FinSharpe Investment Advisors
Verified by SpringPrincipal Advisor: Rohan Borawake
SEBI RIA REG NO: INA000018489
As fiduciaries, we offer investment advice with full transparency and without any conflict of interest.
Sophisticated strategies for substantial wealth
Services Offered
Wealth Management
Managed portfolios for HNIs and families seeking sophisticated strategies and comprehensive wealth-management solutions.
Investment Advisory Services
Expert investment advice aligned with your goals.
About FinSharpe Investment Advisors
FinSharpe came into existence to enable investors to reduce psychological biases from investment decisions by providing data driven insights. As fiduciaries, we offer investment advice with full transparency and without any conflict of interest.
Frequently Asked Questions
Do I have to open a broking account with Finsharpe?
No. You can execute our advice on any broking account of your choice. However, we recommend you assign a fresh broking account for easier segregation and tracking.
Do I have to transfer funds to your account to start?
No. The investments will be held in your broking account. We would be guiding you on the exact transactions to be done and the subsequent changes.
I have some on-going SIPs in Mutual Funds. Could you advise on what to do?
Yes. We will provide a one-time review of your portfolio. If you would like to continue with Mutual Funds you can invest in our Mutual Fund baskets. Else you could select any of our Direct Stocks strategies as per your risk profile.
