A professional firm working in the field of Personal Financial Consulting since last 12 years. "FINNICS Financial Services" was incorporated in the year 2015 and within a short span, we have grown to >350 happy families spread across the world and the number is growing by the day. We provide personalized service in following areas; · Investment planning - Mutual Funds, PMS · Insurance planning - Term Insurance, Mediclaim, Critical Illness Cover, Home Insurance etc · Tax planning - Personal Income Tax, Capital Gains Tax etc. · Retirement planning - Pension Plans, NPS · Home Loans · Estate planning - Will Writing We have also conducted investor awareness programs in various parts of India as well as overseas e.g. Bahrain for NRIs. The client engagement starts with risk profiling and follows 6 steps process of Financial Planning i.e. Trust, Data Gathering, Analyze, Strategize, Implement, Review & Monitor.