At Finpenny, we use client-centered approach & seeking to help you preparing a framework to pursue your overall financial goals and guide you through the complexities of planning for your current lifestyle and the same to maintain after retirement. The firm is headed by Ms. Nirmita Shah. She is AMFI registered Mutual Fund Distributor & having Master Degree in Commerce and also obtained Certified Financial Planner Certification from FPSB India. She has worked in the field of Financial Consultancy for over 18 years.
VALUES & PHILOSOPHY
Client Focus – Putting client at the centre and giving our best to fulfill expectations of the client
Ethics &Integrity – To have a high degree of integrity in our work.
Innovation – To develop & support new processes & ideas
Customization – Offering tailored solutions to client based on their financial goals & risk appetites