Aligning your financial goals with a 60:40 approach! 🎯 Have you recently received a large windfall and are unsure how to allocate it to balance your retirement, children's education, and other financial goals? In this Mint article, Nehal Mota, Co-founder of Finnovate, shares expert insights on managing a 60:40 portfolio split between equity and debt to secure long-term financial objectives while maintaining flexibility. Learn about the role of real estate, bonds, and regular portfolio reviews to maximize your returns. Read the full article here: https://lnkd.in/dKrRaB6i #WindfallPlanning #InvestmentStrategy #60_40Split #RetirementPlanning #ChildEducation #DebtFunds #EquityInvesting #PortfolioManagement #Finnovate #FinancialAdvice #Livemint
Finnovate
Financial Services
Mumbai, Maharashtra 5,712 followers
Helping 3000+ professionals achieve financial goals safely, surely, swiftly with our disciplined FinnFit™ approach
About us
At Finnovate, we specialize in providing successful professionals with a disciplined approach to achieving their financial goals safely, surely, and swiftly. Our comprehensive financial planning platform is designed to add purpose and structure to your financial life, ensuring you reach your financial goals with confidence. To date, we have helped over 3000 professionals and their families reach their financial goals through our FinnFit™ Financial Planning Process. Our process is available through our team of FinnFit expert and a transparent, user-friendly technology platform, ensuring accessibility and convenience for all our clients. Our commitment to excellence has earned us the trust of marquee professionals, who not only opted our services but have also chosen to invest in our business. This endorsement speaks volumes about the quality and reliability of Finnovate. Join us at Finnovate and experience the 'professional class' service that has transformed the financial lives of thousands. Let us help you achieve your financial goals with discipline and confidence.
- Website
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http://www.finnovate.in
External link for Finnovate
- Industry
- Financial Services
- Company size
- 11-50 employees
- Headquarters
- Mumbai, Maharashtra
- Type
- Privately Held
- Founded
- 2007
Locations
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Primary
Mumbai, Maharashtra 400066, IN
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Pune, Maharastra 411001, IN
Employees at Finnovate
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Mark Robberds
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Rakesh Dehury
Co-Founder at Skills Caravan Private Limited
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⭐ Jignesh Gajjar, CFP ⭐
Certified Financial Planner l Wealth Management | Financial Planning | Retirement Planning | Value Investing | Personal Finance
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Timur Shalekenov
Fintech, e-commerce, IoT, p2p loans, payments, transfers, online loans Product owner, Business development
Updates
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Presenting the Medical Monarchs Podcast 👑 Where the monarchs of the medical field come together to share their invaluable experiences with fellow doctors. These are the leaders who have not only risen to the top of their medical practice but have also made an incredible impact on countless lives across the country. From trailblazing entrepreneurship to growing their practice, they’ve done it all. Join us to learn how you too can take your medical career to new heights and make a lasting impact. Stay tuned for the first episode of Medical Monarchs, powered by Finnovate! 🎙️ #MedicalMonarchs #Finnovate #HealthcareLeaders #DoctorsForDoctors #PodcastComingSoon #Doctor #medicine
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In this video, we dive into the vital pillar of financial fitness—understanding taxation. We've already touched upon the importance of financial planning; now, we will focus on how effective tax strategies can significantly impact your wealth. Through a case study of a family earning ₹50 lakhs with a tax outgo of ₹15 lakhs, we illustrate how strategic tax planning can lower your effective tax rate from 30% to 20%. Discover practical tips for reducing your tax liability and freeing up more funds for investment. By the end, you'll understand how better tax management can accelerate your journey toward achieving your life goals. To get personalized tax planning advice, book your consultation with FinnFit experts. Click here to book now - https://bit.ly/4dBckQ3. #TaxPlanning #FinancialFitness #WealthManagement #InvestSmart #PersonalFinance #TaxStrategies #FinancialGoals #WealthBuilding #FinancialEducation #TaxSavings
