AUM of the Indian Mutual Fund Industry
Mutual Fund Asset Growth in FY24
Finora Wealth helps you grow, manage, and protect your wealth with expert financial solutions tailored to your unique goals, ensuring lasting financial success.
At Finora Wealth, we envision a future where investing is personalized, strategic, and forward-thinking. Our goal is to empower individuals and businesses with customized investment solutions that align with their profession, aspirations, and financial goals. By combining innovation with deep market expertise, we strive to redefine wealth management—making it smarter, more agile, and truly client-centric.
Invest Smarter, Achieve More! At Finora Wealth, we believe mutual fund investing should be simple, strategic, and tailored to your financial journey. Whether you’re a young professional, an entrepreneur, or an experienced investor, our expertly curated mutual fund options help
Your Wealth, Our Expertise At Finora Wealth, we believe that wealth creation isn’t just about investing—it’s about strategic financial planning tailored to your unique needs. Our Portfolio Management Services (PMS) offer a highly customized approach to investing, designed for high-net-worth
Secure Your Future with a Smart Retirement Plan Retirement is a significant milestone in life, marking the transition from active income generation to financial independence. A well-structured retirement plan ensures that you can maintain your desired lifestyle, cover healthcare costs,
Build, Grow & Secure Your Wealth with a Smart Financial Plan Financial success is not just about making money—it’s about managing, growing, and protecting it strategically. At Finora Wealth, we believe that a well-structured financial plan is the foundation for
Our team blends deep expertise with entrepreneurial vision. With 25+ years in financial markets, our seasoned expert excels in portfolio management and risk assessment, ensuring steady and strategic fund growth. Complementing this, our investor-entrepreneur brings over a decade of experience in identifying high-growth opportunities and crafting innovative investment strategies. Together, we combine experience with agility to drive smart, forward-thinking mutual fund management.
Invest Smarter, Achieve More! At Finora Wealth, we believe mutual fund investing should be simple, strategic, and tailored to your financial journey. Whether you’re a young professional, an entrepreneur, or an experienced investor, our expertly curated mutual fund options help you grow and protect your wealth. With a data-driven approach,
Your Wealth, Our Expertise At Finora Wealth, we believe that wealth creation isn’t just about investing—it’s about strategic financial planning tailored to your unique needs. Our Portfolio Management Services (PMS) offer a highly customized approach to investing, designed for high-net-worth individuals (HNIs), business owners, professionals, and seasoned investors who seek
Secure Your Future with a Smart Retirement Plan Retirement is a significant milestone in life, marking the transition from active income generation to financial independence. A well-structured retirement plan ensures that you can maintain your desired lifestyle, cover healthcare costs, and achieve financial security without relying on others. At Finora
Build, Grow & Secure Your Wealth with a Smart Financial Plan Financial success is not just about making money—it’s about managing, growing, and protecting it strategically. At Finora Wealth, we believe that a well-structured financial plan is the foundation for achieving your life’s biggest goals, whether it’s wealth accumulation, retirement
We go beyond traditional investing. We combine innovation with deep market expertise to craft customised portfolios tailored to your profession and financial goals. Whether you’re an Entrepreneur, a Professional, or an Investor, our strategic and personalised approach ensures your wealth works for you.
Yes, Finora Wealth operates under the regulations of the Securities and Exchange Board of India (SEBI), ensuring adherence to all necessary guidelines and standards.
Finora Wealth offers SEBI-regulated funds tailored for Indian investors:
Growth Equity Fund – Invests in high-growth Indian companies for long-term capital appreciation.
Balanced Advantage Fund – Dynamically allocates between equity & debt for risk-adjusted returns.
ESG Equity Fund – Focuses on sustainable, socially responsible Indian businesses.
Liquid Fund – Offers short-term, low-risk investments for capital preservation.
Risk Diversification – Spreads investments across sectors & stocks, reducing risk with as little as ₹5,000.
Lower Costs – Bulk transactions lower per-unit costs compared to direct stock trading.
Tax Efficiency – Equity fund gains (holding >1 year) are tax-free; debt fund gains get indexation benefits.
High Liquidity – Open-ended funds allow easy withdrawals anytime.
Investment Flexibility – Choose from equity, debt, ELSS, or balanced funds with lump sum or SIP options.
Finora Wealth helps your choice align with your financial goals, risk tolerance, and investment horizon. You can consult with our financial advisors or utilise our online assessment tools for better clarity.
At Finora Wealth, we offer flexible advisory sessions based on your needs. You can schedule quarterly, semi-annual, or annual reviews, or request a meeting anytime your financial goals change. Our advisors are also available for on-demand consultations via call, video, or in-person meetings.
Specific funds may have entry or exit loads, which are charges applied at the time of investment or redemption. Details of such charges are transparently disclosed in the respective fund’s Scheme Information Document (SID).
Yes! Finora Wealth offers retirement-focused mutual funds that help you build long-term wealth with tax-efficient, inflation-beating returns. Our Hybrid, Debt, and ELSS funds provide a balance of growth and stability, ensuring financial security post-retirement. You can invest via SIPs or lump sum and withdraw systematically when needed.
WE HELP YOU ON EVERY STEP OF THE JOURNEY
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