Finvestera

Finvestera

Financial Services

Maharashtra, Maharashtra 1,438 followers

New Era of Finance, Insurance and Investments.

About us

Financial Advisory to Everyone who are looking to learn and make wise decisions for their early financial planning to wealth creation, securing life with insurance, tax saving options and most sought investment opportunities with minimum risks and affordable and systematic investing methods suggested by professional chartered accountants, financial planners and experts in the industry.

Website
https://www.finvestera.com
Industry
Financial Services
Company size
2-10 employees
Headquarters
Maharashtra, Maharashtra
Type
Privately Held
Founded
2020
Specialties
financial planning, insurance advice, tax saving, wealth creation, mutual funds, stock market investment, investment advice, personal finance, loans, insurance, investments, financial education, financial literacy, and financial consultations

Locations

Employees at Finvestera

Updates

  • Finvestera reposted this

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    1,438 followers

    You'll have to take Credit to pay off your Credit Card from now with this. Don't Agree?🙅 We didn't too❌ . . Hold your seatbelts ⏳ Axis Bank and Visa have #innovated something scary but interesting. What is it?🤔 Well, you made a correct guess. A CREDIT CARD 💳 And it is the PRIMUS!📈 A special one for the Ultra-High-Net-Worth Individuals (Yes ! Ultra-Pro-Max-Max Pro). ⬇️ Some quick highlights for the same: 🚀 Starting only in Delhi NCR and Bombay on an Invite-only basis. 🚀 Metallic and premium build (Common Man! The Annual Fees is Rs 1,80,000 + GST Extra ) 🚀 Gets you to access a whole new world of special events including Dining, Sports like Golf and the list goes on and on! 🚀 You'll Love this Reward System: 1 EDGE Mile for every Rs 100 spent on all transactions (where: 1 EDGE Mile = 5 partner miles) 🚀Free Forex Transactions and minimal interest rates! (as less upto 1% per annum.) ✅Need some more benefits? Read through the launch article of Axis #Primus at ⬇️ https://lnkd.in/gj3b-nHR Follow Finvestera for more coming your way!

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    1,438 followers

    SME IPOs : Should YOU open a Yamaha showroom to raise 4800+ Cr? . The "Hot Hand Fallacy", where one assumes a streak will continue - perfectly describes the current sentiment around SME IPOs 🎯 Many investors believe that because the last IPO delivered listing gains, but will the next one will do the same?🤔 This mindset is risky as it ignores the 10+ unique challenges and volatility inherent in SME (small and medium enterprises) investments. Recently, a two wheeler dealer, who had ownership of two showrooms in a prominent Indian city, also went public. With people oversubscribing due to fear of missing out, without even carefully evaluating what the company plans to do with the public investment. 📈 While some IPOs can be profitable, others may be a DISASTER to you. ⬇️ Relying on past performance without thorough research can lead to unrealistic expectations and potential losses. Hence, only invest your hard earned money on businesses you believe in (Follow Finvestera and let's get you through🚀) ✅ Carefully evaluating its fundamentals, and watch your investments give sweet results.

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    1,438 followers

    Purchasing Life Insurance is a waste of #Money? But Finvestera why even think this way? Life is already going smooth! But what if the roads get rough? and your life is at stake? Being the sole earner of a family is a big responsibility. Thus, keeping a #backup amount for your family is what you should do Today. 💡 Why? - Financial Security for Dependents (secure your family + their future) - Debt Repayment (so your outstanding debts, like loans or credit card balances, don’t become a burden for your loved ones.) - Peace of Mind (knowing that your family will be financially protected can provide immense peace of mind) - Business Continuity (for business owners, life insurance can help ensure the business continues to operate) ✅ In summary, life insurance is a crucial part of a solid financial plan, providing financial security to your loved ones and follow Finvestera for more🚀

  • Finvestera reposted this

    My Health Insurance Policy Pays Me ₹10,000 EVERY YEAR for Health Check-Ups! 🩺 Did you know your health insurance might be doing the same for you? Many policies offer free annual health check-ups, and in my case, it’s ₹10,000 on a cover of ₹20 lakh. This BENEFIT isn't just about keeping you healthy - it's a smart move by insurers to help you avoid bigger health issues and costly hospital bills down the line. 💡 Why Take Advantage? - Early Detection: Catch health issues before they escalate. - Cost Savings: Reduce your out-of-pocket expenses and future claims. - Health Monitoring: Keep track of your well-being and get timely treatment. - Preventive Care: Understand and mitigate your health risks. - Tax Benefits: Claim up to ₹5,000 under Section 80D for preventive check-ups for you and your family. 💸 Common Tests Covered: - Blood Pressure Test - Chest X-ray - Blood Sugar Test - Lipid Profile - ECG Test - Liver Function Test - And more! 🩺 Don’t miss out on this valuable benefit. Check your policy today and stay ahead of your health! 🙌 Like this post if you found it useful, follow CA Swaraj Jain for more financial tips, and share with friends who need to know about this! #insurance #healthinsurnace #policy #health

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    1,438 followers

    Ever Heard: Take Control of Your Money? (Not from Mr. Warikoo OFC) But What gets measured, gets controlled !🚀 We've recently started using an app to track our expenses, and it's been a game-changer. Budgeting is an ART. It is essential because: -it allows you to prioritise what matters most. - set achievable financial goals - make smart decisions about spending and saving. This simple habit helps reduce money worries and you gain safety for unpredictable bura waqt :) Need more fayde? - You'll feel more in control and confident about your finances. - You'll identify areas to cut back and optimise your spending. - financial peace of mind Start taking control of your money today, and you'll be on your way to the stars! No more stress, no more uncertainty – just a clear path to financial stability with Finvestera.✅ Follow for more💡

