Years of creating
wealth
Families on the path
of financial freedom
Finnobuddies
Worth of assets under management
Why FinTalk? Simply because it is the need of the hour. Each one of us is looking out for lucrative avenues of investing our hard-earned money but many of us are clueless about worthwhile options. Should we invest in gold or real estate, what will ensure more yield – mutual funds or equity, is there an option of steady income, how much corpus should one necessarily have post retirement… we all are surrounded by questions. In this state of confusion, we hardly have any platform that guides us through comparative analysis, appreciation patterns and latest trends prevailing in the market. Isn’t it? That’s why Fintalk is here. You can connect with us through Fintalk anytime and ask us as many questions as you may have. We shall be more than happy to understand your exact needs and suggest a precise mix of smart solutions….
With the ever-growing earnings, the tax liability also increases. We not only help you reduce it considerably, but also make your money earn tax-efficient returns, even on maturity. We recommend you avenues that will fulfill both the purposes without any risk. With Finnovators, you always save tax by creating worthwhile assets.
The ultimate aim of every sensible investor is creating assets of wealth. For himself, his family for the present moment and also for the next generation in the future. But it takes a long-term vision and consistent, flawless efforts to secure such wealth. We at Finnovators, understand your precise needs and help you build a roadmap to achieve your goals at specific milestones of your life.
Dreaming about early retirement and an active post-retirement life? Consider it done with Finnovators! We make sure that the right mix of products build a good corpus for you to deal with concerns like medical expenses, growing inflation, self-dependent lifestyle etc. Start early and secure more is the thumb rule. Rely on us and simply relax. Our expert advisors shall chalk out a smart plan and work relentlessly to make it successful.
FinTalk
Why FinTalk? Simply because it is the need of the hour. Each one of us is looking out for lucrative avenues of investing our hard-earned money but many of us are clueless about worthwhile options. Should we invest in gold or real estate, what will ensure more yield – mutual funds or equity, is there an option of steady income, how much corpus should one necessarily have post retirement… we all are surrounded by questions. In this state of confusion, we hardly have any platform that guides us through comparative analysis, appreciation patterns and latest trends prevailing in the market. Isn’t it? That’s why Fintalk is here. You can connect with us through Fintalk anytime and ask us as many questions as you may have. We shall be more than happy to understand your exact needs and suggest a precise mix of smart solutions….
FinTax
With the ever-growing earnings, the tax liability also increases. We not only help you reduce it considerably, but also make your money earn tax-efficient returns, even on maturity. We recommend you avenues that will fulfill both the purposes without any risk. With Finnovators, you always save tax by creating worthwhile assets.
FinWealth
The ultimate aim of every sensible investor is creating assets of wealth. For himself, his family for the present moment and also for the next generation in the future. But it takes a long-term vision and consistent, flawless efforts to secure such wealth. We at Finnovators, understand your precise needs and help you build a roadmap to achieve your goals at specific milestones of your life.
FinRelax
Dreaming about early retirement and an active post-retirement life? Consider it done with Finnovators! We make sure that the right mix of products build a good corpus for you to deal with concerns like medical expenses, growing inflation, self-dependent lifestyle etc. Start early and secure more is the thumb rule. Rely on us and simply relax. Our expert advisors shall chalk out a smart plan and work relentlessly to make it successful.
Aimed at fulfillment of your dreams, we have just the perfect range of products to suit your needs. We follow a stringent process to recommend the most relevant ones. At every step of investment, we are with you with all our research, analysis and projections. We make sure that the right mix of our products encourage you to pursue higher goals in the future.
With a penchant for financial management and an acumen for smart financial solutions, we are proud to have a team of veterans. We continuously sharpen our domain expertise as per the current global trends and also hone our collective genius to stay ahead of the future. Comprising top leaders, middle management and frontline experts, we dedicatedly work towards securing the life goals of our esteemed clients. Everyday brings in new opportunities and learning & innovating never stops for us.
Balvir Chawla
Director
Balvir Chawla has a passion for delivering solutions with a simplistic approach. He constantly 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 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
Director
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 the Indian Express, DNA, Moneylife to name a few. With an experience of over 25 years in the financial industry, he is one of the most sought-after trainers by the advisor community in and around Pune.
