FinFirst Financial Services

Other H.a.l Ii Stage H.o, India ·Founded 2012

Overview

FinFirst Financial Services is a SEBI-registered investment advisor based in Pune, India, offering comprehensive wealth management solutions. Their services include building financial plans, life and health insurance, investment management, tax planning, retirement planning, debt management, and estate planning. They emphasize a zero-commission policy to build trust with clients. The firm is led by Managing Partners Arvinder Jit Singh and Nandlal Bhatkar. Arvinder, a Mechanical Engineer from IIT Delhi with a Post Graduate Diploma in Management, has over 35 years of experience, including heading the Western Region for Bosch India. Nandlal, a Chemical Engineer from ICT Mumbai and a PGDM from IIM Ahmedabad, has over 25 years of experience in banking and financial markets, including running the structured derivatives business for American Express Bank in Singapore. FinFirst Financial Services aims to provide holistic wealth management services, combining personalized approaches with a team of experienced advisors in investments, tax, insurance, estate planning, and more. They conduct quarterly review meetings to ensure that clients' portfolios are always aligned with their goals.

Investment Focus

  • Open to investors across India

Portfolio Companies

Boba BhaiGinglani Distillers

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Frequently asked questions about FinFirst Financial Services

What sectors does FinFirst Financial Services invest in?

FinFirst Financial Services invests in Financial Services, Real Estate, Cryptocurrency, Commodities and ESG and Impact Investing, and is based in H.a.l Ii Stage H.o, India. FinFirst Financial Services is listed as a other in the ConnectSafely investor database.

What stage does FinFirst Financial Services invest at?

FinFirst Financial Services backs companies at Pre-Seed, Seed, Early Stage, Series A, Series B and Growth, writing cheques of 100K - 5M.

Which regions does FinFirst Financial Services invest in?

FinFirst Financial Services invests across India.

Who are the partners at FinFirst Financial Services?

Team members listed for FinFirst Financial Services include Ravi Manik (Partner).

What companies has FinFirst Financial Services invested in?

FinFirst Financial Services's portfolio includes Boba Bhai and Ginglani Distillers.

How do I contact FinFirst Financial Services?

FinFirst Financial Services's contact details — including LinkedIn — are listed in the ConnectSafely investor database, along with its website and the LinkedIn profiles of its partners.

Last updated · Source: ConnectSafely investor database