AMFI registered · 5,200+ families served

Wealth, built on discipline. Not luck.

FinSec Vision helps families compound wealth through goal-mapped SIPs, tax-efficient portfolios and retirement plans — backed by 15+ years of advisory.

Start Investing Watch how SIPs work

AMFI Registered

Bank-grade security

5,200+ active investors

Top-rated advisory

Portfolio

Anjali’s Goals

Live

Total Value

₹24,86,540

+18.4% this year

Equity Flexicap 65%

Tax Saver ELSS 20%

Balanced Hybrid 15%

Goal: Retirement

62% Funded

XIRR

+22.4% p.a.

Distribution partners

We distribute schemes from India's most trusted AMCs

HD HDFC Mutual Fund

IC ICICI Prudential MF

SB SBI Mutual Fund

AX Axis Mutual Fund

KO Kotak Mahindra MF

NI Nippon India MF

MI Mirae Asset MF

DS DSP Mutual Fund

UT UTI Mutual Fund

AB Aditya Birla Sun Life

Calculators

See your money compound, before you commit a rupee.

Four free calculators, designed by certified financial planners. Move the sliders, watch the chart, ask us what changes.

Monthly Investment

₹

₹500 ₹500,000

Investment Period

Yrs

1Yrs 40Yrs

Expected Return

1% 30%

Investment Amount

₹

₹10,000 ₹10,000,000

Investment Period

Yrs

1Yrs 40Yrs

Expected Return

1% 30%

Goal Amount

₹

₹100,000 ₹50,000,000

Time to Goal

Yrs

1Yrs 40Yrs

Expected Return

1% 30%

Current Age

Yrs

20Yrs 60Yrs

Retirement Age

Yrs

40Yrs 75Yrs

Monthly Expenses Today

₹

₹10,000 ₹1,000,000

Inflation Rate

2% 12%

Expected Return

1% 20%

Returns shown are illustrative based on assumed CAGR. Actual mutual fund returns are market-linked and not guaranteed. Past performance is not indicative of future results.

Fund Showcase

Top-performing funds, hand-picked by our research desk.

A curated shortlist across categories — refreshed monthly, never paid-for.

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Top Rated

HDFC Flexi Cap Fund

Equity · Flexi Cap

5.0

+26.4%

+18.7%

+16.8%

NAV

₹1,842.65

High

Axis Bluechip Fund

Equity · Large Cap

5.0

+19.8%

+14.6%

+13.9%

NAV

₹58.42

Moderate

Tax Saver

Mirae Asset Tax Saver

ELSS · Tax Saver

5.0

+24.1%

+17.2%

+18.4%

NAV

₹41.18

High

ICICI Pru Balanced Advtg

Hybrid · Dynamic

4.0

+14.2%

+11.8%

+11.6%

NAV

₹68.94

Moderate

Trending

Nippon Small Cap Fund

Equity · Small Cap

5.0

+38.6%

+28.4%

+24.2%

NAV

₹156.32

Very High

SBI Magnum Midcap

Equity · Mid Cap

4.0

+32.8%

+22.6%

+19.4%

NAV

₹218.74

High

Kotak Liquid Fund

Debt · Liquid

4.0

+7.4%

+6.8%

+6.4%

NAV

₹4,892.61

Low

Top Rated

Parag Parikh Flexi Cap

Equity · Flexi Cap

5.0

+28.2%

+21.4%

+22.1%

NAV

₹78.36

High

Why FinSec Vision

Advisory that's independent, by design.

Built on transparency, AMFI compliance and a long-term mindset — not on quarterly sales targets.

SEBI-aware & AMFI-registered

Distributor commissions only — never hidden fees on top.

Hand-picked fund shortlist

~150 funds reviewed every month, 12 make our model lists.

Goal-mapped portfolios

Every rupee is tied to a goal, horizon and risk band.

A real human, always

Dedicated advisor on WhatsApp · phone · email — same day.

Bank-grade data security

Encrypted-at-rest infrastructure with role-based access.

15+ years of advisory

A team of CFP, CFA and CA professionals — not order-takers.

Plan for what matters

Map every rupee to a real-life goal.

Most portfolios fail not because they earn less, but because they aren't tied to anything specific.

Retirement

Plan a comfortable, inflation-proof retirement income.

Child Education

Build the corpus for school, college and beyond.

Dream Home

Down payment, EMI, or full purchase — modelled.

Wedding

A goal-mapped fund for the most important milestone.

Vacations

Annual or once-in-a-lifetime — saved for, not borrowed.

Emergency Fund

6–12 months of expenses, parked smartly in liquid funds.

By the numbers

A track record built one family at a time.

No marketing fluff. Just figures we update every quarter.

