Every financial service
you'll ever need.
From your first SIP to a crore-level insurance policy to a professionally managed portfolio — Finnvest covers your entire financial life.

Smart SIPs powered by AI that picks winners
Start investing with as little as ₹500/month. Our AI analyzes 1,200+ mutual funds across 50+ parameters — past performance, fund manager track record, expense ratio, risk-adjusted returns — to recommend the perfect portfolio for your goals.
- AI-curated fund selection from 1,200+ options
- SIPs starting from ₹500/month
- Automatic portfolio rebalancing
- Tax-saving ELSS funds with 80C benefits
- Zero commission — direct plans only

Compare 20+ insurers, buy in 5 minutes
Life, health, vehicle, and home insurance from 20+ top Indian insurers. Our AI calculates exactly how much cover you need and finds the cheapest premium. Paperless claims settled within 24 hours.
- Term insurance up to ₹5 Crore cover
- Cashless claims at 10,000+ hospitals
- AI-powered coverage calculator
- Instant policy issuance (no medicals up to ₹1 Cr)
- 98.2% claim settlement ratio

Zero-fee Demat with real-time AI signals
Open a paperless Demat account in 10 minutes. Trade equities, ETFs, F&O, and IPOs on NSE and BSE with real-time AI signals that analyze 200+ technical indicators and news sentiment before every trade.
- Open in 10 minutes with Aadhaar eKYC
- Zero account opening and maintenance fee
- AI trade signals with 74% accuracy
- Fractional investing from ₹10
- Integrated with NSE, BSE, MCX

AI budgeting that adapts to your life
Connect your bank accounts and credit cards. Finnvest automatically categorizes expenses, identifies wasteful spending, and creates a personalized savings plan. Users save an average of 22% more in their first 3 months.
- Auto expense categorization from bank SMS
- Smart budget alerts before overspending
- Goal-based savings jars (home, travel, emergency)
- Credit score monitoring and improvement tips
- EMI calculator and debt payoff planner

Professional portfolio management from ₹10 Lakh
Dedicated SEBI-registered portfolio managers backed by AI. Quarterly review calls, tax-loss harvesting, alternative asset allocation, and real-time risk monitoring. Our PMS clients have outperformed NIFTY by 4.2% annually.
- Dedicated SEBI-registered relationship manager
- AI rebalancing and tax-loss harvesting
- Alternate assets: REITs, InvITs, SGBs
- Quarterly strategy review calls
- Real-time risk-adjusted performance dashboard
Ready to take control of your finances?
Join 8.5 lakh Indians who trust Finnvest to grow and protect their wealth.