Manage Wealth with an Expert

Investing is difficult if you do not devote significant time and energy to unlearn and learn various financial concepts and mapping your risk profile, goals and returns expectations. Fincare Services is your financial doctor. We have been helping our clients for 28 years helping them create wealth.

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Are Your Investments Working For You?
Right Selection
If you're like most people, you're probably not sure! At Fincare Services, we take the guesswork out of investing and help you make the most of your money.
Super Secure
We don't just talk! We've been helping families and businesses make the most of their money for over 30 years. With 1500+ clients, we have an experience you can trust.
All in One
We take a personal interest in your financial success and work hard to help you achieve your goals.
Is This You?

Every financial decision requires careful analysis and detailed evaluation based on your age, risk appetite, goals, future needs, asset allocation!

  • Tired of worrying about your finances
  • Don't have the time to keep up with the market
  • Not getting the returns you want
  • Have the money but not the expertise
Why Choose Us?

We understand your financial needs and can offer solutions that are tailored to you. We have both the experience and the expertise of working with high-net-worth individuals and businesses. So you can rest assured that your money is in good hands!

  • We're Transparent and Unbiased: We believe in full transparency and will never hide fees or commissions. We are also unbiased in our advice, which means you can be confident that you're getting the best possible service.
  • We have experience: With over 30 years of experience, we have the knowledge and expertise to help you reach your financial goals.
  • We have the right team: We have a team of certified financial planners who are ready to help you with all your financial needs.
Our Services
Fund Selection
Goal planning
Tax optimization
Without the right mix of stocks, bonds, and cash, you could be missing out on potential profits. We'll help you choose the right mix for your goals.
We'll work with you to set realistic financial goals and create a plan to reach them. Be it saving for retirement, buying a home, or sending your children to college, we will make it happen!
We'll help you maximize your tax return and minimize your tax liability. Save money and stress with our help!
Over time, your asset mix will change. We'll help you rebalance your portfolio to keep it on track.
Learn from Money Experts
Tejas Lakhani, Chartered Accountant
The importance of being in the market
Nilesh Shah, MD, Kotak AMC
Don't be an emotional investor
Harsh Goela, Co-founder, Goela School of Finance
The importance of starting now: Time is your ally.
Our customers tell their Success Story.
Shrenik Sheth
Shrenik Sheth
They explain the financial nuances very simply and to the point. It has been about 5 years since I have been associated with them. They go above and beyond to help on some non-finance-related issues as well such as resolving tax queries, pan card-related stuff, etc. Overall good service.
Rajesh Pattani
Rajesh Pattani
It has been two decades. I originally started investing and insurance with Pradeepbhai and now I interact with Romil and Tejas. They have been looking after my portfolio - be it SIP, lumpsum and insurances. They made my financial plan taking into account my cash-flow, future goals and need and planned future cash-flows for me and my family. I would recommend to go to them.
9X Media
Nalini Narayanan
Nalini Narayanan
Tejas handles my mutual fund portfolio, tax compliances and Romil helps with my insurance requirement. It is best for me that I get all the service under one-roof. Being an NRI, all services are available under one roof and everything is perfect. Clear communication, sound financial advice and time to time tax compliances. It is a perfect place for NRI and would recommend it.
Dilip Dherai
Dilip Dherai
They have been like family to me now. Almost 3 decades since they are helping me for insurance and investments. I have taken various LICs from them, they handle my health insurance and also mutual funds. The schemes they have recommended are giving me good returns and they also give timely advice to exit based on my need of funds.
Reliance Industrial Infrastructure Ltd
Pankaj Shah
Pankaj Shah
They have been one-stop solution for investments and insurance. The young blood, timely coordination, precise advice and upto date data management is what I like about them. I recommend their service to those looking for financial decision making.
Chartered Accountant