Build a goal-mapped portfolio in under 10 minutes. Paperless. SEBI-aware.
Explore SIPsFinSec Vision is an AMFI-registered Mutual Fund Distributor founded on a single belief: families compound wealth through discipline, not prediction.
FinSec Vision started in a one-room office in Andheri with a simple thesis: most Indian families don't lack ambition — they lack a disciplined, advised path to compound their savings.
Today, we manage advisory mandates across 5,200+ active families, with ₹2,500 Cr+ in distributed AUM, across 18 Indian cities and 6 international locations.
Our team includes Certified Financial Planners (CFP), Chartered Financial Analysts (CFA) and Chartered Accountants (CA) — each managing their own families' money on the very plans they advise yours.
In a one-room office. With one philosophy.
You see every fee. You see every commission. No exceptions.
We optimise for 15-year compounding, not 15-minute charts.
Your advisor is the same person, year after year.
Plain language. Clear numbers. No financial astrology.
FinSec Vision is registered as an AMFI distributor. First 12 mandates onboarded in Q4.
In-house goal mapping framework launched — now used across every client mandate.
Crossed ₹100 Cr in distributed AUM. Opened our Pune office.
Pivoted to fully digital KYC + eSign during the pandemic — onboarding time fell from 14 days to 48 hours.
Launched dedicated NRI desk for UAE, Singapore and the US.
5,200+ families. ₹2,500 Cr+ AUM. 28 advisors. Same philosophy.
Founder & Chief Investment Strategist
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.
Director · Wealth Advisory
Lead architect for our goal-planning framework. Previously headed wealth research at a top-3 Indian asset manager.
Head · Tax & Estate Planning
Specialises in tax-efficient portfolio architecture for HNIs, founders and NRIs. Speaker at three CA Institute panels.
A no-obligation first conversation. We'll review your existing portfolio for free.