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Hyundai Motor India is gearing up for India’s largest IPO We’ve just published an in-depth analysis of Hyundai Motor India Limited’s upcoming ₹27,870 crore IPO. Learn how HMIL has grown since its 1996 debut, expanded its product lineup with popular models like the Creta and Ioniq 5, and built a strong sales and service network across the country. 👉 Check out the full analysis here: https://lnkd.in/d9PEhn8i Note: For educational purposes only and not to be considered as a recommendation. #HyundaiIndia #IPO #Automotive #Investment #ElectricVehicles #SUV #MarketTrends #BusinessGrowth
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There’s never a time when you don’t need an emergency fund. And in your 40s, it’s inexcusable not to have one. That’s because you’re more likely to have a young family in your 40s and you’d really need that extra firepower to confidently deal with life’s uncertainties. A few things that can force you to crack open your emergency fund include… Prolonged illness: Unannounced hospitalization expenses can drain your finances…unless you have an emergency fund to dip into. A layoff: Beware, layoffs can affect the best of professionals. And at times, your employer may not give you severance pay. Major home repairs: What if a home renovation job went awry and the workers unearthed a major plumbing issue that needed urgent fixing and extra funds? Here’s what the ideal emergency fund looks like You can keep up to 6 to 12 month's worth of fixed expenses including your loan EMIs. Follow Finnovate for more such information. You can also book a Complimentary consultation call by visiting our website : https://bit.ly/3XXi29a #emergencyfunds #emergrncy #emi #home #illness #layoffs #finances #employer #finnovate #booknow #consultation
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Just as Lord Rama conquered Ravana, it's time to awaken the Rama within and triumph over your financial demons! ✨ This Dussehra, take the first step to slay the challenges of debt, break free from the cycle of overspending, and emerge victorious on your path to financial prosperity. Happy Dussehra from Team Finnovate #AwakenTheRamaWithin #ConquerYourFinancialDemons #Dussehra #FinnovateJourney"
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After being closely associated with doctors for so many years, we have something exciting in store just for you! 🎉 A special surprise is on the way – an initiative designed to inspire and empower the medical community. Stay tuned for something big, exclusively for doctors.... 👑 #MedicalMonarchs #Doctors #BigReveal
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Are you looking to save tax using HUF? 💰 Join us for FinnfitFit Wednesdays Webinar , where we simplify financial concepts and offer valuable insights you can apply right away! This week, we’re focusing on How to Save Tax via HUF. 📊 Know how Hindu Undivided Family (HUF) can help reduce your tax liability, the legal ways to save tax by planning income through HUF, and how to set up an HUF without legal hassles. All explained in a simple and easy-to-understand way! Register now: https://lnkd.in/dEa_8s9p The best part? It’s completely FREE and open to everyone! 🙌 Don’t miss this opportunity! 🗓️ 16th October 2024, Wednesday ⏰ 9:00 PM onwards 🎙️ Host: Nehal Mota (Co-Founder, Finnovate) 👨🏫 Speaker: CA Jayant Furia (Chartered Accountant, Finnovate) Register now to secure your spot! #webinar #finance #FinnFit #tax #free #freelearning #freewebinar #huf #finnovate
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Today, we remember not just a great leader, but a kind, compassionate human being whose legacy will continue to inspire generations. Shri Ratan Tata’s impact on our world—from healthcare, education, and disaster relief to animal welfare—reminds us that true leadership is about lifting others up. His deeds, kindness, and visionary leadership will live on in every life he touched. Rest in peace, Shri Ratan Tata. #ratan #ratantata #deeds #legend #RatanTata #legendaryleader #restinpeace #inspiringgenerations #legacyofkindness #visionaryleader #humanitarian #LeadershipWithCompassion #tatalegacy #iconofindia #tributetoratantata #foreverinourhearts #LeadershipForGood #PhilanthropyInAction #TrueLeader
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