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    1,438 followers

    Luxury Goods and EMIs: See a connection? . Well we do and hope you've too. In the era of "buy now, pay later" loans are fueled by easy processes and unnecessary wants has led to a culture of consumption, where people are trapped in never-ending debt. The rise of social media has created a void in people's lives, fueling a false sense of want and the need to show off. To feed this desire, many turn to luxury goods, often purchased through EMIs. However, this convenience comes with a hidden cost. By increasing the tenure, lenders make EMIs appear more affordable (a tacitc) The widespread availability of easy EMIs, no-cost EMIs upto 6-9 Months for small appliances (Yes iPhones!) and has further facilitated this trap. Credit cards have also become a popular tool for financing those Gucci sort of purchases. With many users unaware of the those high interest rates (unless its a privilege card, DM us to know more about them!). As a result, more than 60% of people are prioritising short-term gratification over long-term financial stability. This desire is endless but you can bring your finance stress levels to 0 with Finvestera. Follow for more!📩

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    1,438 followers

    Capital Gains after Budget 2024: Government aiming to make you POOR?⬇️ . . What changed in the aspect of capital gains in Budget 2024? 💰 You should try to understand this💡 ✅Short-Term Capital Gains : Previously taxed at 15%, now increased to 20% on equities and REITs. (We know this hurts!🙁) ✅Long-Term Capital Gains : Previously taxed at 10%, now increased to 12.5% on equities and REITs. (Aahhhh😭) ✅Real Estate : Previously taxed at 20% with indexation benefits after 3 years, now reduced to 12.5%, holding period shortened to 2 years, and indexation benefits removed (maybe a good news soon on this🤞) ✅Gold and Bonds/Debentures : Previously taxed at 20% with a 3-year holding period, now the period is reduced to 2 years ⏳ while the #tax rates remain the same. The government's 2024 budget capitalises on YOUR INVESTMENTS. by increasing taxes on YOUR gains. 🙅 The higher rates for short-term and long-term capital gains on equity suggests a #strategy to benefit from this surge (of FinFluencers!)📈 With reduced rates but no #indexation benefits, mean property must appreciate significantly to make skyrocketing taxes, hurt you LESS. 🤯 Follow Finvestera on LinkedIn to become financially AWARE.🚀 #LinkedIn #Taxes #India

  • View organization page for Finvestera, graphic

    1,438 followers

    You'll have to take Credit to pay off your Credit Card from now with this. Don't Agree?🙅 We didn't too❌ . . Hold your seatbelts ⏳ Axis Bank and Visa have #innovated something scary but interesting. What is it?🤔 Well, you made a correct guess. A CREDIT CARD 💳 And it is the PRIMUS!📈 A special one for the Ultra-High-Net-Worth Individuals (Yes ! Ultra-Pro-Max-Max Pro). ⬇️ Some quick highlights for the same: 🚀 Starting only in Delhi NCR and Bombay on an Invite-only basis. 🚀 Metallic and premium build (Common Man! The Annual Fees is Rs 1,80,000 + GST Extra ) 🚀 Gets you to access a whole new world of special events including Dining, Sports like Golf and the list goes on and on! 🚀 You'll Love this Reward System: 1 EDGE Mile for every Rs 100 spent on all transactions (where: 1 EDGE Mile = 5 partner miles) 🚀Free Forex Transactions and minimal interest rates! (as less upto 1% per annum.) ✅Need some more benefits? Read through the launch article of Axis #Primus at ⬇️ https://lnkd.in/gj3b-nHR Follow Finvestera for more coming your way!

    • No alternative text description for this image
  • View organization page for Finvestera, graphic

    1,438 followers

    Health Insurance claim is a SCAM?🙅 . . Welcome to the health insurance claim process - a maze of confusion and frustration for many But not for you as you follow Finvestera.🥰 That Complexity of policy terms leads to confusion about coverage. Extensive documentation get you overwhelmed, making it hard for you to gather all info at a single place. ⏳ Poor communication and lack of #transparency from insurance companies leave the consumers uncertain about their claim status. You might think this:🤔 The right kind of health insurance policies is essential for you, right? Choose wisely. (More content coming up on this, so you stay updated.) 💡PRO TIP: Make sure there is NO "Co-payment or Co-pay" in your policy. This will save you alot of your hard earned money. . . Follow Finvestera on #LinkedIn to get the best yet cost-effective tips to safeguard your #financial future!

  • View organization page for Finvestera, graphic

    1,438 followers

    Are you a: "Why bother about the FUTURE ! Live in the present yar" person? . . Good, but not when it comes to financial planning. ❌ . Life is full of surprises, like medical bills or repairs. (and fancy holidays & luxury cars right? 🤔) . With an emergency fund you're able to cover these costs without going into debt.💸 . It also provides a safety net if you lose your job. Seeing those huge #layoffs, consider startng this today. . You become your own "Loan Provider"📈 PRO TIP: Put 6-8 months of Salary in a Fixed Deposit as an emergency fund which has minimum lock-in period🤫. Follow Finvestera as we bring quality content on making your life Financially "EASY" and learn about #moneymanagement . By avoiding high-interest debt, you reduce your financial stress. A Win- Win🏆.

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