Your business is your primary income—let us help you build your secondary source of wealth. Explore mutual fund strategies designed specifically for entrepreneurs and business owners.
Running a business means riding through cycles of profits and uncertainty. At Finora Wealth, we understand the unique financial landscape of business owners. Our mutual fund solutions help you diversify your investments, optimize taxes, and plan for both business expansion and personal wealth creation—without disrupting your cash flow.
Mutual funds help protect your wealth from industry-specific volatility or slowdowns.
Customized investment plans that align with your working capital and seasonal cash flow requirements.
Leverage tax-saving funds like ELSS and structure your investments to reduce annual tax burdens.
Build long-term wealth that supports your family, retirement, or business succession plans.
We structure portfolios based on your expansion plans, asset purchases, and exit strategy timelines.
From small businesses to legacy family firms, our advisors offer tailor-made mutual fund strategies.
Our curated portfolio includes equity, hybrid, debt, and ELSS mutual funds designed to generate long-term growth while maintaining liquidity. We help you invest retained earnings, dividends, or surplus profits wisely so your wealth grows even when your business pauses.
Diversifying into mutual funds helps reduce concentration risk and builds long-term wealth beyond your business performance.
Yes. We design portfolios with both liquid and long-term components so you can access funds when needed.
While mutual funds are personal investments, ELSS and capital gains planning can significantly reduce your individual tax burden.
You can begin with a SIP as low as ₹500/month or invest lump-sum based on your business surplus.
Yes. We offer comprehensive financial advisory covering your personal wealth, business capital deployment, and succession planning.
Absolutely. We provide real-time dashboards, quarterly reviews, and portfolio rebalancing for maximum performance.
WE HELP YOU ON EVERY STEP OF THE JOURNEY
+91 9667608289
Springhouse Co-working
© Copyright 2025. All rights reserved. Finora Wealth. Designed by The Creatif Studios.