To be a leading financial investment company providing trustworthy and innovative services to clients and drive meaningful value through each investment opportunity.
To leverage our vast knowledge, talent and resources to create a trusted place for investors to invest their hard-earned capital. It is our endeavour to provide innovative financial solutions for all customers to help them in their objective of long-term wealth creation and deliver confidence about their financial future.
The foundation of our conduct and every business transaction. We honour our commitments and our customers.
Collaboration & trust
We have developed a culture of collaboration with our alliances and maintain a trustworthy relationship with all our investors
Innovation drives the work-culture at Finnovators. We are constantly thinking about new ways to help our clients increase their wealth. Our innovative ideas and services give us the edge in the investment market.
We undertake every investment as our own and work hard for your financial freedom. We are always accountable for our promises, actions and the final results.
With the plethora of products available in the financial market, it has become challenging for individuals to choose the right product as per their needs. At Finnovators, we follow a systematic approach to the entire investment process. Our team ensures that every product we recommend brings a positive difference to your financial life.
Our relationship with you doesn’t end at recommending the right mix of products from mutual funds, bonds, fixed deposits, shares, etc. On the contrary, we build lifelong business relationships to ensure that you achieve all the dreams you envision. Our regular reviews help us determine whether your investments are in line with your current, evolving and futuristic goals.
Mutual funds Equity and Debt
Fixed income products
Bonds Tax-Free and NCD
NPS National Pension Scheme
Insurance Life and Health
Saving taxes is one of our prime concerns, especially when you’re earning starts increasing. At Finnovators, we believe that along with saving tax, we can also make your money work for you. Choosing the right product ensures tax efficient returns on maturity, too. Trust our team of financial advisors to recommend the best routes to reduce your tax liability and ensure that you don’t lose out on the returns.
Wealth can’t be created overnight. It is the result of efforts that begin as soon as you start earning and continue till retirement and beyond. Finnovators has assisted families to create wealth, conserve it, and pass it 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 the wealth in the way they want it done.
Retirement is a concern for all of us. With India’s major young population, the challenges of the future include increasing longevity, non-dependence on the next generation, early retirement, higher medical expenses, inflation, etc., to name a few. At Finnovators, our team considers all these factors and ensures that you can enjoy a stress-free retirement. Right from choosing the right product mix to building your retirement corpus and then selecting products for a steady inflation-proof income post-retirement, we do it all.
Mr. K .V. Balaji understands your emotions and needs perfectly. With thorough knowledge of financial world, he gives practical & implementable solutions . I got benefits of his expertiseto a very large extent . His professional approach and unbiased suggestions are really appreciable.
Mr. Rahul Gharte | Manager - Indirect Purchases
I have been associated with Mr. K.V.Balaji, who has been my financial adviser for the last few years. He and his wife Sudha who is a Chartered Accountant run a private firm in Pune complementing each other. Mr. Balaji is suitably qualified and has an in depth knowledge on all aspects of financial planning, investments and taxation . He is very competent in his field and offers honest and unbiased advise which is tailored to individual needs. He also meticulously keeps track of the investments and updates the client regularly. I would strongly recommend Mr. Balaji and Mrs. Sudha Balaji for all your financial planning and auditing/accounting requirements. Your financial future is certainly in safe hands.
Dr. R Ravishankar | Orthopedic Surgeon
I have known Mr.K.V.Balaji for the past six years.It has been a really good for me having him as my financial adviser. He has helped me channelize my accounts in a better way. Mr. Balaji has a vast knowledge and experience in the field of finance and has always helped invest in the right policies and investment plans for savings. His organised way of working and client report maintenance is commendable. Analyzing the pros and cons and then guiding the client to invest according to the clients' needs and his client oriented approach is what makes him different from other Financial planners. I look forward to further investments with him. "Your money combined with his investment ideas will workout wonders for a better future!" I wish him all success in his upcoming endeavors.
Mr. T. R. Lekshminarayanan | NPCC, Abu Dhabi
I always see Balvir as very highly organized, knowledgeable consultant who would recommend various innovative ideas to satisfy your insurance requirements. He ensures a very good handling of your insurance portfolio with a prompt service
Yogesh Bhintade | Solution Partner & Head
DS PLM at Geometric Ltd.
Balvir understand's the Financial requirements and planning for an individual or family. Plans the details with perfection including all the financial planning for family for the next 25-40 years. Proposes financial savings in equity, MFs, Insurance, SIPs and real estate with a proper mix. He keeps the track on all investments on regular basis, follows up and ensure timely updates. I would recommend Balvir as one of the BEST for financial planning and personal advisor. He is personal, creative with good value on returns & investments with expert domain understanding of Finance resulting in great results in short and long term.
