Welcome To My Firm

A reputed name for comprehensive financial advisory and product distribution services

At My Firm, our mission is to provide our clients with the comprehensive, competent, customised and classy best solutions in wealth creation and wealth management areas. We are driven to provide clients with simple, unbiased and uncluttered professional advice that adds value to their quality of life and results in actionable solutions.

At My Firm, our mission is to provide our clients with the comprehensive, competent, customised and classy best solutions in wealth creation and wealth management areas. We are driven to provide clients with simple, unbiased and uncluttered professional advice that adds value to their quality of life and results in actionable solutions.

News

Key Indicator

NJ E-SAATHI
Index Current Previous Change Change(%)
NIFTY 100 10582.35 10605.80 -23.45 -0.22
NIFTY 200 5544.15 5556.25 -12.10 -0.22
NIFTY 50 10210.85 10234.45 -23.60 -0.23
NIFTY 500 8984.65 9002.35 -17.70 -0.20
NIFTY FREE FLOAT MIDCAP 100 18867.50 18887.90 -20.40 -0.11
NIFTY NEXT 50 28740.20 28782.70 -42.50 -0.15
S&P BSE 100 10612.71 10636.26 -23.55 -0.22
S&P BSE 200 4467.34 4476.38 -9.04 -0.20
S&P BSE 500 14221.15 14247.04 -25.89 -0.18
S&P BSE MIDCAP 16115.98 16114.50 1.48 0.01
S&P BSE MIDSMALLCAP INDEX 4440.40 4419.37 21.03 0.48
S&P BSE SENSEX 32584.35 32609.16 -24.81 -0.08
S&P BSE SMALL CAP 17063.39 17066.15 -2.76 -0.02
Data As On Date : 18-Oct-2017

What We Offer

  • Products Distribution
  • Wealth Management
  • Investment Need Assessment
Every planning or solution needs proper execution to fructify into desired results. As financial product distributors, we offer you access to a wide range of financial and non-financial products that will help you to implement your plans effectively and more importantly, as per your risk profile and needs.
Wealth management is a broach subject and it covers broad areas of wealth creation, retention and management. Our role would be to engage with in planning and executing solutions and strategies for achieving your multiple financial objectives under the wealth management umbrella.
The first step for proper investment planning starts with assessing your actual need for investment. We would help you to know how much you need to save to meaningfully fulfill your responsibilities in life and also achieve your prominent financial objectives /goals in life. We would help you to know how much you need to save to meaningfully fulfill your responsibilities.

Why US?

  • Delivery +

    Going beyond planning and execution services, we believe in building long-term relationship with you and be present to see you when you achieve your financial responsibilities & goals in life. All this while, we would ensure that you are always updated, informed and in control of your wealth.
  • Process +

    We are driven to provide you with simple, unbiased and uncluttered professional advice that adds value to your quality of life and results in actionable solutions. We practice a client focussed, need-based, process oriented approach and rather than a product focussed and sales oriented approach.
  • Vision +

    At Finanzfolio, my vision is to provide you with the most ideal solutions in wealth management for your overall financial well-being. It is my mission to reach to a maximum number of clients and make a positive, worthwhile impact in their lives and help them achieve their responsibilities and financial goals in life.
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