Private Wealth

Portfolio Management Services (PMS)

We facilitate Portfolio Management Services which deliver bespoke investment strategies that align with your financial objectives and goals.

Customized Investment Strategies: Tailored plans designed to match your unique financial aspirations and risk profile.
Active Monitoring & Rebalancing: Continuous tracking of market conditions with timely portfolio adjustments to optimize performance.
Expert Management: Both clients had good credit scores, but they were Experienced portfolio managers conduct in-depth research and analysis, ensuring precise investment management.
Transparent Reporting: Receive regular, detailed performance reports that keep you fully informed about your portfolio’s progress.
Diversification & Risk Management: Benefit from a diversified mix across asset classes, sectors, and geographies to effectively mitigate risks and cushion against market volatility.

Direct Equity & Research Services

Unlock exclusive investment insights and comprehensive direct equity solutions tailored for high net worth individuals.

Exclusive Investment Insights: Gain access to personalized research and direct equity strategies designed to maximize your wealth.

What We Offer

Comprehensive Trading Solutions:

Enjoy both online and offline trading options that facilitate efficient and rapid trade execution.

Demat & Research Services:

Leverage robust Demat support alongside comprehensive research tools to enhance your investment decisions.

Rigorous Stock Selection

Our bottom-up approach to stock selection is grounded in robust research methodologies. We continuously generate and refine investment ideas, closely monitoring industry trends to identify optimal opportunities and maintain portfolio performance.

Seamless Execution & Reporting

Ease of Execution: Access our dedicated team through a recorded phone line or email for hassle-free trade execution.
24/7 Portfolio Reporting: Benefit from round-the-clock access to detailed portfolio reports and capital gains statements, simplifying your tax filing process.

Dedicated Relationship Managers

Our dedicated relationship managers ensure you remain informed with the latest market trends and regulatory updates. They are always available to address your specific queries and offer personalized support throughout your investment journey.

Why Choose Our Direct Equity Services?

Expert Leadership

Our team is led by top business minds who embody our core values of client centricity, integrity, and trust.

Specialized Expertise

With extensive experience managing high net worth portfolios, we provide ultra-personalized services crafted from the ground up.

Always Accessible

Our relationship managers are consistently available to guide your investment decisions and help safeguard your wealth.

Secure Digital Platform

We prioritize your data security by proactively monitoring the cybersecurity landscape and partnering with trusted technology experts to ensure a safe and secure investment environment.

Smart Tax Planning

Enhance your tax strategy with Finamics Capital. Our expert guidance helps you invest in the most tax-efficient way, ensuring you keep more of your hard-earned money while growing your wealth.

Invest Now and Save Big on Taxes!

Let your money work harder for you through top-tier tax-saving investment schemes designed to maximize your returns.

Tax-Saving Investment Options

Tax-Free Dividends

Earn dividends that remain completely tax-free. This means you keep more of your income, helping you build significant savings over time.

Equity Linked Savings Schemes (ELSS)

Benefit from attractive tax advantages under Section 80C of the Income Tax Act with ELSS mutual funds. These funds can help you save up to ₹1.5 lakh annually while potentially boosting your overall returns.

Capitalize on Long-Term Capital Gains

Invest in equities for the long term to reduce your tax liabilities. The dividends earned serve as a bonus that is entirely tax-free, enhancing your overall investment gains.

Secure Health Insurance

Purchasing health insurance not only protects your well-being but also offers tax deductions under Section 80D, as the premiums paid are fully tax-deductible.

Term Life Insurance Policies

Opt for term life insurance to enjoy tax benefits under Section 80C of the Income Tax Act. These policies can save you up to ₹1.5 lakh per year, ensuring financial security for your loved ones.

Key Considerations for Smart Tax Planning

01

Assess Your Needs

02

Evaluate Your Risk Tolerance

03

Select the Right Instruments

04

Track & Review

Before embarking on an investment plan, ensure you have allocated funds for tax liabilities while covering your essential monthly expenses.

If you prefer a low-risk approach, consider instruments like money market funds or government bonds. For those willing to take calculated risks, equities offer the potential for higher long-term returns.

Once you’ve assessed your financial needs and risk profile, choose the investment schemes that best align with your goals. Our team of experts is here to guide you in crafting a personalized plan.

Regularly monitor the performance of your investments. Reviewing your progress will help you understand how much you’re saving on taxes and whether adjustments are needed to meet your financial targets.

Why Invest with Finamics Capital?

This comprehensive approach to smart tax planning ensures that you can maximize your savings and build a robust financial future with Finamics Capital.

Multiple Options

Explore a wide range of investment choices that help you save taxes under Sections 80C and 80D.

National Pension System (NPS)

Leverage the benefits of NPS to enjoy additional tax savings under Section 80CCD(1B), with expert assistance from our team.

Grow & Save

Our strategies are designed not only to reduce your tax burden but also to foster the growth of your wealth over time.

High Returns

Benefit from investment avenues that offer superior returns compared to traditional fixed deposits or term plans.

Smart Recommendations

Receive insightful tips and personalized recommendations from our seasoned experts to optimize your tax planning.

Hassle-Free & Paperless Experience

Our advanced digital platform streamlines the entire investment process, ensuring a seamless, paperless experience for all your transactions.