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Plans

We have 4 Plans that supplement each other. Please read more about the Flexi-Wealth System before choosing your plan. In case you need assistance in choosing a plan, please WhatsApp us.

Finvezto Evergreen

Balanced Wealth Building suitable for everyone including new Investors

Best Mutual Funds/ETF Recommendations across Stocks, Bonds and Metals.

Dynamic Asset Allocation based on Market Regime

Suitable for both SIP/Lumpsum anytime across Market Cycles.

You can directly invest in our portfolio or take the Recommendations and execute them manually.

Individual Support over WhatsApp & Email

GST, Payment Gateway charges and other charges Included. No Hidden Charges.

Finvezto Momentum

Stock Recommendations based on Quality & Momentum (Multi-Factor Model)

Portfolio of 15 Stocks with > 5000 Cr Market Cap

Large, Mid and Small Caps only. Strictly No Penny Stocks.

Suitable for both SIP/Lumpsum anytime across Market Cycles

You can directly invest in our portfolio or take the Recommendations and execute them manually.

Individual Support over WhatsApp & Email

GST, Payment Gateway charges and other charges Included. No Hidden Charges.

Finvezto Strategies

Options Strategies with Asymmetric Upside and Limited Risk. To generate additional return on top of your Core Portfolio. Performance is tracked and shared on a monthly basis.

Hedging Strategies to protect your portfolio during market crashes

Strategies can be run Manually or through Algos (We provide material on Algo Trading as well)

Daily Post Market Analysis, View & Plan

Conceptual Lessons & Deep Dives on Price Action & Key Concepts (Complimentary)

Individual Support over WhatsApp & Email

GST, Payment Gateway charges and other charges Included. No Hidden Charges.

Finvezto
Toolkit

Tools for both Investors & Traders

In-Depth Stock Analysis Tools

Advanced Stock Screener with 400+ Parameters

Build and Test your own Strategies with Live Data

Collection of 50+ Strategies that have outperformed the index across cycles

Portfolio Review Tools

Mutual Fund/ETF Overlap & Review Tools

GST, Payment Gateway charges and other charges Included. No Hidden Charges.

Offerings

Quick Links

I am a Research Analyst and not an Investment Advisor. I do not offer financial planning, risk assessment or customization of offerings. I operate strictly as per requirements of the SEBI RA regulations. Please read the terms and conditions for using this website and service before subscribing.

Research Analyst: Anand Ganapathy K

SEBI Registered Research Analyst

SEBI Registration Number: INH000016630

Registration Validity: 24 June 2024 - Perpetual

BSE Enlistment Number: 6213

Registered Address:
Finvezto Stock Research,
COQUB Coworking Space,
S.No 16 2a, Service Road, Near Ring Road, Vanagaram, Ist Floor,
CHENNAI, TAMIL NADU, 600095

SEBI Local Address:
Southern Regional Office (SRO)

7th Floor, 756-L, Anna Salai,

Chennai - 600002, Tamil Nadu

 Email : support@finvezto.com

 Dedicated Email for Accessibility related Complaints: info@finvezto.com

Dedicated Phone/WhatsApp : +91-8148413194

Complaints Dashboard for the Month ended - December 2025

Contact us directly at support@finvezto.com for assistance with any queries, complaints or grievances. We will ensure your grievance is resolved within 30 days. If you feel that your grievance is not redressed satisfactorily, you may lodge a complaint with SEBI through the SCORES website or the SEBI Scores app for Android or iOS. Here's the link to the SMART ODR Portal for dispute resolution.

All accessibility-related grievances will be acknowledged within 2 working days. Resolution/response will be provided within 15 working days.

Escalation Matrix

Compliance Audit Status

Disclosure with respect to compliance with Annual compliance audit requirement under Regulation 25(3) of SEBI (Research Analyst) Regulations, 2014 for last financial years are as under:

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

Standard Warning: Securities market investments carry market risks. Kindly review all relevant documents before investing.

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