Basic Information
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Company
Findola Capital Services Pvt Ltd -
Website
www.findola.in -
Unique Selling Proposition
The USP of Findola Capital Services Pvt Ltd is a combination of personalized, expert guidance with a user-friendly, completely digital, and cost-effective mutual fund investment platform.
The key elements that constitute our USP are:
1. Dedicated, Personalized Guidance:
Dedicated Client Growth Manager: Every client is assigned a NISM qualified dedicated growth manager. This provides personalized support and guidance on their financial journey.
Client-Centric Approach: The core motive is "Client's Growth," prioritizing the user's financial goals with a tailored investment strategy.
Unbiased Guidance: At Findola, we provide unbiased recommendations, personalized portfolios and continuous fund monitoring with timely exit alerts – ensuring your money always stays on the right track.
Availability: Whenever you need help, our experts are available from 10 AM to 7 PM via voice/video call, committed to your long-term wealth creation.
2. Digital & Hassle-Free Experience
100% Online and Paperless: The entire investment journey, including KYC, transactions, and portfolio management, is completely digital and paperless.
Quick Start: KYC verification can be completed in as little as 5 minutes, allowing an investor to start their journey within 2 minutes if they are already KYC verified.
All AMCs in one place: The platform acts as an all-in-one place for mutual fund investments.
3. Innovative Features & Zero Fees
Zero Fees for Clients: Findola does not charge any fees to customers for using the app or for transactions like redemption.
UPI Autopay: UPI Autopay in the Findola App is a feature that allows you to set up automatic, recurring payments for your Systematic Investment Plans (SIPs) or other mutual fund investments directly from your UPI-linked bank account.
Smart SIP: An innovative feature that adapts investments to market fluctuations based on market intelligence.
Golden Year SIP: This feature helps investors plan their retirement effectively and stay on track, which can include smart retirement goal planning, lifetime reviews, rebalancing, and even a "SIP-to-Income Conversion" feature (likely referring to a Systematic Withdrawal Plan or SWP for retirement income).
4. Focus on Financial Literacy
Investor Education: We actively prioritize educating investors throughout their financial journey, offering insights, information, and resources to help users make informed decisions. We bridge the knowledge gap through workshops, videos, personalized calls and regular updates, helping them understand what they are investing in and why.
Goal-Based Investing: The app assists users in defining, planning, and tracking investments based on specific goals (like retirement or education of their children).
In essence, Findola aims to make mutual fund investing simple, convenient, guided, and affordable for the user.
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About me
Findola is a leading Indian Fintech based on West Bengal that deals in Mutual Funds. It started its journey on 22nd January 2019. -
Title
Founder
Contact Information
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City / Town
Kolkata -
State
west Bengal -
Country
India -
Facebook Business Page URL
https://www.facebook.com/findolacapital/ -
LinkedIn Profile
https://www.instagram.com/findola_capital?utm_source=ig_web_button_share_sheet&igsh=ZDNlZDc0MzIxNw==
Education
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College / University
QPFP Qualified