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Contact Info

T-18 ,002 Ground floor,Chd Avenue Sec 71, Gurugram (122001)
+91 87450-02200

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Our Services

We offer range of financial services that focuses on growing wealth for our customers at affordable cost.


Asset Allocation, stock & Fund selecyion based deep research.


Investment accross assets-direct stocks, equity funds & debt.

Risk Profile

Ability to choose from different risk profiles which suits you best.

Monthly Monitoring

Monthly Monitoring of Portfolios and quaterly rebalancing.

What We Do?

The service we offer is specifically designed to meet your needs.

This service provides complete financial Planning comprising - Retirement, Goals, Investment, Tax, Insurance & Estate. Financial planning helps to maximise your wealth basis risk appetite. It helps to cater to set and achieve your goals. It also helps to create muti asset portfolio for maximum return with optimum risk.

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Our Process

Everything you need to know about creating a Finplan GoFinx - Consultant

1. Research based Approach

Strategic and long-term fundamental approach to provide a diversified asset allocation strategy to balance risk and return.

2. Multiple options to choose

Investors can choose portfolio that fits their needs based on the risk profile or investment approach.

3. Monthly Monitoring

We keep monitoring our portfolio daily on global & local factors for best in industry performance.

We bring latest solutions to make the life of our customers easier.

  • Finance

  • Research & Analysis

  • Execution & Timelinesness

  • Wealth Management

We make your life stress-free by helping you manage & grow your wealth effortlessly.

All suggested ready-made portfolios (stocks & mutual funds) selected and periodically reviewed by our experts to fit your investment goals. Designed to make it easier for investors, these portfolios offer long term growth with a choice of Stocks, actively managed Equity Funds, Index Funds/ETFs and Debt Funds. Portfolios are created separately for different risk profiles - Conservative, Moderate and Aggressive.

  • Portfolio Review by Experts – Know what to sell, replace & hold
  •  File Income Tax return at ease (Salaried & Business)
  •  File GST returns – Composite & Regular. (Business)
  •  Complete Financial Planning Knowledge Bank - Retirement, Goals, Investment, Tax, Insurance & Estate.

Join Our Community

We are trusted by over 5000+ clients. Join them now and grow your business.


Completed Projects


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Client Testimonials

What our clients say about us and our services

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Stock analysis is a method for investors and traders to make buying and selling decisions. By studying and evaluating past and current data, investors and traders attempt to gain an edge in the markets by making informed decisions.There are two basic types of stock analysis: fundamental analysis and technical analysis.

Fundamental analysis concentrates on data from sources, including financial records, economic reports, company assets, and market share. To conduct fundamental analysis on a public company or sector, investors and analysts typically analyze the metrics on a company's financial statements - balance sheet, income statement, cash flow statement, and footnotes. When running stock analysis on a company's financial statements, an analyst will usually be checking for the measure of a company's profitability, liquidity, solvency, efficiency, growth trajectory, and leverage. Different ratios can be used to determine how healthy a company is.

The second method of stock analysis is technical analysis. Technical analysis focuses on the study of past market action to predict future price movement. Technical analysts analyze the financial market as a whole and are primarily concerned with price and volume, as well as the demand and supply factors that move the market. Charts are a key tool for technical analysts as they show a graphical illustration of a stock's trend within a stated time period.

A mutual fund is a professionally managed investment fund that pools money from many investors to purchase securities. These investors may be retail or institutional in nature. Mutual funds have advantages and disadvantages compared to direct investing in individual securities. The primary advantages of mutual funds are that they provide economies of scale, a higher level of diversification, they provide liquidity, and they are managed by professional investors.

A financial plan may contain prospective financial statements, which are similar, but different, than a budget. Financial plans are the ENTIRE financial accounting overview of a company. Complete financial plans contain all periods and transaction types. It's a combination of the financial statements which independently only reflect a past, present, or future state of the company. Financial plans are the collection of the historical, present, and future financial statements;

Look no further than our new model portfolios. Designed to make it easier for investors, these portfolios offer long term growth with a choice of Stocks, Actively managed Equity Funds, Index Funds/ETFs and Debt Funds. Portfolios are created separately for different risk profiles - Conservative, Moderate & Aggressive.