Portfolio Management Services
Our Portfolio Management services ensure that you are on the best possible path for achieving your goals and dreams.
We do all the work, so you can focus on what matters to you: your family, friends, and your business.
Mutual Fund
Our mutual fund advisory is a one-of-a-kind service that helps you to make informed decisions about mutual fund investments. Our experienced chartered financial analysts (CFA) research on the right mutual fund schemes to invest in India and help you in the mutual fund investment process
Bonds and Debentures
We will help you grow your investment by suggesting Bonds and Debentures that are best suited for your portfolio. We make sure that your Bonds and Debentures will help you grow your investment in a sustainable and secure manner.
Overseas investing
Invest in overseas companies like Amazon, Walmart, Tesla which are at the cutting edge of innovation and become part of their growth story
Corporate FDs
Get better FD rates than your banks through Corporate FDs. We help you get the best interest rates on corporate FDs.
Insurance
Safeguard your wealth through the smartest insurance products tailored for you, your family, and your business. We get you the best deals on a range of insurance products.
Unlisted shares
Investing in Unlisted Shares can present many opportunities to make a positive return on your investment. We provide the chance to invest in some of the hottest new publicly listed companies before they are available to the general public.
Capital Gain Bonds
Reduces your tax obligations without affecting your returns.
We help you buy the right Capital Gain Bonds to reduce your tax obligations
Tax Consultancy
Our team of tax experts provides tailored Tax consultancy to suit every need. We provide tax consultancy for Individuals and Businesses
P2P Lending
With our experience in the lending sector, we help you choose the right P2P lending services
I have been working with Prateek for over 3 years now. I find them extremely helpful and responsive. The wealth management they have provided has allowed me to reduce my tax significantly and also stay on top of my investments. I highly recommend them to anyone out there who is looking for a wealth advisor that they can trust.
– Sameer Agarwal
I’ve been investing for a long time and I’ve become pretty good at it. But I still need a wealth advisory firm in my corner. Finfree helps me keep on top of my portfolio and lets me know when it’s time to make adjustments. In addition to that, they’re always on top of new opportunities, so I get to participate in the latest trends in the market.
– Manaklal Bansal