Finatrium
Your Wealth · Our Responsibility
Finatrium India Pvt. Ltd. · AMFI ARN-226762 · CFP® Certified Advisors
We are with you every step of the way — serving HNI families, business owners, CXOs and NRI investors across India with clarity, discipline and purpose.
What worries you? Maybe it's plans for your financial future? Or perhaps your hopes and dreams for retirement? What about aspirations for your children? Our mission at Finatrium India is to provide peace of mind and answers to the questions that keep you up at night.
With over ₹250 Crores in Assets Under Management, we bring institutional thinking to personal wealth management. We serve a curated clientele of HNI families, business owners, CXOs, and NRI investors across India — helping them build, protect, and transfer wealth with clarity, discipline, and purpose.
Our process is built on four pillars: Understand your goals, Plan a comprehensive strategy, Implement through regulated products, and Review regularly as your life evolves.
Meet Our TeamJohn is a Certified Financial Planner (CFP®) with over 15 years of experience advising HNI individuals, business owners, CXOs, and NRI families across India. He co-founded Finatrium India with a single conviction: that great wealth management starts with understanding the person, not the portfolio.
Before founding Finatrium, John served as Assistant Vice President at ICICI Securities, Relationship Manager at Citibank Citigold, Senior Manager at Standard Chartered Bank, and Manager at ICICI Bank — giving him deep expertise in how wealth is built, structured, and preserved at the highest levels.
Pradeep brings deep expertise in financial planning, mutual funds, portfolio management, security analysis, insurance, and market research. With an extensive background in banking and wealth management, he has built meaningful client relationships and consistently delivered well-structured investment solutions tailored to each client's unique financial goals.
If you're looking for the best investment option to earn valuable returns, mutual funds offer a higher rate of return than fixed deposits, PPF, or savings accounts. One should never invest in Mutual Funds, but should invest through them.
We invest in various avenues based on your requirements — equity shares for capital growth, fixed income for safety. Mutual Fund companies manage all administrative activities including paperwork.
The concern for most investors is knowing which instruments are best for them. Finatrium acts as your guide — matching the right fund to your unique situation and objective with unbiased, research-driven recommendations.
Know More⚠️ Mutual Fund investments are subject to market risks, read all scheme related documents carefully before investing.
Buying and selling stocks within the same trading day — harnessing the movement of stock indices to earn profits. For example: a stock bought at ₹500 and sold at ₹550 yields ₹50,000 profit on 1,000 shares within hours.
Unlike intraday, delivery trading involves holding stockholdings for a longer period, with no time constraint on selling. Investors fix a target for each stock and exit once the target is achieved — compounding and increasing capital steadily over time.
Know More⚠️ Mutual Fund investments are subject to market risks, read all scheme related documents carefully before investing.
PMS is a tailored investment portfolio in fixed income instruments, individual securities, equity, and structured products. Catering to HNI investors with a minimum ticket size of ₹50 Lakhs.
The fund manager is empowered to take decisions on behalf of the investor — ideal for those seeking full expert management with minimal involvement.
The fund manager offers suggestions; the investor takes the final call — ideal for those who want guidance while retaining control over their portfolio.
Pooled investments for hedge funds, venture capital, futures, and private equity — across three categories: early-stage start-ups, private equity & debt, and complex/short-term trading strategies.
Know More
Regardless of income or health, saving for an emergency is one of the most important financial decisions. We offer Life Insurance via HDFC Life (Code: 01055989) and Health Insurance via Niva Bupa (Code: CHN02274643).
International funds give you access to the world's leading markets — from the US and Europe to emerging Asia. They allow Indian investors to diversify beyond domestic equities and hedge against local market risks.
Finatrium helps identify the right international funds aligned with your risk profile and global exposure goals, while managing currency risk and regulatory compliance.
Know More
A tax consultant helps you maximize your refunds and minimize your liability. Trained in finance law and accounting, our advisors save you time, energy, and money — managing your cash flow as well as your taxes.
Finatrium's tax consultancy covers tax planning, inheritance issues, charitable giving, investment-linked deductions, and other complex needs — with deeper expertise than standard tax preparers.
Know More
At Finatrium, we offer a wide variety of loan products from various Banks and NBFCs to suit your requirements — at your doorstep. Simply choose your loan type, share your details, and our representative will get in touch for further processing.
A government-owned social security scheme for private, public, and unorganised sector employees. Invest as little as ₹500 with no upper limit. At retirement, withdraw a portion of the corpus and receive the rest as a regular pension. Current returns: 9%–12% depending on scheme.
Fixed-income instruments representing a loan to corporate or government borrowers — providing predictable income and capital safety, ideal for conservative investors.
Pooled investment securities tracking an index, sector, or commodity — traded on stock exchanges like regular stocks, combining diversification with the flexibility of equity trading.
Know More
"We recognise that most busy professionals and HNI families do not have the time to bring all the pieces together. That is precisely where Finatrium adds value — acting as your single point of contact for your entire financial life."
— Finatrium India
From wealth accumulation to legacy planning — we act as your trusted partner covering investments, insurance, tax efficiency, and succession planning.
We take time to learn every aspect of your family's financial situation — it's at the core of what we do.
A holistic financial plan covering investments, insurance, tax efficiency, and succession planning.
Fully AMFI-registered and compliant. All recommendations implemented through regulated, transparent products.
Your financial plan evolves with you — we review and realign as your goals and circumstances change.
Investing early makes a huge difference due to the power of compounding. Download the Finatrium App and make your first investment today!
Use our calculators to plan every milestone — from your first SIP to your retirement corpus. All calculations are illustrative and based on assumed rates of return.
⚠️ All projections are illustrative only and based on assumed rates of return. Actual returns vary. Mutual Fund investments are subject to market risks, read all scheme related documents carefully before investing. These calculators do not constitute investment advice. Please consult your Finatrium advisor before making investment decisions.
Whether you're starting your investment journey or looking to restructure a complex portfolio — we're here. Our CFP® advisor will connect with you personally within 24 hours.
Fill in your details and our advisor will reach you within 24 hours.
⚠️ Mutual Fund investments are subject to market risks, read all scheme related documents carefully before investing. | Past performance is not indicative of future results. | These calculators are for illustrative purposes only and do not constitute investment advice.