🛠️ Our Services – Finvest Edge

🟢 Start Investing

Begin your wealth-building journey with flexible investment options tailored to your goals.

• SIP (Systematic Investment Plan)
  Invest monthly for long-term growth. Ideal for salaried individuals and first-time investors.

• Lump Sum Investment
  One-time investment for surplus funds, bonuses, or windfalls.

🔄 Manage Your Portfolio

Smart tools to optimize, transfer, and rebalance your investments.

• STP (Systematic Transfer Plan)
  Gradually shift funds from debt to equity or vice versa. Ideal for volatility management.

• Portfolio Review & Rebalancing
  Periodic review to align with changing goals and market conditions.

💸 Withdraw Smartly

Generate passive income or access funds when needed.

• SWP (Systematic Withdrawal Plan)
  Withdraw a fixed amount monthly. Perfect for retirement or regular income needs.

• Redemption & Switch Support
  Hassle-free execution of fund exits or scheme switches.

🎯 Plan for Life Goals

Invest with purpose—whether it’s tax saving, retirement, or your child’s future.

• ELSS (Tax Saving Funds)
  Save tax under Section 80C with equity exposure. 3-year lock-in.

• Retirement Planning
  Goal-based portfolios for long-term financial security.

• Child Education & Marriage Planning
  Targeted SIPs for future milestones.

💼 Short-Term & Emergency Solutions

Park your funds safely with better returns than savings accounts.

• Liquid & Ultra Short-Term Funds
  Low-risk options for emergency corpus or idle cash.

📲 Digital Convenience

All services are offered with:

• Remote onboarding

• Paperless KYC

• Daily portfolio tracking

• WhatsApp-based support