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+ 91 9820565712
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Mumbai, India
About Us
We are here to safeguard the path to your financial future with insight and expertise.
Welcome to Confiance Finvest! With over 30 years of collective experience, we assist you in achieving your financial goals and securing a legacy – for yourself and for your future generations.
Confiance Finvest is an independent investment management firm providing digital connect thereby removing physical boundaries by providing an array of financial services and offering customized solutions to serve a broad spectrum of client needs. We have a client-centric approach which allows us to focus on doing what is in the best interests of our clients.
We believe every journey is unique and aim to optimize your most important business – management of your wealth so that you have the freedom to focus on your passions.
Our Values
Alignment with Client interest
We are an independent firm with integrity and we act in the best interest of our clients by maximizing their returns.
Transparency
We are transparent and open as we believe this is imperative to building our clients’ trust and confidence in us
Dedicated
We are completely dedicated to ensuring our clients achieve their financial goals and being financially independent.
We think for the long term
We engage in thoughtful decision making and believe that investment excellence should drive our decisions.
We are community minded
Giving back to the community and supporting philanthropic organisations is an essential attribute in our quest for excellence.
Financial Planning Process
Diligently Managed. Structured for Performance
Why do you Need Financial Guidance
Many investment managers may do what we do. Setting us apart from them, however, is how we think and how we do it.
Why do you need Guidance
Why Select Us
Lack of knowledge
Varied Choices
Emotional Investing
Lack of time to review the Portfolio
Difficulties in setting goals
Expert Guidance & Implementation
Help in taking Informed Decision
Keep your emotions in check
Periodic Monitoring and Review of your Portfolio
Laying down SMART goals: Specific, Measurable, Achievable, Realistic and Time-bound
Our Products & Services
Financial Planning
Retirement Planning,
Tax Planning and Goal Planning
Mutual Fund Distribution
Asset Allocation focusing
on all types of Mutual
Funds
Risk Management Solutions
Strategic and Periodical Re-balancing by sticking to the mandated Asset Allocation .
Insurance Solutions
Health Insurance and Life Insurance
.
Geographical Diversification
Not putting all your eggs in one basket
.
Financial Planning
Retirement Planning,
Tax Planning and Goal Planning
Mutual Fund Distribution
Asset Allocation focusing
on all types of Mutual
Funds
Risk Management Solutions
Strategic and Periodical Re-balancing by sticking to the mandated Asset Allocation
Insurance Solutions
Health Insurance and Life Insurance
Geographical Diversification
Not putting all your eggs in one basket
Our Approach
Disciplined Approach for Portfolio Construction
We take a disciplined approach in constructing a diversified portfolio, guided more by our convictions.
Understanding Risk Appetite and Risk Tolerance
Understanding client’s risk appetite and time horizons we offer a platter of investments across different asset classes in alignment with our client’s interests.
3 Pillars of a Secured Portfolio
There are three pillars to any investment: Safety, Liquidity and Returns. Any investment to be made for any specific goal needs to be prioritized on these factors.
Asset Allocation
Right asset allocation means that you take the optimal amount of risk to meet your financial goals.
Excellence through Service
Superior service is the cornerstone of our firm. Our sincere, consistent and timely delivery of service is the primary reason our clients choose to do business with our firm. We are committed to service to others above our own ambitions.
What our Valued Clients say?
There is no doubt that Confiance Finvest hit a winning streak for us. Our portfolio which had been stagnant for almost three years was reorganised and revitalised into yielding investments within a month of our signing up with them. Not only was their professional expertise evident in the returns they generated but also the services rendered by them were comprehensive, and we must make mention of the cordial air the team exudes. Though unasked, we have recommended Confiance to several of our friends.
Brenda & Joe Rodrigues
I have been dealing with Confiance Finvest for over a year now and am extremely satisfied with their services. A professional approach, systematic thought process, unmatched handholding and availability of adequate infrastructure makes them a perfect choice for managing my investments. Thank you Confiance
Piyush Patwari
Prior to meeting with the team at Confiance Finvest our investments were made on an ad hoc basis that resulted in a collection of investments rather than a structured portfolio.
They helped us make informed investment decisions that were designed to meet our financial goals both in the short term and looking ahead to our retirement years. We now have a diversified and tax efficient portfolio and are extremely pleased with their recommendations.
Kaushik
Get in Touch
Our Contacts
Thank you for your interest in Confiance Finvest. It will be our pleasure to talk to you about your financial goals and objectives.
Our Location:
Mumbai, India
Give us a call at:
+ 91 9820565712
Mail Us:
info@confiancefinvest.com