About Us

About Us

A perfect living is defined by perfect planning. We always wish that there must be no compromise in our lifestyle that we are living by, today. Also, it should grow. “To live in the moment” is nice, but it is advised to think for future! Financial Planning is the whole concept of saving little from today to have a better tomorrow! But what when someone does not know that how to ahead with it? What next?

 

With this thought, to make one financially independent, either at their retirement or when they have a family left behind, FinX Investments was established. With an objective of distribution of Mutual Fund products, FinX is always committed to continuing working with the client in implementing their financial plan so that it can give it’s best to achieve their financial goal in best the best possible manner.

 

FinX is Vivek Rathi’s venture in helping the client understand their financial worth and work towards in association. With ten plus years of experience and CMA degree, he has the excellent vision toward financial trends and upraising investment ideas.

MISSION

To help our clients achieve the financial literacy so that they or their dependence in the later part of life continue living with smiles!

VISION

Our Vision is to serve people in getting Financial Freedom, know their worth, needs and work on their financial goals as per their requirements. To educate clients over finances so they can know why and how financial planning help.