About Us

Who We Are

Fin Secure has emerged as a boutique financial service firm that provides end to end personal financial solutions to our clients. We act like a personal CFO to you. We concentrate on providing you with proactive knowledge driven investment processes and high-end service quality to enjoy a relaxed and comfortable life in way taking care of all your financial needs.

We adopt a structured and disciplined approach and provide you portfolio implementation solutions that meet your desired financial goals and milestones.

We offer you a complete range of solutions that complement our financial services. The range includes a combination of best of breed proprietary and non-proprietary (third party) products.

Our highly qualified and experienced team focuses on rendering:
  • Complete financial solutions, from the start of your career beyond the age of retirement.
  • Investment hand holding by professionals with acumen and vast knowledge of the market.
  • Proactive monitoring of your portfolio in context of market events.
  • Most practical and unbiased solutions on insurance planning, risk management, post- retirement benefits, child education and career planning, property management and other financial goals.
  • Portfolio administration of all your financial investments.
  • Tax planning and cash management solutions.
Vision

We intend to create a vast trail of smiling and happy families, who will not be bothered about the markets, inflation, and economy, where every family will enjoy their social life at full swing. We dream of a Happy, Healthy and a Rich India, as we lived hundreds of years ago.

Mission

We earnestly deliver an ethical approach to your requirements, based on our philosophical pillars of credibility, transparency, trust and reputation.

Our recommendations and services derived from our unbiased study of the market and its trend. Your portfolio is always kept confidential and secured. We strongly believe that our performance and effort hold our reputation.

Our expertise areas Products
  • Complete Financial Solution by Certified Financial Planners.
  • Investment Management by investment professionals with 20+ years of experience.
  • Proactive Monitoring of your portfolio for market events.
  • Practical Solution on insurance planning, risk management, retirement goals, education, child plans and other financial areas.
  • Portfolio Administration of all your financial investments.
  • Mutual Funds
  • Insurance (Life & General)
  • Fixed Deposits
  • Post Office Deposits
  • Stock Broking
  • Portfolio Management Services
Philosophy

Our approach is ethics-oriented, not business-based. The organization is based on 3 main pillar :-

  • Credibility - we help you with choices that are best for you, not for any commissions.
  • Transparency - in our charges and in our recommendations.
  • Trust - your information is secure and confidential.