Our services
How Finorix Capital Pvt Ltd can help you plan, grow and protect your wealth.
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Wealth planning
Clarify goals, cash flows and risk capacity, then build a practical wealth plan you can follow with confidence.
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Mutual fund portfolios
Research-backed mutual fund portfolios for long-term growth, income and goal funding — reviewed as life and markets change.
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Investment research
We review fund categories, risk, costs and fit for your goals — explained in plain language.
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LAMF
Access funds against your mutual fund holdings without redeeming your investments — useful for short-term needs while your SIPs and portfolios stay invested.
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Insurance
Life and protection conversations that fit your family goals — so risk cover supports the plan instead of sitting as an afterthought.
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Retirement readiness
Structure retirement savings so lifestyle needs, healthcare buffers and legacy intentions are planned early.
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Tax-aware investing
Discuss ELSS, holding periods and cash-flow timing as part of the wealth plan — within disclosed, compliant guidance.
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Client servicing
From onboarding to reviews and paperwork, you get clear communication and reliable follow-through.
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