Benefits of Financial Planning
Financial Goals
We help you reach your financial goals within limited time
Peace & Security
Financial planning always gives you peace of mind and financial security to make wise decisions
Tax Saving
We will suggest you tax savings strategies for better tomorrow
Enjoyable Retirement
We will advise you the best planning for your retirement, which can give you the same lifestyle even tomorrow
How it Works
Register Online
Our Expert will Advice
Suggests an Investment Plan
Track Performance
Safe & Secure
Build Your Asset Portfolio
Finoptic Calculator
₹12,748.23
₹600000
₹164893.60960566
-
Total
Return:₹14,176
-
Annualized
Yield:8.35%
-
Tax
Rate:30.00%
-
Return After
Taxes:₹ 12,923
-
Annualized Yield
After Taxes:₹5.85%
-
Inflation
Rate5.00%
-
Inflation
Adjusted Return₹ 9,693
-
Infl. Adjusted
Actual Yield (Net)-3.07%
-
Infl. Adjusted
Annualized Yield-0.61%
-
₹129
-
₹6,209
-
₹7,748
Milestones
2017
ICICI Prudential Life Insurance Co.
Star Club Achiever Award
2017
IDFC Mutual Fund Best Performer Award
2017
ICICI Prudential Life Insurance Co July Contest Award
2017
IDFC Mutual Fund Appreciation Award For Contribution
2017
Franklin Templeton Investments
Invitee at the "Perspectives, A Conversation with the Thought Leaders"
2017
AAFM India Certificate for completing workshop on Estate Planning organized by American Academy Financial Management India
June 2017
ICICI Prudential Life Insurance Co Lakhpati Club Award
Jan 2017
Religare Health Insurance Champion Trophy
2016-2017
ICICI Prudential Life Insurance Co Certificate Of Excellence received for exemplary performance and achieving Star Club
2016-2017
Reliance Mutual Fund Award for Signatures Achievers Club
2015-2016
Reliance Mutual Fund Best Signature Achievers Club
2015-2016
ICICI Prudential Life Insurance Co Certificate Of Excellence received for exemplary performance and achieving Star Club
Dec 2016
Religare Health Insurance Champion Trophy received
2016
ICICI Prudential Life Insurance Co Best Business Qualifier in last quarter of 2016
2016
ICICI Prudential Life Insurance Co MDRT (Million Dollar Round Table) Award
2016
ICICI Prudential Life Insurance Co MDRT(Million Dollar Round Table) Award
2015
ICICI Prudential Life Insurance Co MDRT (Million Dollar Round Table) Award
2015
ICICI Prudential Mutual Fund Appreciation Award For Contribution
2014
UTI Mutual Fund
Best Performer Award
2014
UTI Mutual Fund Received appreciation award as key partner for association with UTI Mutual Fund
2012
ICICI Prudential Mutual Fund Appreciation Award For Contribution
2012
Nanyang Technological University
Appreciation Award For completing the course at Nanyang Technological University, Singapore
2010
Reliance Mutual Fund Key Partners Meet Of South India Award At Coorg, Karnataka
2008
Reliance Mutual Fund Awarded when the AUM of the company hit 1000000 crore mark
2008
Sundaram Mutual Fund
Certificate Of Appreciation as key Channel Partner
2007-2008
ICICI Bank - Business Banking Certificate Of Appreciation as key Channel Partner
2007-2008
Franklin Templeton Investments Received appreciation award for contribution
2007
Sundaram Mutual Fund Certificate Of Appreciation as key Channel Partner
Testimonials
FinOptic is one stop for all your financial management needs. I was recommended by a dear friend and I was sceptical to meet the team. But, when I met Opinder, I was quite amazed with his market understanding and forward-looking capacity. Today, my investements are growing each day and I give the credit to FinOptic and will recommend others to use their consultation!
Owner, Krishna Industries
Opinder you have a long way to go! Your predictions for the portfolio has always added value. I have made my retirement secure and i am sure, I can sleep well without thinking for tomorrow. U are the most reasonable and easyily approachable investment advisor
EMEL Group, Nigeria
FinOptic is for anyone looking for investment advice/service that is very personalized portfolio management. What is impressive is the ability to customize investment plans based on each individuals (or group/family) requirements and goals. They truly believe in a long term relationship with their customers. As a long time investor and having experienced multiple investment advisors, I can vouch for FinOptics ability to provide proper and long term investment strategy.
Director, VT iDirect Inc.
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