ABOUT US
Finnovators was formed by three B’s of the Financial Services industry. Bhupendra Ketkar, Balaji KV and Balvir Chawla came together to pool their expertise and knowledge with a vision of forming a company that can provide innovative financial solutions to the common investor. A strong back office team and support staff is always ready to assist the clients.

With a collective experience of over 50 years and having assets under advise over Rs 100 crores , they have joined hands with a vision of providing innovative financial solutions

Mission

We are a company that prides itself in making people feel confident about their financial future with complete peace of mind.

Vision

To create Finnovators as a trusted brand in financial services. To achieve this we will provide innovative solutions for growing and protecting wealth resulting in a positive difference to the financial lives of our clients.

Values

  • Integrity
  • Client Focussed
  • Trust
  • Excellence




  • PRODUCTS AND SERVICES

    With a plethora of products available in the financial world it has become very difficult for an individual to select the right product for himself. At Finnovators we follow a very systematic approach to the whole investment process. Our team ensures that the products recommended will result in a positive difference to your financial life.

    Our relation does not stop with only recommending a right mix of products from mutual funds, bonds, fixed deposits, shares etc. But continues lifelong and ensures that you achieve the dreams you have envisioned. We conduct regular reviews and ensure that the investments are in line with your dreams and goals.

    Our product basket contains the following

  • Mutual funds – Equity and Debt
  • Fixed income products
  • Bonds – Tax Free and NCD

  • Combining these products and creating a solution that suits your requirement and dreams is the expertise and skill of Team Finnovators.

    • Saving Taxes is the prime concern of an individual. At Finnovators we believe that while saving tax we can make the money earn more for you. Also it is not only about saving tax now but about selecting the right product which gives tax efficient returns on maturity too. Our team also recommends the best route for reducing your tax liability while ensuring that you don’t lose out on the returns.




    • Wealth cannot be created overnight. Finnovators has over the years assisted families in creating wealth and also ensuring that the wealth is conserved and passed on to the next generation in the most tax efficient manner. We take pride in assisting a generation in creating wealth and assisting another generation in transferring their wealth in the manner they want it to be done.




    • Retirement is the major concern for any individual. With India having a major young population, the challenges that lies ahead are increasing longetivity, non dependence on the next generation, early retirement, increased medical cost, inflation to name a few. At team Finnovators we consider all the factors and ensure that you do not have to worry post retirement. Right from selecting the right product to building your retirement corpus and then selecting the product that can provide you a steady inflation proof income post retirement, is something we are adept at.





    MEET THE TEAM
    Balvir Chawla
    Balvir Chawla has a passion for providing solutions without complicating them and also he strives to ensure that the client's fears and worries related to money are reduced. Apart from being a Master's in Business Administration with specialization in Finance, he is also a Certified Financial Planner CM. He has regularly contributed articles to the media and has also travelled across the country to educate and train aspiring CFP's and IFA's. He is among the first few financial planners to be listed on the Kinder Institute of Life Planning.
    K. V. Balaji
    With a passion for teaching and educating the future advisors of India, K V Balaji completed his CFP in 2008 and over the past years has guided around 1000 students for MBA, CFP and other courses. An active contributor in media, his articles have appeared in Indian Express, DNA, Moneylife to name a few. With an experience of over 25 years in the financial industry he is a one of the most sought after trainer by the advisor community in and around Pune.
    Bhupendra Ketkar
    With over 14 years of experience in the financial industry and having indepth knowledge of taxation, accounting and investment Bhupendra give a perfect blend of logical and rational investment options to his clients. Having extensively travelled across the country in his role as Zonal Manager with NJ India Invest Pvt Ltd, he has built highly performance oriented teams for NJ. With specialization in taxation, retirement planning , one is assured of the most tax efficient options for any need. A CFP by qualification, he ensures that the client gets an unforgettable experience before and after investments. Heading the technology and customer support at Finnovators one can be rest assured of unique technological solutions and customer delight experiences.
    TESTIMONIALS
    SOCIAL RESPONSIBILITIES

    Creating financial awareness to all sections of society, thereby reducing stress and making people more confident for their finances. Causes of stress within a family are mainly due to two reasons – medical illness and financial illness. Through our investor awareness programs we guide people to organize their finances, plan them and keep a focused approach on their finances. These programs are conducted in housing societies, corporates and with the help of other NGO's.


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