Revamping the
art of Wealth Advisory

Revamping the
art of Wealth Advisory

Who We Are

Fast, flexible and consistent in achieving
financial goals.

Finlance, founded in 2022, provides wealth management services for High Net-Worth Individuals and Family Offices, underpinned by Strong Investment values that aim to deliver tangible results for all investors. Our top-down research approach helps to identify the untapped growth opportunities and thereby crafting bespoke solutions in the areas of listed Equity portfolio management for our clients using our greatest asset- the pooled intellectual capital of our team.

What We Offer

A wealth management service that assists you in managing your wealth and provides you with sustainable long-term wealth creation. By choosing this service, there will be a high degree of flexibility, sophistication and expertise into the investing process. In this, our team will study the best investable businesses along with its Industry trends, while considering your risk tolerance and financial goals, so that you can reap the most out of it.

Striving to generate higher returns than the benchmark is what Finlance works for. In rendering this type of service, our team works for you the other way round where, at first, we construct a diversified AUM using our intellect followed by upskilling your knowledge of the business in your constructed portfolio as and when you desire. You will retain the decision-making authority over your investment selections and will benefit from the output of our expert in-house research team. We act more like a consultant and offer personalised investment advice so that the clients can make the decisions that they feel is right. Each client is treated individually and specific suitability needs and requirements are factored into each separately managed account.

Our Values

Why Choose Us

Bespoke Portfolios

One-to-One Relationship

Multi-bagger Approach

Easy access to top management

Transparency

Round-the-clock Analysis

Consistent Performance

Client-Friendly Fees Structure

Why Finance

Investment Philosophy

Radical Businesses + High Conviction = Sustainable Long-Term Wealth Creation

Finlance Ventures is a Wealth Management firm, established by Mr. Vandan- a spearheaded individual who believes in envisioning a performance-centric organisation with a strong investment culture. We have an extremely simple and fuelled with speed, top-down stock selection philosophy, thereby seeking to invest in companies which present the most powerful combination of Business- Management-Valuation (BMV).

vandan-shah
“The Alpha”- Chief Investment Officer

Vandan Shah

Our Team

Meet the Experts

finlance-kinjal-jain
Associate Research Analyst

Kinjal Jain

meet-shah
Business Co-ordinator

Meet Shah

manav-arora
Business Operations Manager

Manav Arora

subham
Operations Co-ordinator

Shubham Rajpurohit

Our Team

Meet the Experts

vandan-shah
“The Alpha”- Chief Investment Officer

Vandan Shah

finlance-kinjal-jain
Associate Research Analyst

Kinjal Jain

meet-shah
Business Co-ordinator

Meet Shah

manav-arora
Business Operations Manager

Manav Arora

subham
Operations Co-ordinator

Shubham Rajpurohit

Insights

Thought Center

From team of CIO’s backed by Finlance

Multi Asset Funds Investment Strategy

Multi Asset Funds Investment Strategy

Multi-asset fund combines equities, bonds, silver and international securities, within a single

Gold vs Equities

Gold vs Equities

Historically, during Indian economic downturns equities fall out of favour while gold,

FII vs DII in Indian Equity Market

FII vs DII in Indian Equity Market

It’s been a tough couple of months for the Indian Equity market

Contact Us

Let's Connect

We Would love to hear
from you.