Founder Pradeep Lakhani with Tejas Lakhani, Partner at Fincare Services
New Delhi (India), 10 February: Mumbai-based investment and insurance intermediary, Fincare Services, offers investment opportunities and insurance services to individuals based on their needs. The company has a client based in India, UAE, the UK, Australia, and the US and is set to not only expand its already expansive international clientele but also have a global operational presence via the opening of its satellite office in Dubai, UAE. This is a new milestone in the 30-year run of the company, with a proven track record of handholding clients in their financial independence journey even in the face of major financial crises.
Keeping in mind the personal financial goals of the clients, the company, founded in 1990 by Mechanical Engineer Pradeep Lakhani, deals with all types of insurance for life insurance, health insurance, fire, theft, burglary, car, etc., and a variety of investment opportunities like Mutual Funds, Company Fixed Deposits, Bonds, Debentures, and Share Broking.
Further, exemplifying customer-centric dedication and guiding clients through the challenges of financial planning, experts at Fincare Services conduct extensive research without missing a beat and document it comprehensively for the stakeholder in the form of monthly reports. The reports include the health of the domestic and global economy, movements in the market as well as the top stocks and investment plans to be on the lookout for.
Highlighting the evolving investment pattern, Tejas Lakhani, Partner at Fincare Services said, “Investing and wealth building are essential in today’s world. The mutual fund sector has grown by double digits in recent years, and the industry AUM is now at Rs. 40 lakh crores, with investors contributing around Rs. 13000 crores monthly through the Systematic Investment Plan. Previously, people might retire with Rs. 30-40 lakhs, deposit it in a bank and live off the interest for the rest of their lives. With rising inflation and lifestyle costs, a person needs at least a few of crores to retire comfortably while maintaining their standard of living. Whenever there is a matter of investing someone’s money in an asset, trust is a major concern, and Fincare Services has developed it well for the last three decades.”
Currently, 2900 individuals have subscribed to the monthly newsletter of the company. The extensive client base of 1800 individuals, 1000 clients doing SIP, and an INR 200 crores volume of investment and insurance speaks volumes for the effectiveness of Fincare Services in the market.
On a forward-looking note, Tejas Lakhani further added, “We have an unwavering aim to create an ecosystem of trust and property. Towards this goal, with the tireless work of our expert team, we strive continually to help our investors multiply their wealth passively via extensive wealth planning advice, door-to-door services, and other efforts. The upcoming Dubai office will help us do just that”
With over 30 years of legacy, Fincare Services is one of the oldest mutual fund distributors and insurance intermediaries in Mumbai. The official website of Fincare Services provides ample information for individuals to get started with the company toward financial freedom.
Fincare Services is a Mumbai-based company that has been providing financial advice and insurance services since 1990. The business aims to lead its prospects toward financial freedom.
For more information, please visit: https://fincareservices.com/
LinkedIn: https://www.linkedin.com/company/fincareservices/
Media Contact
Company name: Fincare Services
Contact person: Tejas Lakhani
Email: tejas@fincareservices.com
Website: https://fincareservices.com/
City: Mumbai
State: Maharashtra
Country: India
Phone Number: +91-9773687483
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