Financial Planning Simplified

What insurance policy or investment product we suggest is secondary.
What comes first is Why the customer needs it.
Justify financial investments & suggestions by generating a simplified comprehensive financial plan & address various life goals of the customer with some exciting calculators & reports.

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features

Awesome Features

Here's what's under the hood of FinVine

Retirement Strategy

Based on your assumption rates & few details, get a detailed retirement strategy for required corpus, justification spreadsheet. You also get an option to plan with the nest-egg consumption or conservation mode.

Child Future Planning

Get the future cost estimate in a detailed manner for each child's goal of SSC, HSC, Graduation, Masters & Marriage. What's more ?... You can choose to select individual goal of every child & strategize using various investment options.

Risk Management

Considering the assets, liabilities & funding provisions for kids & family survival, get a detailed report of required Life Insurance, Disability Cover & Health Insurance to mitigate his risk of liquidating assets during contingencies.

Budget Planner

No matter how big the goal is, the investment decision is usually made within an agreed budget. Sometimes, the goal remains inadequately managed after we start off with small investment & dont increase it gradually. Budget planner helps the customer to stratify his savings & helps him meet his goals; within a fixed budget.

Cost Of Delay

Though convinced, the customer sometimes gets into a delay mode & procrastinates his decisions. this calculator plays a pivotal role in explaining the loss he has made while delaying his investment decisions.

HNI Ratio

A famous thumbrule of 30:30:30:10 used by many financial planners & we have crafted it into a calculator to see if the financial pattern fits into this structure or not. Accordingly, various strategies can be implemented.

Contribution Restructuring

Most clients wait for longer term to get the maturity during the desired goal age. However, some of them always want to restrict their contribution term to a specific tenure. This calculator helps the advisor to restructure the contribution term to whatever requirements as the customer wants.

Time Value Calculators

A simplified mix of 6 calculators... to calculate the maturity, required savings, required term, calculating yield & so on..

Finvine at a Glance

Web Dashboard

Finvine lets you keep track of all your plans in one place.
Get freedom from saving the data on pendrive/hard-disk... We do it for you on Cloud & access it 24x7 worldwide.

Financial Planning Report
at a Glance

Financial Planning Report

A detailed Comprehensive report covering the assumptions, requirements, provisions & further strategies... You get everything in one place.
What's more, this report can be used as a best tool to generate repeat sales using its Cumulative Rise in savings strategy.

App Screenshots

Finvine App

Annual Billing

For all the professional & organised insurance & investment advisors.

For 1st year : Rs. 5,000
From 2nd year onwards : Rs. 2,000

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Address:

Swapna Siddhi Building Akurli Cross Rd Number 2,
Kandivali, Govind Dalvi Nagar, Kandivali East, Mumbai, Maharashtra 400101

Contact:

+917506275077

Email:

[email protected]

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