WE HELP YOU ON EVERY STEP OF THE JOURNEY
Financial planning is a comprehensive process that helps individuals and businesses set and achieve financial goals through effective money management. It covers budgeting, savings, investments, tax planning, and retirement strategies to ensure long-term financial security.
At Finora Wealth, we offer tailored financial plans based on your income, liabilities, aspirations, and risk profile. Our services include:
Goal-Based Financial Planning
Debt Management Solutions
Emergency Fund Planning
Investment Optimization
Comprehensive Tax Planning
Assessment & Goal Setting – Understanding your financial situation and objectives.
Strategy Development – Creating a roadmap for wealth accumulation and security.
Implementation & Investment Allocation – Executing strategies that align with your goals.
Ongoing Monitoring & Adjustments – Adapting plans to market changes and personal milestones.
Our financial planners help you make informed decisions to grow and protect your wealth. Schedule a consultation with Finora Wealth today.
Mutual funds pool money from multiple investors to invest in stocks, bonds, or other securities. The returns are distributed among investors based on their unit holdings.
Mutual funds are classified into Equity Funds, Debt Funds, Hybrid Funds, ELSS (Tax-Saving) Funds, and Sectoral/Thematic Funds based on investment strategy.
You can invest in mutual funds through Systematic Investment Plans (SIPs) or lump sum investments via a financial advisor, online platforms, or directly with fund houses.
Mutual funds come with varying risk levels. While equity funds are high-risk, debt funds are more stable. Diversification helps minimize risk.
Yes, most mutual funds offer liquidity, except for closed-ended funds and ELSS (which has a 3-year lock-in period).
Net Asset Value (NAV) represents the price per unit of a mutual fund. It fluctuates based on market performance.
Equity funds held for more than a year have a 10% long-term capital gains tax (LTCG) on profits above ₹1 lakh. Debt funds have different tax structures based on tenure.
SIP (Systematic Investment Plan) allows you to invest small amounts regularly, while lump sum involves investing a large amount at once. SIPs help in rupee cost averaging, reducing market timing risk.
WE HELP YOU ON EVERY STEP OF THE JOURNEY
+(123) 456-7890
156, 2nd Street, San Francisco,
CA 94105. USA