Pravin Pande | Industry Principal
Though my interaction with Balvir started in the capacity of a client looking for expert Financial Guidance, to my utmost delight and satisfaction it evolved into a friendship based upon mutual trust. Balvir has the uncanny ability to understand your expectations and provide you with sound financial guidance in todays highly volatile market! Extremely prompt on delivery, high on integrity and with the expertise that Balvir has, every interaction gives you a feeling of professionalism at its best. Last but not the least, his team too demostrates his fantastic attributes which makes the interactions all the more pleasent
Abhijeet Desai | VP - HR
Credit Suisse Services India Pvt. Ltd.
Mr. Balvir has been conducting training sessions for IMS Proschool for almost 2 years now and I have found him to be an expert in the knowledge of financial planning and a trainer par excellence. He has not only got good results from the class but also have been geting absolutely positive feedback from the stuents. He is a 'thinking' trainer - always putting a lot of thought process on the content and flow of his training programs and adding as much practical relevance to it as possible. I strongly recommend him for corporate training assignments
Aditya Gadge | Chief Executive Officer
CrAssociation of International Wealth Management of India
Mr Bhupendra Ketkar is result driven, service oriented, knowledgeable and an expert in financial markets. His timely advice has helped us understand the options available for investment. I will recommend his services to anyone who wants to avail benefits from the financial markets.
Ashwin Kulkarni | CCBA, E2E Solution Architect
Ever since I moved to Pune in 2002, I have turned to Mr. Bupendra Ketkar for assistance in all things related to finance. His integrity, expertise, and excellent service standards, drew me instantly to him and his company.As the years have passed, I have come to deeply rely on his keen insight and guidance. His advice has always been professional, accurate and without self interest. I would unflinchingly recommend him to anyone interested in finding financial solutions without an iota of hesitation
Jehangir Chinoy | Web Content/Editing/Design
When your employee welfare matters, you go a step beyond to help them understand their finances and plan accordingly. At Finnovators, we help companies like yours with the right financial solutions for your employees. FinnDesk is our dedicated helpdesk wherein our team of experts will visit your office premises on designated days. For instance, we might schedule an interaction on the 2nd and 4th Tuesday of every month. During this time, all interested employees are free to have a personal discussion with our financial experts. This consultation is complimentary for the employees, and they can get all their personal finance queries answered by leaders in the industry.
Money Basics: Income, Expenditure, Assets, Liabilities, Inflation, Compounding, Taxes, Common Mistakes
Insurance: Emergency Funding, Life Insurance, Health Insurance, etc.
Goals: Being on track to achieve certain financial goals like children's education, buying a house, retirement and other family obligations and personal dreams
Investment Options: Available for Retail Investors - Risk, Return, Tax, Duration, Liquidity, Suitability, etc.
TaxPlanning: How to plan your taxes effectively
Mutual Funds: Understanding and investing through Mutual Funds – Collective Investment Vehicles
It’s a credible, beneficial and excellent employee welfare activity
It will help your employees get the right direction for their money management
It’s also a great initiative to help employees be satisfied with their salaries. Our experts will guide them on how goals can be achieved by being disciplined with savings and investments
Your employees will be grateful towards the company, thus building your brand value and goodwill
How much money do I need to set aside as emergency funds?
Is it advisable to prepay my home loan?
How much money will I need for a comfortable retirement?
What are the various tax saving options available for salaried professionals?
What are mutual funds and how to get started with them?
How much life insurance do I need to secure my family?
How much should I invest for my children's education?
Are my current investments beating inflation (mehengayi)?
How to best utilize the Provident Fund contributions?
What to do with my existing investments & insurance policies?
Don’t you think this can be a great platform for your employees? If yes, Call Finnobuddy today to set up an appointment!
Offering prompt service to clients – resolve queries, complete service requests, email reports, etc.
Meeting clients for completion of investments and any follow-ups
Diligently operate an investment software to tally transactions and handle customer investment data
Ongoing administrative work
Energetic individuals with a dream to build a career in the financial services industry
Eagerness to learn
Fluency in English – Oral, Written and Reading
Proficient in Microsoft Office applications – Word, Excel and PowerPoint + Outlook (Emails)
Good interpersonal and communication skills
Handling customer/internal queries (transaction status, account statements, etc.)
Handling execution of investment and related transactions for clients
Taking ownership of customer issues and following problems through to resolution
Interacting with vendors to facilitate customer service
Ensuring processing of application forms for mutual funds, insurance and other transactions (scrutinizing, scanning, data entry, dispatching for processing) every day within deadlines
Maintaining 100% system adherence by monitoring and tracking the various TATs and SLAs laid at each customer interaction point
Reconciling all the transactions dail
This position would allow the candidate to learn true financial planning/ advisory. Training & mentoring assistance provided by Finnovators will be invaluable for the future career progression of the candidate. The candidate would over-time get hands-on experience in doing financial plans & offering advisories.
Sound knowledge on financial planning & allied finance areas, which we will build on
Excellent oral and written communication skills in English
Knowledge of Hindi, Marathi and other regional languages is a plus
Candidates with MBA / BBA freshers / experienced with a flair for learning are most welcome to build their careers with Finnovators