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.