About Us
Welcome to Finnesta Investments, where we specialize in crafting customized investment strategies to meet your financial objectives. Leveraging our extensive experience in equities, mutual funds, PMS, AIFs, bonds, and gold, we provide a holistic approach to wealth management. Our team of experts conducts detailed risk assessments to develop well-balanced and diversified portfolios that suit your individual needs. Trust us to guide you through the financial markets, ensuring clarity and confidence every step of the way.
Vision
“To be the trusted partner in achieving financial success, empowering individuals with personalized investment solutions that align with their unique goals, values, and aspirations, while fostering lasting relationships based on integrity and mutual growth.”
Mission
“Our mission is to develop customized investment strategies that secure long-term value and enhance financial well-being for our clients, while fostering enduring relationships rooted in trust, integrity, and mutual success.”
44+
AMC
06+
Corporate FD'S
40+
Portfolio Managemnet
300+
Bonds
Investment Process @ Finnesta
We start by understanding your goals and risk tolerance, then develop and implement a tailored investment strategy, build a diversified portfolio and continuously monitor and adjust it to keep you on track.
Begins with You
As life evolves, so do your goals, and it’s essential for your investments to keep pace with these changes. Even in the changes of significant life events, regular portfolio reviews are necessary to ensure your investments stay on track.
Identifying goals
We help you identify your financial goals and create a customized investment strategy tailored to your needs. This personalized support helps you achieve your financial goals efficiently and effectively.
Purpose-Driven Investing
Assigning the right investments to goals and aligning returns. Goals are super important, the math around compounding, inflation and returns are critical.
Expert Guidance
Achieving your goals takes time, and the journey can be challenging with market volatility. Most successful investors have a trusted expert to help them navigate these ups and downs, instilling discipline and managing investment behavior.
Setting risk & reward expectations
Successful long-term investing requires understanding market volatility and managing emotions like greed and fear. Our aim is not just to start your investments but to help you reach your financial goals.
Regular Portfolio Review
As life changes, so should your investment strategy. Regular portfolio reviews are necessary to adapt to any changes in your goals or circumstances, keeping your investments aligned with your needs.
Our Services
@Finnesta Investments
EQUITY PMS
Our Portfolio Management Service (PMS) involves skilled fund managers managing customized equity or debt portfolios, designed to achieve your specific financial objectives while balancing risk and return.
MUTUAL FUNDS
Mutual funds pool investors' money to invest in a diversified range of stocks and securities. These funds are managed by professionals to align with specific investment goals and risk profiles.
AIF (Equity & Debt)
Alternative Investment Funds (AIFs) provide investors access to diverse investment opportunities in both listed and unlisted assets, focusing on strategies beyond traditional equity and debt instruments for enhanced returns.
CORPORATE FD
Corporate Fixed Deposits (FDs) are term deposits offered by companies with fixed interest rates over a specified period, providing a secure investment option with predictable returns for investors.
BONDS
Investing in bonds allows you to lend money to corporations or governments in exchange for regular interest payments, offering a fixed income and return of the principal amount upon maturity.
DIRECT EQUITY
Our team guides you in selecting and investing in high-potential equity stocks by assessing market trends, your financial goals, and risk tolerance, ensuring your investment strategy supports your growth objectives.
P2P(Peer-to-peer)
Peer-to-peer lending connects borrowers with investors through online platforms, removing intermediaries and offering the potential for higher returns while providing flexible financing options for borrowers.
UNLISTED SHARES
Unlisted shares are private equity shares that are not listed on any stock exchange. investors get greater control & influence over the company.
How It Works @ Finnesta Investments
Consultation
We provide expert consultation to assess your financial goals, risk tolerance, and investment needs, ensuring a personalized strategy for optimal results.
Strategize
We develop comprehensive strategic plans to guide your investments, aligning them with your financial goals and market opportunities.
Take Action
We execute tailored investment strategies by making informed decisions and managing your portfolio to drive growth and achieve your financial goals.
MEET THE FOUNDERS
Get to know the visionaries behind our firm. Our founders combine years of experience and expertise to guide our mission, ensuring that we deliver top-notch financial solutions and advice tailored to your needs.
SACHIN PRAKASH
CO-FOUNDER
Sachin Prakash, holds an MBA in Finance and Marketing and has 5 years of experience in financial markets. A SEBI-registered advisor, he specializes in investment advice and financial planning, with a background in wealth management.
Finnesta Investments
No 3, B street, Sirur park Road, Sheshadripuram, Bengalore 560020 Email - Finnesta.investment@gmail.com contact- +917019139123\+919538089282
SHARATH KUMAR RAO
CO-FOUNDER
Sharath Kumar,has five years of experience in financial markets and specializes in investment advice and financial planning. A SEBI-registered advisor and company secretary, his background includes insights from a leading asset management firm.
What Our Clients Say
Finnesta Investments has provided excellent service by creating a tailored plan that perfectly fits my investment goals. Their deep market knowledge and personalized approach have earned my trust. I highly recommend them to anyone looking for a reliable and professional investment partner.
Madhusudan
Finnesta investments has brought clarity and confidence to my financial planning. With my busy schedule as a doctor, I needed a partner who understood my goals and provided tailored solutions. Their expert guidance and professionalism have given me peace of mind, making them a trusted partner in managing my investments.
Dr. Swathi C. Prakash
Finnesta has been a breath of fresh air in managing my investments. Their personalized approach made me confident that my financial goals were understood and aligned with my future plans.I highly recommend Finnesta investments to anyone seeking a trustworthy partner in their financial journey.