FAQs
Get in touch with us for a 360 degree review of your current position and we will prepare a comprehensive financial plan covering multiple aspect to ensure you achieve the goals defined.
What is Personal Financial Planning?
It’s a professional service wherein we work with clients to understand their current financial position i.e., Income & Expenses, Risk analysis, Investments, identify goals, prepare investment plan for achieving the goals, implement and monitor the progress on a regular basis
Do you provide stock tips for investing?
We do not believe in investing based on stock tips.
Will Finsim team help us in filing income tax returns?
We help our clients by guiding tax efficient investment routes. However, we do not file income tax returns for the clients. We recommend clients to professionals, who can provide this service.
Will the implementation responsibility rest with FinSim team?
We possess IRDAI license for Insurance policy distribution and license from AMFI for mutual fund distribution. We can help you in buying Life and Health Insurance and also investing in Mutual Funds.
What makes FinSim unique in comparison with others?
We believe in equipping our clients with the financial knowledge required for managing their finances independently over a period.
Is FinSim services restricted to only Bangalore?
Considering most of our meetings happen online using digital platforms, we cater to clients from all over India.
Do you charge fee for the initial meeting?
No, we do not charge any fees from clients.
What is your revenue for assisting clients in achieving their financial goals?
We act as Mutual Fund Distributors and we earn commissions from mutual fund houses.