₹Cr+

Assets Advised

Active Investors

Active SIPs

Years of Advisory

Services

One advisor. Every wealth lever.

Mutual funds, tax-saving, insurance, NRI, loans — distilled into one accountable relationship.

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Mutual Funds

Equity, Debt, Hybrid & Tax Saver schemes from top AMCs.

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SIP Investment

Build wealth systematically from ₹500 per month.

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Financial Planning

Holistic plans aligned to your life’s milestones.

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Goal Planning

Reverse-engineer the SIP needed for any goal.

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Retirement Planning

Plan a worry-free post-retirement lifestyle.

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Child Education

Secure your child’s academic dreams with discipline.

Learn more

Tax Saving

ELSS, NPS & 80C strategies that actually compound.

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Insurance

Life, health & term cover, advised independently.

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Loan Assistance

Home, personal & business loans with negotiated rates.

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NRI Investment

India-focused portfolios for non-resident investors.

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Testimonials

Trusted by families who take wealth seriously.

A few reflections from clients we've advised over the past 15 years.

“My SIPs finally have a strategy. FinSec restructured my portfolio in 90 minutes and I sleep better since. The team explains everything — no jargon, no upsell.”

Rajesh Patil

IT Architect · Infosys

“Their child-education planner is what got me started. We mapped a 16-year corpus for my daughter and the monthly number was much smaller than I feared.”

Sneha Deshmukh

Pediatrician · Apollo Hospitals

“As a founder my cash flows are lumpy. FinSec built a hybrid plan that balances liquidity and growth. They get the entrepreneur lifestyle.”

Aditya Khanna

Founder · Cinder Labs

“Two reviews in, my portfolio overlap dropped from 38% to 12%. That alone justified the engagement. Highly recommend the goal-planning module.”

Priya Raghavan

Senior Marketing Lead · Unilever

“Honest, patient, and never pushy. They aligned my retirement income with my actual lifestyle, not a generic 25× rule. Quality advice.”

Mahesh Iyer

Retired Banker · Mumbai

“Managing Indian investments from Singapore was a headache until FinSec onboarded me. Tax, repatriation, monthly tracking — all sorted.”

Nisha Kapoor

NRI · Product Manager · Singapore

“I had ELSS investments scattered across three platforms. Consolidated, optimized for tax, and added a step-up SIP — clear improvement.”

Vikram Singh

Surgeon · AIIMS Delhi

“What I value most is the annual review. We sit, we look at the numbers, we adjust. It feels like a partnership, not a transaction.”

Anjali Menon

Architect · Bangalore

Team

Advisors who eat their own cooking.

A group of CFP, CFA and CA professionals who manage their families' money on the same plans they advise yours.

Meet the team

Arjun Chandel

Founder & Chief Investment Strategist

18+ years experience

CFP, MBA Finance · IIM-A

Two decades across equity research, AMC fund management and HNI advisory. Built FinSec on the belief that disciplined, transparent advice compounds longer than any fund.

Ananya Iyer

Director · Wealth Advisory

14+ years experience

CFA, MS Finance · NMIMS

Lead architect for our goal-planning framework. Previously headed wealth research at a top-3 Indian asset manager.

Karthik Sharma

Head · Tax & Estate Planning

12+ years experience

CA, LLB · ICAI

Specialises in tax-efficient portfolio architecture for HNIs, founders and NRIs. Speaker at three CA Institute panels.

Meera Krishnan

Senior Goal Planner

10+ years experience

CFP · Pune University

Maps every long-horizon goal — child education, second home, retirement — to disciplined SIP and lumpsum mandates.

FAQ

Questions, answered honestly.

If yours isn't here, our advisors are one message away.

View all FAQs

Still have questions?

Ask on WhatsApp — we usually reply in under an hour.

FinSec Vision is an AMFI-registered Mutual Fund Distributor. Investment transactions execute directly with the respective AMCs — we facilitate, advise and report.

You can begin a Systematic Investment Plan (SIP) with as little as ₹500 per month. Lumpsum investments typically start at ₹5,000 depending on the scheme.

We earn standardized AMFI-regulated distributor commissions paid by the AMC — there is no fee billed to you separately. All commission disclosures are available on request.

No. Your investments stay in your name with the AMC. We advise, transact on your authorisation, and provide consolidated reporting.

No mutual fund return is guaranteed. Returns depend on market performance and the scheme’s investment strategy. Past performance is not indicative of future results.

Equity funds attract 10% LTCG above ₹1 lakh of gains held over one year, and 15% STCG below that. Debt funds are taxed at your slab rate from 2023 onwards. Specific cases vary — we recommend personalised tax advice.

Insights