Who we are:
We Finowlish earlier known as Investors Point are a Wealth Management and Investment Consulting organization with a strong focus on clients well being. We are among the top wealth planner in eastern region. We manage around 250 Crores of Assets under our advisory with almost 3000 clients across India. The team Finowlish has 20 years of proven track record in Financial Services and Investment Advisory and brings with it strong research and investment advisory capabilities keeping in mind the regulatory framework and the volatility in the investment climate. We Provide all kinds of Financial Advisory & Services – Retirement Planning, Financial Planning, Portfolio Management, Investment Advisory, Mutual Fund, Equity & Commodities Trading, Life & General Insurance, Postal Savings, RBI/Tax free/Investment Bonds, Real Estate & PAN Services.
Our Philosophy: Our endeavor to provide Financial Planning services which is independent, impartial, unprejudiced and transparent. We make our clients understand the Financial activities & facility to make informed decisions & cultivate long-term relationship with clients by guiding them through their pathway to Financial Freedom. We believe a Satisfied Client is the Best Advertisement of any organization.
Quality Policy: Finowlish is dedicated to the quality policy that will make sure that its products and services fully cater to the needs of its clients at all the times. The aim of the organization is to deliver a high level of customer satisfaction at all times.”
Our Commitment: We always put our clients interest foremost while advising. We handhold our clients to achieve there financial milestones. We identify with each of our clients unique needs, value and goals & undertake all possible measure in our endeavor to make their dreams come true. We create the Financial Plan subject to well researched sound Financial Planning techniques for each client. We work intensively with our clients and inform them during the Planning process so that they conversant enough to make smart decisions with their money. We always follow the principle "Client First".
To nurture the wealth of our client while providing adequate knowledge and information, which helps them, meet their goals through proper management of their personal finance.
Our Vision: Our aspiration is to be a leading provider of financial services enabling financial freedom of all our clients.