Trusted mutual fund advisory for SIP, retirement, tax-saving & goal-based portfolio planning. Serving investors across Pune & India.
At FinTrust Wealth, we believe every person deserves access to professional financial planning — not just the privileged few. Founded in Pune's Ravet & Subharambh area, we have spent over a decade building trust one portfolio at a time.
We are AMFI Registered Mutual Fund Distributors, which means we operate under strict regulatory guidelines ensuring your investments are in safe, transparent hands. We don't sell products — we build long-term relationships.
Whether you're a first-time SIP investor or looking to rebalance a large portfolio, our goal-based approach means every rupee works with a purpose — retirement, education, tax saving, or wealth creation.
Every investment recommendation follows SEBI & AMFI guidelines. ARN: XXXXX
We plan around your life goals — retirement, education, home — not just returns.
Quarterly reviews, rebalancing & personal support — we're with you every step.
Comprehensive financial planning services tailored to every stage of your investment journey.
Systematic Investment Plans starting from ₹500/month. We help you pick the right funds aligned to your risk profile, time horizon, and financial goals. Disciplined investing, compounded over years, creates extraordinary wealth.
It's never too early — or too late — to plan your retirement. We calculate your corpus requirement, inflation-adjusted income needs, and build a phased investment plan that grows steadily and safely over your working years.
Education costs are rising 10% annually. We help you plan a dedicated corpus for your child's higher education using long-term equity funds — so fees, admission, or global opportunities are never a financial worry.
Save up to ₹1.5 lakh under Section 80C and earn equity-level returns simultaneously. ELSS funds have the shortest lock-in (3 years) among all 80C options. We help you select the best performers with strong track records.
Markets change. Your life changes. We conduct quarterly portfolio health checks, identify underperforming funds, suggest switches, and rebalance asset allocation to keep your investments on track with your evolving goals.
Have a bonus, inheritance, or property proceeds to invest? We guide you on the optimal timing strategy — whether direct lumpsum, Systematic Transfer Plan (STP), or hybrid allocation — to maximize long-term growth.
We put your financial security above everything else — always have, always will.
No hidden charges. We clearly explain how we earn and what you pay. Full commission disclosure as per SEBI norms.
Every fund recommendation is backed by 5-year performance data, risk ratios, fund manager track record & AMC quality.
Start investing in under 24 hours. Paperless KYC, digital forms & direct fund access through top AMC platforms.
Get portfolio updates, NAV alerts & advisory support directly on WhatsApp — no complex portals to navigate.
Meet us at our Ravet Subharambh office. Face-to-face advisory in your language — Marathi, Hindi, or English.
We proactively reach out every quarter with portfolio performance reports and rebalancing recommendations.
Latest financial news & market updates — refreshed every day.
"Started my SIP with FinTrust 4 years ago and today my portfolio has grown beautifully. The quarterly review calls are really helpful. Highly professional team!"
"FinTrust helped me save ₹1.5L tax under 80C through ELSS and the returns are excellent. The team is very responsive on WhatsApp. Truly trustworthy advisors!"
"Retirement planning done systematically! They showed me exactly how much I need to invest monthly and how much I'll have at 60. Very clear and transparent approach."
"As a first-time investor I was nervous. The team explained everything in simple Hindi, helped with paperless KYC, and I was invested within one day. Amazing experience!"
"I was getting bad returns from my previous advisor. FinTrust reviewed my portfolio, switched underperforming funds, and my returns improved significantly within a year."
"Planning my daughter's education with FinTrust. They showed a 15-year SIP plan with projected corpus. Very detailed planning and great fund selection. Recommended!"
Fill in your details and our advisor will call you within 24 hours — no obligation, completely free.
Subharambh, Ravet, Pune – 412101
Near Ravet Phata, Maharashtra
+91 99999 99999
Mon – Sat, 9am to 6pm
support@fintrustwealth.com
Reply within 12 hours
Need help? WhatsApp us