Previous
Next
WHO WE ARE?
FINETHICS – The Ethics To Wealth Management is:
- Fastest Growing Financial Solution’s house in India.
- Believes in Client & Solution centric approach
- Emphasis on overall financial planning based on clients specific requirements
- Wide range of products & services
OUR MISSION
OUR VISION
India’s most admired & recommended wealth creation & protection brand with true conviction.
OUR APPROACH
Goal Driven
- Determining your short, medium and long term goals.
- Creating investment/pure risk plans aligned to your goals.
- Review and re-alignment of plans
Asset Allocation
- Right mix of asset classes for returns
- Constructing a diversified portfolio
We are immensely delighted to welcome you to FINETHICS and are keen to build a long-term
relationship through high quality investment advice. The key benefits of the same are presented below:
- Access to wide array of investment opportunities suitable to your risk appetite and goals.
- Consolidated portfolio/investment report.
- Research led portfolio review and recommendations.
- Dedicated & research based advisory solutions.
OUR TEAM
Akshay Patra, Founder
A Dynamic professional with over 19 years’ rich experience in Strategy Planning, Product & Business
Development, CRM, Profit Centre Operations, Marketing, Product Promotions in the banking/financial
sector. A keen planner with proven abilities in devising strategies to augment business, promote products
for business excellence. He was earlier associated with the organisation AnandRathi-Preferred Segment,
Bajaj Capital, Kotak Bank & Life Insurance.
Pragyan Patra, Co-Founder
She is a Graduate in Psychology and a fast learner who embodies the skills of being a strategic thinker and a
good listener and applies them to learning quickly. A strategic thinker can come up with several solutions to solve a
problem and will analyze them quickly to determine the best course of action.
