Welcome to FinPoint Investment Services
Your Gateway to Smarter Investing
Our Mission
FinPoint’s Mission is to help our clients make the right financial decisions by investing in products which suit their risk profile and financial goals.
OUR SERVICES
We help you select and invest in the right financial products
Mutual Funds
PMS - Portfolio Management Services
AIF- Alternative Investment Funds
Mutual Funds PMS - Portfolio Management Services AIF- Alternative Investment Funds
Life Insurance
Health Insurance
oUR pROCESS
- Create an investment plan which will work best for you
- Identify and articulate your financial goals
- Understand your ability and capacity to take risks
- Help you cover your risks adequately through insurance
- Identify which financial products can fulfill your needs
- Identify the right category of mutual fund out of the 20+ categories and sectoral & thematic funds
- Recommend the right mutual fund from the right category
- Create an investment plan which will work best for you
- Identify and articulate your financial goals
- Understand your ability and capacity to take risks
- Help you cover your risks adequately through insurance
- Identify which financial products can fulfill your needs
- Identify the right category of mutual fund out of the 20+ categories and sectoral & thematic funds
- Recommend the right mutual fund from the right category
About us
FinPoint has been founded by Mr.Rishi Kumar Saraf,CFA. Mr. Rishi is a B.E., MBA and Chartered Financial Analyst from CFA Institute, USA.He has two decades of experience in investments, equity research and investor relations , including 16 years as Vice President in HSBC’s Global Research team.
