About Us
Learn more about FinEthics and our commitment to ethical wealth management
WHO WE ARE?
FINETHICS – The Ethics To Wealth Management is:
- Fastest Growing Financial Solution's house in India.
- Believes in Client & Solution centric approach
- Emphasis on overall financial planning based on clients specific requirements
- Wide range of products & services
Akshay Patra, Founder
Pragyan Patra, Co-Founder
Our Values
Client-Centric Approach
We believe in understanding your unique needs and crafting personalized solutions.
Ethics First
Integrity and transparency are at the core of everything we do.
Comprehensive Planning
We emphasize overall financial planning based on your specific requirements.
Long-term Relationships
We aim to build lifetime partnerships through excellent service.
OUR MISSION
Provide need-based solutions at the right value, gaining lifetime & strong client relationships through ethical solutions & service excellence.
OUR VISION
India's most admired & recommended wealth creation & protection brand with true conviction.
Our Approach
Goal Driven
- Determining your short, medium and long term goals.
- Creating investment/pure risk plans aligned to your goals.
- Review and re-alignment of plans
Asset Allocation
- Right mix of asset classes for returns
- Constructing a diversified portfolio
We are immensely delighted to welcome you to FINETHICS and are keen to build a long-term relationship through high quality investment advice. The key benefits of the same are presented below:
- Access to wide array of investment opportunities suitable to your risk appetite and goals.
- Consolidated portfolio/investment report.
- Research led portfolio review and recommendations.
- Dedicated & research based advisory solutions.
Years Experience
Prospect Clients
Satisfaction
Meetings
OUR TEAM
Akshay Patra, Founder
A Dynamic professional with over 19 years' rich experience in Strategy Planning, Product & Business Development, CRM, Profit Centre Operations, Marketing, Product Promotions in the banking/financial sector. A keen planner with proven abilities in devising strategies to augment business, promote products for business excellence. He was earlier associated with the organisation AnandRathi-Preferred Segment, Bajaj Capital, Kotak Bank & Life Insurance.
Pragyan Patra, Co-Founder
She is a Graduate in Psychology and a fast learner who embodies the skills of being a strategic thinker and a good listener and applies them to learning quickly. A strategic thinker can come up with several solutions to solve a problem and will analyze them quickly to determine the best course of action.