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FinOp’s investment Strategy:
The portfolio we advice is to invest in a dynamic mix of ETFs, stocks, equity & debt mutual funds. The portfolio advice is for maximising the returns on investments for opportunities of growth in the longer term. This is for investors seeking investment returns in the 3-5 year horizon.
FinMo's suggested ideal investment size:
Strategy is planned for the minimum investment capital from 10L to 1.25 Cr
FinMo's returns objective:
The Strategic portfolio is expected to deliver anywhere between 12-15% absolute returns in a year, over a period of 3-5 years, keeping in mind the bigger goal of Capital protection.
FinMo's advisory fee:
  • Fixed Fee: Fixed Annual Fee at 1% of investment amount or the value of investments on the date of renewal
  • Profit Share: Upto an annual returns of 15%, NIL. 20% profit share on entire returns if it crosses 15% in any year
  • Subscribe to FinOp Standard, by paying the prescribed fee
  • Open your investment account linking your bank, with associated broker for execution & monitoring
  • The service is ADVISORY ONLY which needs to be accessed from client login to FinMo platform
  • Transfer your Investment amount to your broker, get it executed as per the portfolio advice