About Us
Fin and Me Wealth Partners LLP is a limited liability partnership firm registered with the Ministry of Corporate Affairs, India. We are here to help you achieve Financial Independence and Time Freedom.
About usAssets Under Management (₹ Crores)
Happy Clients
SIP Book (₹ Lakhs)
Top 10 MFD (Startup India)
Vision
As India progresses towards a $10 Trillion economy, our vision is to ensure sufficient financial literacy and financial inclusion for normal retail investors to tap into this growth.
Mission
Our mission is to assist you with the right choice and mix of investment products relevant to your financial goals, aligned to your ability and necessity for risk, with proper porfolio-level risk and returns management.
Overview
- AMFI-registered MFDs (ARN: 194729)
- SEBI NISM V-A Certified
Our Solution
- Understand your current financial health
- Help you identify your financial goals and timeframes
- Work with you to identify a customised plan to achieve your goals
Useful Links
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Mutual Fund Transactions - Lumpsum / SIP / STP / SWP etc.
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Mutual Fund Redemptions - completely in your control.
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Dashboard and Reports to track growth of your investments.
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Tax reports with capital gains statements required for tax filing.
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Track your progress towards specific goals with Goal GPS.
Download Our Mobile App
Services
We are here to help you improve your relationship with money. We help you with end-to-end money management and investment services – helping you spend mindfully, save and invest for your long-term goals, and help you navigate the road towards financial independence - acting as your life-long investment and wealth partner.
Money Management
- Monthly budgeting assistance – to help you save more and spend mindfully.
- Spend analytics and financial health checks - to help you understand where you currently stand.
- Guidance to get out of costly loans and focus on increasing savings.
Investment Services
- Goal-based investing to meet life’s financial goals such as retirement, financial independence, children’s education / wedding, or even wealth building for financial abundance.
- Focus on investment risk mitigation, not just targeting high returns – with proper risk-management throughout your investment journey - by maintaining asset allocation and periodic rebalancing.
Testimonials
Louis Cherian
ABM, Red Hat, Singapore
Working with Fin and Me has been a unique and refreshing experience for me, especially because of the personalized money management advice offered. They always ensure to put in extra effort to simplify complex investment options, in such a way that anyone can understand it fully, before opting for it. I’m more confident of reaching my FIRE goals now with the partnership of Fin & Me.
Praveen Kumar
Sales Operations Manager, PlanView Inc
The team at Fin & Me helped me move from a negative cycle of EMI outgo to becoming debt-free, and start a positive cycle of SIP investments - that now go towards building a corpus for my retirement goals and my daughter's education. This has made me feel much more confident about my financial future.
Vidhyashankar Venkat
Senior Associate, Art & UI, Byju's
While my wife and I were already investing blindly in mutual funds solely for the purpose of tax savings, it was in discussion with Fin & Me that we realised the importance of goal-based investing. We were guided all through the way from identifying unnecessary expenses on credit cards to setting up a customised investment plan for both of us.
Satheesh
Director, Genix Technologies, Chennai
While investing in stocks and mutual funds, I always focused on short-term returns and used to exit them when they didn't perform to my expectations or when I made a desirable “profit.” After speaking to Fin & Me, I realized the value of SIPs tied to financial goals, long-term compounding and reducing risk through asset allocation and rebalancing.
Girish
Global Acc Mgr, Fujitsu, Bangalore
I have never thought seriously about having to “manage” money. I used to spend from my credit card and somehow, somewhere the income and expenses reconciled some day. Fin & Me’s Cash Flow Tracker helped provide a structure for monthly money management and it was clear how much I could save. I am now investing systematically towards my goals.
Deepa Desai
Consultant, Infosys, Bangalore
I’ve never been a spendthrift, yet I had no idea whether I was efficiently investing for my future. Talking to Fin & Me, I’m highly impressed by their in-depth knowledge and the effort they put in making me understand. They don’t scare you; they help you to get ready to take those crucial next steps towards investing.
Prashanth K E
Senior Product Manager, HPE, Texas, USA
I've known the folks at Fin & Me for a while. I used to ask LK to manage my money, and he would say, some day. Well, that day has now arrived, and they are helping people formally now. Having a formal session with them put things in perspective for me. My planning was all over the place. They have given me a structure now.
Frequently Asked Questions
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I’m completely new to the world of investments. Where will you start the discussion?
We help with end-to-end money management – starting with monthly budgeting, to loan restructuring (if needed), before starting investments for long-term goals.
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I have Rs. 1 / 10 / 50 Lakhs with me. What investments would you suggest?
Such an approach to investing is not advisable. Instead, we focus on goal-based investing, targeting a certain corpus to meet your future needs (such as retirement, children’s education, marriage, etc.) with inflation-beating returns.
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Will you be able to guarantee high returns from my investments?
Guaranteeing high returns in Equity is not possible, as it is subject to market risk. Returns depend on a lot of factors including the time period of holding, current market conditions, etc. We focus on risk management, with proper asset allocation across market caps and asset classes and recommend periodic rebalancing. This ensures that you accumulate the corpus required at the time of your need, regardless of market conditions.
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How to determine if we are a good match for each other?
We appreciate clients who have a long-term horizon to achieve their wealth goals; and have the ability to avoid temptations of instant gratification in favour of long-term wealth building.
We are not ideal for clients who look at the stock market as a place to gamble and get rich overnight.
We appreciate clients who understand that their savings rate will have the highest impact on their wealth creation over the long-term.
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