What We Do

At Finance Plus, we focus on our clients' most critical issues and opportunities. Generally, the services we offer involve preparing a financial plan or rendering a financial consultation for clients based on the client’s financial goals and objectives.
  • Accumulation
    Accumulation planning addresses an individual's investment needs, asset allocation, and the suitability of different types of securities in light of your goals.
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  • Business Planning
    Business planning focuses on issues specific to business owners and shareholders. For business owners, the business is their most significant asset.
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Who We Are

Finance Plus is one of the world’s leading financial consulting firms. We work with clients to help them have a thorough look about their financial situations, make better decisions, get those decisions translated quickly into actions and sustain the momentum into the future.

Help simplify your finance

Let us spend time take care of your finance and you spend time enjoy your life
125
Employees
100
% Satisfaction
9193
Coffee Cups
9.5
Rating

How We Can Help

Whether you are working toward financial security, providing a steady stream of income, or planning for retirement, we can help simplify your finances. Finance+ can provide access to a wide range of quality investments and services to pursue your financial goals.
Accumulation
100%
Risk Management
90%
Taxation
70%
Business Planning
95%
Retirement Planning
80%
Estate Planning
90%

What Our Clients Say

Huge potential

  • Over 70% of customers have had an annual income of less than ₹ 2 lakh
  • Credit in rural India has been highly unorganized
  • Local moneylenders have had exorbitant interest rates
  • Rural customers have had income profiles that are not steady
  • Ticket size for loan requirements have been extremely small
  • Customers live far from each other, having made them difficult to reach & serve

Supports SATIN Mission

  • Over 65% of the nation’s population still lives in rural areas and we decided to serve them.
  • The SATIN brand-name was trusted across the country, especially rural markets and we decided to not just leverage it but also live up to it.
  • We decided to always maintain sound financial health and in line with the SATIN philosophy this also enabled us to build a sound reputation in the eyes of regulators and governments alike.
  • With access to over 21 states and millions of customers, we now had to build a product that was not just path-breaking but also one which was easy to understand.

Defining growth path

  • We provide personalized service where our team meet customers at their doorstep, any time of the day
  • We enable all customers to maintain proper documentation.
  • We hire locally to adapt to local complexities and evaluate every customer’s application in detail.
  • We conduct due diligence and credit evaluation based on our understanding of local nuances.
  • We serve the ‘Affordable Housing’ customer.
  • We are working to support India’s mission “Housing for All by 2022”
  • We service individuals and segments of society that are underserved by banks and other financial.

Why Choose Us

Experienced

We have over 20 years experience providing expert financial advice.

Vibrant

A qualified, enthusiastic team of advisors are always here to help.

Professional

We always handle challenges in professional boundary and maintain our prestige.

Number One Financial Consultancy

Request A Call Back

Would you like to speak to one of our financial advisers over the phone? Just submit your details and we’ll be in touch shortly. You can also e-mail us for any further concern.

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Emi