Welcome to Financial Freedom
Frequently Asked
Questions
Answers That Grow Your Wealth, Not Just Your Curiosity
- 8000+ happy Clients
- Trusted Since 2014
- Expert Advisors
11 What is Wealth Management?
Wealth management is a holistic approach to managing your finances, combining investment, tax, and estate planning to protect and grow your wealth—giving you long-term confidence and
peace of mind.
12 What is fiduciary responsibility and why is it important?
Fiduciary responsibility means always putting the client’s interests first. Unlike brokers who follow only suitability standards, our fiduciary advisors at Finranite act with complete trust, transparency, and integrity. We assure recommendations that truly benefit the client, not the advisor.
13 What is the process to get started with Finranite, and what information do you need to provide initially?
Starting is easy. We will first have a discovery call to know your financial objectives and worries. It is very useful to have a summary of your income, expenses, current investments, and loans during the first detailed meeting. You need not worry about making everything perfect—we will assist you step by step.
14 Do you need a certain amount of wealth or income to work with you?
Not necessarily. Finranite’s services are intended for every individual, whether you are just starting your career or a retiree. So, professional financial advice will always be accessible and customized based on your specific goals.
15 How often will we meet or communicate after your initial plan is created?
We hold scheduled review meetings to monitor your progress and to implement any necessary changes. Moreover, you can get in touch whenever a major life event takes place, hence your plan will always be in tune with your situation.
16 What happens if your personal or financial situation changes unexpectedly (e.g., job change, marriage, inheritance)?
Your financial plan is flexible and can be modified. After events such as change of employment, marriage, or inheritance, we will help you comprehend the effect and modify your plan so that you remain on track.
17 You already have some investments. Will you have to sell them to work with us?
Not necessarily. We will analyze your investment portfolio to see how it aligns with your objective. If it is a fit, we will incorporate it; if not, we will suggest different options along with clear justification..
18 How do you measure the success of my financial plan?
Your financial plan’s success is measured through what steps you take toward your life goals. We view success not only from the angle of returns made on investments but also through the lens of the steps taken towards your life goals; be it paying for your kid’s education, purchasing a property, or retiring comfortably. As you progress, we will be closely monitoring your milestones and making sure you do not stray away from your dreams.
19 Who is going to be my contact person and what are his/her qualifications?
An indeed SEBI-registered financial advisor will be assigned to you. He/she is the one with the experience to deal with your particular case. Advisors are always professionals with high qualifications who pledge to keep their fiduciary duty, which means they are at all times legally and morally obliged to protect your interest.
20 What is the basis of your fee structure? Is it a one-time fee or a recurring charge?
Communication is of utmost importance in our relationships with clients. We ask for a fixed advisory fee which will be disclosed clearly before any work commences. This fee can be either a one-off payment for a certain plan or a yearly fee for perpetual management and consultancy which can also be split. This system will ensure that our recommendations are completely free of any influence.