5nance Blog - Financial planning and Wealth Management

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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.

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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.

Disclaimer : Registration granted by SEBI, membership of BASL and certification from NISM in no way guarantee performance of the intermediary or provide any assurance of returns to investors.

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). BASL membership no 1462

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

* 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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