About Fynamics Wealth
Democratizing wealth management through technology and expertise
Our Mission
To democratize wealth management in India by providing accessible, transparent, and technology-driven financial services that empower every Indian to build and grow their wealth with confidence.
Innovation
Leveraging cutting-edge technology to make wealth management simple, accessible, and efficient for all Indians.
Trust
Building long-term relationships based on transparency, integrity, and putting our clients' interests first.
Excellence
Delivering superior investment outcomes through research-driven strategies and personalized financial advice.
Our Story
Founded in 2018, Fynamics Wealth was born from a simple observation: millions of Indians wanted to invest and build wealth, but traditional wealth management services were either too expensive, too complex, or simply not accessible to the average investor.
Our founders, with decades of combined experience in financial services and technology, set out to bridge this gap. We believed that with the right combination of technology, expertise, and regulatory compliance, we could make professional wealth management accessible to everyone.
Today, we're proud to be a SEBI-registered Investment Advisor, serving clients across India with our comprehensive suite of investment and financial planning services.
Key Milestones
2018 - Company Founded
Started with a vision to democratize wealth management
2019 - SEBI Registration
Obtained Investment Advisor license from SEBI
2023 - Digital Platform
Launched comprehensive digital wealth management platform
2025 - Market Expansion
Expanded services and client base across India
Leadership Team
Amit Sharma
Managing Director & CEO
15+ years in financial services with expertise in wealth management, regulatory compliance, and fintech innovation.
Anita Gupta
Chief Investment Officer
12+ years in investment research and portfolio management with focus on Indian equity and debt markets.
Rajesh Kumar
Chief Technology Officer
10+ years in fintech and software development with expertise in building scalable financial platforms.
Our Impact
What We Offer
💼 Investment Advisory
Personalized investment advice based on your financial goals, risk tolerance, and investment horizon.
- • Goal-based financial planning
- • Portfolio construction and rebalancing
- • Regular performance monitoring
- • Tax-efficient investment strategies
📊 Mutual Fund Platform
Access to 1000+ mutual fund schemes from top AMCs with zero commission and transparent pricing.
- • Direct mutual fund investments
- • SIP and lump sum options
- • Fund research and recommendations
- • Portfolio tracking and analysis
📈 Equity Trading
Advanced trading platform for stocks, ETFs, and other securities with research-backed recommendations.
- • Real-time market data
- • Research reports and analysis
- • Advanced charting tools
- • Risk management features
🛡️ Insurance Advisory
Comprehensive insurance planning including term life, health, and investment-linked insurance products.
- • Needs-based insurance planning
- • Product comparison and selection
- • Claims assistance support
- • Regular policy reviews
Regulatory Compliance
SEBI Registration
Investment Advisor: INA000012345
Valid Until: March 14, 2026
We are committed to maintaining the highest standards of regulatory compliance and investor protection.
Other Registrations
AMFI: ARN-123456 (Mutual Fund Distributor)
IRDAI: CA0123456789 (Insurance Corporate Agent)
All our services are provided in full compliance with applicable regulations and industry best practices.
Awards & Recognition
Best Fintech Startup
BFSI Excellence Awards 2024
Recognition for innovation in wealth management
Customer Choice Award
Fintech India Awards 2023
Voted by clients for exceptional service
Rising Star
Economic Times Startup Awards 2023
Fastest growing wealth management platform
Ready to Start Your Wealth Journey?
Join thousands of Indians who trust Fynamics Wealth for their investment needs.