Nehal Mota

Finnovate Financial Services Pvt Ltd.

Registered Investment Advisor

Service Location

Mumbai

Professional Licenses

SEBI RIA

#INA000013518

Fee Based Fiduciary Financial Advisor

No commission-based products

This financial advisor operates on a hybrid structure, offering professional advisory services for a fee, while often providing integrated execution services that may involve separate distribution arms.

Contact Information

Address

The Summit Business Park, 7th Floor, Unit No. 703, Andheri - Kurla Rd, Behind Guru Nanak Petrol Pump, Opp. PVR Cinema, Andheri East, Mumbai – 400069.

Website

https://www.finnovate.in/

Client Focus & Services

Best suited for

Investors seeking fiduciary advice with legal obligation to act in their best interests. High-net-worth individuals, families, and institutions looking for comprehensive wealth management, portfolio construction, and ongoing investment guidance under strict regulatory oversight.

Problems solved

Portfolio underperformance, lack of investment strategy, regulatory compliance concerns, fiduciary duty assurance, complex portfolio management, succession planning, risk management, systematic rebalancing, performance evaluation, tax-efficient investing.

What this advisor does NOT do

This advisor does not offer independent investment products outside their platform. They do not provide guaranteed returns or fixed-income promises. They do not offer tax return preparation or legal document drafting. They do not provide daily market speculation or short-term trading strategies. Distribution arm products may involve separate compensation.

About Nehal Mota

Finnovate is India’s first and only financial planning company dedicated to making every Indian financially fit. Established with the vision of democratizing access to sound financial advice, Finnovate has become a trusted name in wealth management by focusing on structured, personalized financial fitness plans tailored to professionals and their families.

The firm’s unique FinnFit™ process is built around six core pillars of financial fitness—goal planning, budgeting and taxation, loan management, insurance planning, investment planning, and estate planning. Unlike traditional wealth management companies, Finnovate follows a client-first, hybrid model that combines the expertise of SEBI-registered financial planners with the efficiency and transparency of a robust technology platform.

To date, Finnovate has guided over 3,000 professionals and families toward financial well-being, helping them achieve milestones such as retirement planning, children’s education, and wealth preservation. With its commitment to unbiased advice, continuous optimization, and a holistic approach, Finnovate stands apart as a pioneer in financial planning, redefining the way Indians build and sustain their financial health.

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