Fine Advice Private Limited

We provide a process based approach for accumulating, protecting and growing our Clients’ wealth. We offer many products and services, which are valuable resources when placed in capable hands. Your Relationship Manager understands how our breadth of products and services fit into your personal financial plan. Our approach is product agnostic and your relationship manager will advise you only on products that best suit your requirements, objectives and risk appetite.

Mutual Funds
You can match your personal goals and risk profile by selecting one or a combination of funds across the entire risk return spectrum. We also track their on-going performance using a robust internal strategy. In addition, relying on an extensive due diligence process, we come out with a recommended list of funds and send you updated portfolio statements regularly.

Insurance Products
With our long-term financial planning approach, we will help you plan for various stages of your life. Selecting and appropriate from an exclusive range of plans offered by various General and Life Insurance Companies that can be structured to assist you in growing and preserving your assets. Get the peace of mind that comes from insurance you can rely on.

Fixed Income Products
It may be that your specific needs cannot be met by standardized financial instruments, and that you may want to invest in fixed income products which offer lesser risk. We offer you customized investment solutions based on your risk appetite.

Real Estate Funds
You will have access to a host of alternative and innovative investment opportunities that provide you with diversification avenues. Some of our offerings in these categories are private equity and venture capital funds, focused on investing in Indian real estate opportunities.

Venture Capital Funds
You may look at investing in venture capital and private equity funds through independent advisors. We assist you in these long-term investments seeking private equity stakes in start-ups and small and medium size enterprises (SMEs) in sectors, which have a strong growth potential but are not yet fully developed, such as, entertainment and education.

Systematic Investment Plans
You may choose an option to invest regularly and be secured no matter how the markets are performing. SIP allows you to invest a fixed amount regularly in a mutual fund scheme.

For more details you can either contact our Kolkata Office OR drop us an email at caddieforlife@fineadvice.in