FinSharpe Investment Advisors
Principal Advisor: Rohan Borawake
SEBI RIA Reg No: INA000018489
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Overview

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Financial Planning

Investment Advisory

Model Portfolios

SEBI Disclosures
Contact details

info@finsharpe.com

+91 9923411966

506 Seasons Business Square, Aundh, Pune 411007
Comprehensive Financial Plan
Investment Advisory by NS Wealth Solution
With our unique proprietary model ‘Dream > Decide > Do’ we act as enablers for our clients bridging the gap between desiring and accomplishing. By using the Dream > Decide > Do model we help you plan today for a better tomorrow.
View Plan
₹ 30,000/y
Incl. GST

  • Recommendation on existing insurances
  • Data Collection & Goal Setting
  • Planning for Goals
  • Emergency Planning
  • Retirement Planning
  • Planning & Asset Allocation for Goals
  • View Plan
    ₹ 30,000/y
    Incl. GST
    FinSharpe Mutual Funds - Balanced
    Model Portfolio by FinSharpe Investment Advisors
    Momentum investing: Aiming to capitalize on market trends for potential growth. Mastering Factor Investing: Diversify, Adapt, and Grow with Wright Balanced.
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    ₹ 1,000/month
    Incl. GST

    Volatility
    Low

    Min. Investment
    ₹ 85,369 SIP

    Return Period
    1 month

    Return Percentage
    2.49%
    View Portfolio
    ₹ 1,000/month
    Incl. GST
    Comprehensive Financial Planning - Indian Resident
    Investment Advisory by ARTHA FinPlan
    Comprehensive financial planning provides stability, ability to face contingencies, and making your money work for you. It gives a roadmap for your future finances, goal achievements and helps you maintain standard of living throughout your life.
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    ₹ 18,000/y
    Incl. GST

  • Recommendation on existing insurances
  • Data Collection & Goal Setting
  • Planning for Goals
  • Emergency Planning
  • Retirement Planning
  • Planning & Asset Allocation for Goals
  • View Plan
    ₹ 18,000/y
    Incl. GST
    Mid & Small Cap Focus
    Model Portfolio by FinSharpe Investment Advisors
    A strategy for aggressive investors seeking a focused allocation towards Mid and Small Cap stocks
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    ₹ 1,000/m
    Incl. GST

    Volatility
    High

    Min. Investment
    ₹ 85,369 SIP

    Return Period
    1 month

    Return Percentage
    2.49%
    View Portfolio
    ₹ 1,000/m
    Incl. GST
    Prime
    Investment Advisory by NS Wealth Solution
    Get a detailed financial plan with actionable on investment, tax planning, insurance, goal planning, loans, retirement planning and more.
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    ₹ 4,999/y
    Incl. GST

  • Recommendation on existing insurances
  • Data Collection & Goal Setting
  • Planning for Goals
  • Emergency Planning
  • Retirement Planning
  • View Plan
    ₹ 4,999/y
    Incl. GST
    Prime Plus+
    Investment Advisory by NS Wealth Solution
    Let us help you reach your goals. Get in touch with our financial experts and help them plan your reserve funds, insurances, retirement funds and much more.
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    ₹ 10,000/y
    Incl. GST

  • Recommendation on existing insurances
  • Data Collection & Goal Setting
  • Planning for Goals
  • Emergency Planning
  • Retirement Planning
  • Planning & Asset Allocation for Goals
  • View Plan
    ₹ 10,000/y
    Incl. GST
    Indian Bluechip Leaders
    Model Portfolio by FinSharpe Investment Advisors
    Invest in the stalwarts of India with a high market capitalisation and proven track record
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    ₹1,000/m
    Incl. GST

    Volatility
    Medium

    Min. Investment
    ₹ 90,470

    Return Period
    3 months

    Return Percentage
    -
    View Portfolio
    ₹1,000/m
    Incl. GST
    Multi Asset Diversified
    Model Portfolio by FinSharpe Investment Advisors
    One portfolio built to last in all market conditions
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    ₹333/m
    Incl. GST

    Volatility
    High

    Min. Investment
    ₹ 6,867

    Return Period
    3 months

    Return Percentage
    5.32%
    View Portfolio
    ₹333/m
    Incl. GST
    Large & Mid Cap Diversified
    Model Portfolio by FinSharpe Investment Advisors
    This strategy combines the best of both worlds - Fundamentally strong companies backed by Momentum
    View Portfolio
    ₹1,000/m
    Incl. GST

    Volatility
    High

    Min. Investment
    ₹ 1,31,145

    Return Period
    2 months

    Return Percentage
    0%
    View Portfolio
    ₹1,000/m
    Incl. GST
    Contact details

    info@finsharpe.com

    +91 9923411966

    506 Seasons Business Square, Aundh, Pune 411007
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