Bhupendra Ketkar
Director
With over 20 years of experience in the financial industry and having in-depth knowledge of taxation, accounting and investment, Bhupendra offers the perfect blend of logical and rational investment options to his clients. Having extensively travelled across the country during his role as the Zonal Manager with NJ India Invest Pvt. Ltd., he has built high performance oriented teams for NJ. Backed by his expertise in taxation and retirement planning, one is assured of the most tax-efficient options for any financial requirement. 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, he is known for his unique technological solutions and customer delight experiences.
Neepa Khatri
Director
Neepa Khatri has completed her Masters in Social Work and CFPcm. (Certified Financial Planner). She has successfully combined a fusion of Social Work and Finance and has created a cutting edge in financial counselling since last 20 years. To acquire better skills and knowledge over the years she has done a number of professional courses including CFPcm. She has conducted many investor awareness programmes specially for young ladies and encouraged them to take active part in investment decision for their family. She believes that to be a successful investor, discipline and goal based planning is more important than number crunching. Financial counselling and creating Investor awareness is her passion. She devotes lot of time for the advisor community and is an active Director of Pune Investment Advisors association (PIFAA) and is currently the President
Amarnath Lal
Director
Amarnath Lal has almost 30 years of work experience in various fields-Accounting, Banking, Finance, Life Insurance, Mutual Funds and Income Tax. After having spent initial 13 years in Corporate, he ventured in to guiding individuals for financial planning with protection as foundation and gradually moving to investments with goal based financial planning. He caters mainly to salaried individuals of Middle level and senior level executives. His main forte is providing customer centric solution and holistic approach to money management. His passion is to meet individuals on one to one basis. As a Certified Financial Planner by qualification, it helped him to build the business of Financial management in additional to his qualification of post graduation in Commerce and professionally qualified Cost and Management Accountant. Apart from his profession of helping individuals to manage money and build wealth over a long term, he is also a faculty at Art of living and a part of organizing team of Vaidic Pujas in Pune City.
Hemant Kale
Director
Hemant K Kale is a renowned Personal Wealth Creation Coach, with rich experience in the financial and capital market distribution services. He is a Master Mentor on investing and trading in equities and other asset classes and has addressed 10,000 plus investors and traders on various forums nationally and internationally. He has also been offered honorary services by being a Board Member of the “Bombay Shareholders’ Association” - A SEBI recognised Investor Association. With his sharp eye on the financial market movements, ability to analyse and make sense of capital market trends, and most importantly, keeping his clients’ interests as a top priority; he is known to his clients as their trusted Family Well-Wisher rather than just a Financial Products Distributor.
Veena Malgonkar
Director
Veena Malgonkar has earned her MBA from Symbiosis Institute of Management and is from the first batch of Certified Financial Planners in the country. She has been advising clients on managing their wealth and meeting their financial goals for the last 20 years. Her ability to assist professionals in making the transition to a seamless retirement is truly exceptional. She concentrates on risk management and strives to make every client's investment experience as stress free.
Rakesh Mehendiratta
Director
Rakesh Mehendiratta, a dynamic leader at Finnovators, brings over 44 years of extensive expertise in financial planning, accounting, treasury, and tax management. His deep experience across critical areas, including investment services, cash flow management, and tax-optimized planning, has established him as a trusted authority in financial services. Known for his client-centred approach, Rakesh crafts tailored investment strategies, retirement planning, and comprehensive estate solutions designed to meet the unique goals of each individual he serves. Academically, Rakesh is certified with AMFI & IRDA and holds a degree in Cost & Management Accounting from ICWA of India. His educational background, combined with his B.Com in Commerce, Accounts, and Taxation from the University of Pune, adds depth to his technical knowledge. A recognized leader in his field, Rakesh is a proud member of the MDRT (The Premier Association of Financial Professionals) and was named Centurion Star Performer by HDFC Standard Life in 2006. Beyond work, Rakesh is passionate about golf, trekking, and cinema, ensuring a balanced approach to personal and professional life.