We are an AI-Backed Performance-Driven Investment Advisory Services

5nance is an AI-backed, SEBI-registered investment advisory platform based in Mumbai. Our financial advisory services adhere to long-term wealth creation for our customers.

Our AI-Backed products analyze millions of data points, and market trends to help our customers make informed financial decisions. Our investment advisory services enable clients to harness the power of Artificial Intelligence technology to reap maximum returns on their investments.

The core values of our investment advisory services have remained the same since we started our journey in 2010. We put our customers first, with a focus and commitment to helping them achieve their financial goals. Our robust AI-driven technology differentiates us from traditional financial advisory services.

5nances team comprises a diverse array of professionals, whose combined experience in capital markets helps us make decisions based on wisdom and thoughtful insights.

- OUR MISSION & VALUES -

We aspire to drive positive transformation of financial lives for individuals across all segments, bringing happiness and joy to individuals globally through financial stability and growth.

Our Leadership Team

As a client, you benefit from our leadership team’s unparalleled experience in the worlds of financial services and internet security.

Dinesh Rohira

Founder & CEO

Dinesh has over 20 years of experience in the Software Services Industry. He had been associated with Microsoft, IBM, HP and Microland in various capacities. He is responsible for overall business vision of 5nance. He is an Alumnus of VJTI Mumbai.

Ajay Arjit Singh

Founder & Chief Business Architect

Ajay has over 20 years of Sales and Marketing experience in Software Services Industry. He had worked with HP, Microland and Tata Honeywell. He is a gold medalist from NIT Jalandhar and Post-graduate from SCMHRD Pune.

Vivek Ghokhale

Co-Founder & COO

Vivek has been instrumental over 20 years in Technology Engineering and Sales in Services Industry. He had been associated with Intel and Microland. He completed his Graduation from VJTI Mumbai.

Dr. Chintan Vora

VP - Product Engineering

Chintan has over 15 years of experience in personal financial management, and worked with ICICI Bank, HSBC and ICICI Securities. With a post graduate degree in Finance and Marketing and a Doctorate (Ph.D.) in Management, he is a CFPCM and an alumnus of IIM – Calcutta.

Anil Chandnani

VP - Sales

Anil has over 15 years of experience in the Financial Sector. He has worked with Bajaj Allianz and Future Generali Life. He has done an MBA in Marketing and is a Certified Financial Planner from the FPSB Board in USA.

Abdul Shabdi

VP - Operations

Abdul has over 25 years of experience across the Financial Domain. He has been associated with Indiabulls AMC Ltd, ICICI Prudential and, Tata Share Registry Ltd. Having an MBA in Marketing from JBIMS, he’s involved in Customer Service, Business Development & Operations.

Deepak Kadam

Head-Technology

Deepak has over 25 years of experience in the Technological Sphere. He has worked with Nemi Pharma, Everett (India) Pvt. Ltd, SN Computers and Technocrat Solutions. He’s a Software Engineer from Aptech and a BCOM graduate

Our Qualified Team

Ahsan Waris

Chaitali Patil

Deepak Sawant

Fehmida Quairishi

Mudit Gupta

Parag Chitodkar

Prasad Kudtarkar

Rajendra Mangaonkar

Ravi Samsher

Sadhana Singh

Tshering Wangchuk

Vishal Sangoi

Sadik Ali

Zeeshaan Siddique

Ashwin Pandey

Megha Lakhani

Priyanka Tiwari

Harshal Kadam

Sameer Khanvilkar

Aditya Natalkar

Pratik Raut

Mayur Gami

Dipesh Patel

Shazmeen Maniar

Join us! Khushiyon ko rukne mat do.

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KNOW MORE ABOUT 5NANCE

What is financial planning? How is 5nance.com better?

Financial planning is a process that provides you with (a) A scientific way to manage your finances. It helps individuals make calculated provisions to align their future goals and requirements. and (b) a personal goal plan that enables users to realize objectives for their future. 5nance makes use of an innovative financial planning software to analyze your existing portfolio and set up plans to meet those objectives. We offer financial planning tools and services like budgeting, investment planning, insurance planning, cash management, retirement planning and real estate planning.

Who is a financial planner? How can 5nance.com help you plan better?

A financial planner is an expert who advises users to manage money in a methodical manner. Our personal finance software plays the role of a budget planner and helps users plan their goals and make goal based investments. Our integrated financial accounting software helps users identify their financial requirements, present priorities, future needs and products that are most suitable to meet their needs. We provide tools that allow our users to create monthly investment plans, track spending patterns and optimize savings.

How does 5nance.com create an individual’s personal financial plan?

As a personal budget software, we take care of user’s money management needs such as budgeting, expenses tracking and savings optimization. You can expect comprehensive financial planning and best investment recommendations from our investor friendly portal. We provide real time portfolio tracking and put out timely alerts and research calls to optimize returns on their investments. Online automated advisory and services offered by us is absolutely free of cost. Users can make investment through our portal without incurring any expenditure.

How is 5nance platform different from others?

Like a personal budgeting software, 5nance.com offers a platform that enables users to go for budgeting, planning, advisory, portfolio tracking and investments in just few clicks. We allow users to link their bank accounts with our portal to facilitate ease of operation. Users can execute financial transactions and get prudent advisory at zero cost.

All rights reserved. Reproduction of any content in any form, including but not limited to articles, tips, photos, videos, designs, graphs or any form of representations, in whole or in part, in any form or any medium without explicit written consent of Innovage Fintech Private Limited is prohibited.

Innovage Fintech Private Limited is registered with Association of Mutual Funds in India (AMFI) as a mutual fund distributor having ARN no. 87155 and is also holding a valid Corporate Agent (CA) registration with Insurance Regulatory and Development Authority of India (IRDAI) registration no. CA0339. Any recommendation provided by Innovage Fintech Private Limited to the customers on mutual funds is incidental to its primary activity. For products other than mutual fund, no recommendation is provided in any form by Innovage Fintech Private Limited.
Advisory Services on 5nance.com is provided by Innovage Investment Advisers Private Limited, a SEBI registered Investment Adviser having registration no. INA 000003809 (Valid from 13th Nov 2015 - Perpetual).

Complete name of Investment Adviser as registered with SEBI Innovage Investment Advisers Private Limited

Type of Registration (Individual or Non-Individual) Non-Individual
Contact details of the Principal Officer Principal Officer - Chintan Vora Tel : +91-8048131677 E-mail : chintan@5nance.com

Registration number and validity of registration INA000003809 (Valid from 13th Nov 2015 - Perpetual) BASL membership no 1462
Corresponding SEBI regional/local office address SEBI Bhavan II BKC Plot no. C-7, ‘G’ Block, Bandra Kurla Complex,
Bandra (E), Mumbai - 400051, Maharashtra Tel : +91-22-26449000/40459000 E-mail : sebi@sebi.gov.in

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* Mutual Fund investments are subject to market risks, read all scheme related documents carefully before investing.
* Insurance is the subject matter of solicitation.

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