Services
What We Do
#1
Investment & Wealth Management
• Mutual Funds (Equity, Debt, Hybrid, ELSS, SIP, STP, SWP)
• Portfolio Management Services (PMS)
• Alternative Investment Funds (AIF)
• Structured Investment Funds (SIF)
• Corporate Fixed Deposits & Bonds
#3
Share & Demat-Related Services
• Dematerialisation of Physical Shares
• Duplicate / Lost Share Certificate Assistance
• Transmission of Shares to Legal Heirs
• Name / Signature / Address Corrections
Why Choose Finvista
Trusted expertise. Personalized advice. Long-term financial confidence.
Personalized, Goal-Based Financial Guidance
At Finvista, every financial plan is tailored to your unique goals, risk profile, and life stage. We believe one-size-fits-all solutions don’t work—your investments are aligned with what truly matters to you.lick edit button to change this text. Lorem ipsum dolor sit amet
Transparent Advice Backed by Expertise
Our experienced professionals bring strong AMC and distribution expertise while maintaining complete transparency. You receive ethical, unbiased advice with clear explanations—no hidden agendas, no unnecessary complexity.
Technology-Driven Service with Dedicated Support
We combine smart technology with human expertise to deliver paperless, efficient, and hassle-free financial solutions. From onboarding to after-sales support, our team stays with you at every step of your financial journey.