification.
PMS / AIF / Structured Products
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Portfolio Management Services (PMS): Professionally managed, tailor-made equity and debt portfolios for high-net-worth individuals.
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Alternative Investment Funds (AIFs): Exposure to private equity, venture capital, hedge funds, and other alternatives.
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Structured Products: Customized instruments designed to optimize returns while balancing risks.
Best for: High-net-worth and sophisticated investors seeking customized wealth strategies.
Unlisted Equity
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Invest in pre-IPO companies and unlisted shares with high growth potential.
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Opportunity to diversify beyond traditional stock markets.
Best for: Individuals and businesses looking for long-term wealth conservation through real estate.
Premium Real Estate Investment
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Advisory and funding for premium residential, commercial, and rental-yield properties.
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Helps balance investment portfolios with tangible, appreciating assets.
Best for: Individuals and businesses looking for long-term wealth conservation through real estate.
Corporate & Small Finance Bank FDs / Bonds / NCDs
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Safe and secure investment options offering fixed returns.
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Includes Fixed Deposits, Bonds, and Non-Convertible Debentures (NCDs) with reputed banks and corporates.
Best for: Investors seeking capital safety with steady income streams.
New Pension Scheme (NPS)
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Government-backed retirement scheme with tax benefits and disciplined savings.
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Flexible allocation between equity, corporate bonds, and government securities.
Best for: Individuals planning for long-term retirement security with tax efficiency.
At Finovance, our goal is not only to create wealth but to ensure it is protected, preserved, and passed on wisely—helping you achieve financial freedom with peace of mind.