Private Finance
Exclusive Financial Solutions for High-Net-Worth Individuals
Finalix India Private Finance offers bespoke financial services designed exclusively for high-net-worth individuals, business owners, and senior executives. Our personalized approach ensures your wealth grows strategically while being protected from market volatilities.
Private Finance Overview
Our Private Finance division provides comprehensive wealth management solutions tailored to meet the unique financial needs of affluent clients. We combine deep market insights with personalized service to help you achieve your financial objectives while preserving and growing your wealth.
Wealth Management
Comprehensive portfolio management with personalized investment strategies aligned with your risk profile and financial goals.
Real Estate Investment
Strategic real estate portfolio development including commercial, residential, and industrial property investments.
Tax Optimization
Advanced tax planning strategies to legally minimize tax liabilities and maximize wealth accumulation.
Estate Planning
Comprehensive succession planning and estate management to secure your legacy for future generations.
Our Exclusive Services
Private Finance Tiers
Silver Tier
Minimum Investment
₹1 Crore+
- Dedicated Relationship Manager
- Portfolio Review Quarterly
- Basic Tax Planning
Gold Tier
Minimum Investment
₹5 Crore+
- Senior Portfolio Manager
- Monthly Portfolio Review
- Advanced Tax Strategies
- Real Estate Advisory
Platinum Tier
Minimum Investment
₹10 Crore+
- Chief Investment Officer Access
- Weekly Portfolio Review
- Comprehensive Wealth Planning
- Global Investment Opportunities
Investment Portfolios
Traditional Investments
Equity Markets
Blue-chip stocks, mid-cap opportunities, sector-specific funds
Fixed Income
Corporate bonds, government securities, debentures
Mutual Funds
Systematic investment plans, ELSS, sectoral funds
Alternative Investments
Private Equity
Early-stage startups, growth capital, buyout opportunities
Venture Capital
Technology startups, innovative business models
Real Estate Funds
REITs, commercial property funds, land banking
Eligibility & Process
Eligibility Criteria
- Minimum net worth of ₹5 Crore
- Minimum annual income of ₹50 Lakh
- Indian resident or NRI
- Clean financial track record
- Minimum investment of ₹1 Crore
Onboarding Process
- Initial consultation & needs assessment
- Risk profiling & financial goal setting
- Customized investment proposal
- Portfolio construction & implementation
- Regular review & rebalancing
Schedule a Private Consultation 👑
Experience exclusive wealth management services tailored for high-net-worth individuals. Our senior financial advisors will provide personalized solutions for your unique financial needs.
Client Testimonials
What Our Private Finance Clients Say
"Finalix India's private finance team transformed my wealth management approach. Their personalized strategies have yielded exceptional returns while effectively managing risks."
Mr. Rajiv Mehta
Industrialist | Platinum Client
"The estate planning and tax optimization services have been invaluable. My family's financial future is secure thanks to their expert guidance."
Mrs. Priya Sharma
NRI Investor | Gold Client
