Finscore is created so that we can build community of action taking investors
It is an intelligent planning tool which helps an investor in taking their financial life to the next level. We take your financial data, do some number crunching at the back end and screen your overall financial life using 15 strong parameters. We analyze your financial life and give a score between 1-100. Finscore is about aligning your financial life with the defined 15 parameters and taking corrective actions.
You get a dedicated mentor who helps you in taking the required actions.
Yes, we have the copyright of Finscore and we can take legal and required actions in case we find any person or organization trying to copy or imitate the model.
If you opt for full membership, it is valid for 12 months. If there are any changes in your financial life than you can change your financial data and take the required actions.
If you have partial access to the tool and access is for 1 month
Yes, just email us at email@example.com and we will let you know the next steps
Yes, Finscore is an innovative model which helps a new investor as well as an experienced investor. If you are totally new investor, then it’s the best way to start your financial life
Yes, you get a dedicated mentor who will help you to understand the tool and will also assist you in completing required actions.
Please check our pricing page for that.
Yes, you will get suggestions on your existing investments. We will analyze your overall financial life and will help you to take corrective actions.
Your membership is valid for 12 months. You can ask all your queries during this duration. You will always have a dedicated mentor who will be available on email and call.
First try our free service and once you are convinced only than sign-up and pay the fees. If you are unhappy or not satisfied we will get in touch with you and help you in taking things forward. We will need your partnership and trust in helping you.
Finscore model is very simple and easy, if you will surrender and will take the required actions it will always make you a happy investor.
Yes, its going to be a great help because what finscore will do is , it will tell you where you stand in various parameters at this moment after working for so many years. So it’s a perfect way to double check if you are going in the right directions or not
If you are close to retirement or have already retired drop a mail to us and we will create a separate retirement plan for you. Finscore may or may be the right match for you. We basically prepare a separate retirement sheet as retirement solution.
Finscore is suited for someone who has many more years to work and have many more financial goals to achieve, however there are surely few parameters you will find relevant for yourself.
There is no limit to for changing your datasheet. However note that your will be able to see your analysis only till your membership is active.
No you cannot, because if its allowed then you will fit the assumptions as per your wish and it will wont measure the actual health of your financial life. It’s like a student setting his or her own paper in the exam.
You will be able to see each parameter once you create your free account with us. However it will touch almost all the aspects of your financial life.
Sorry, you can only watch it online.
Once you take required actions, you can upgrade your datasheet. On doing so you will see that your score will start improving. Finscore is a measurable system and you will be able to measure your success.
That’s the wrong way of looking at it. Finscore is for analysis the financial data of a person. So you have to choose if you want just your personal financial data or the family financial data under your name.
There is no limit on that however we suggest you do not keep more than 5-6 long term goals.
The Finscore tool does not differentiate between NRI or resident, so you can surely use it.
Calls will happen using Whatsapp, skype or call from your end. We do not make calls to overseas clients. We will send our skype id and other details so that call be scheduled using internet
All the data entered is in INR . You need to convert the numbers and put it in INR
The minimum you need to put in is your financial goals data , income and expenses. If you don’t have any wealth as of now, That’s ok .
Please check our pricing page for the exact clarity about fees. You can start for free, open your account and get partial access of the tool. We basically want to create community of action takers and want maximum investors to experience the tool.
Yes, you can connect with our team and they will help you in taking all the relevant actions as suggested by the finscore tool. However the tool is simple enough to list down all the actions in a easy language.
This is the next level of financial planning. Over last 8 yrs, after working with more than 500+ investors one on one, we have developed this tool which takes care of all your financial planning needs and works in a more powerful way.
Yes, you get full support for starting your investments in mutual funds. We help you from start till end starting from your KYC to your documents. We also offer you an online portal where you can buy/sell your mutual funds on your own. You also get a FREE portfolio tracker to check your investments. We also have Android and IOS app which helps you to track your investments in mutual funds.
It’s a purely online model. Our offices are based in Ahmedabad and Pune. You can come to our office if you wish to discuss anything within the scope of your Finscore service. As and when we do investor meet in your city you will get a chance to meet our team in person.
Yes, we will upload all the videos in the resource section
No, you can't download it at the moment. Why download you have the access to them online and so you can check the same any time you want.
You can do it on the portal itself. At the end you will be able to see your action check-list, till you do not update your datasheet with your actions, the actions will remain in action check-list
Yes, please contact us at firstname.lastname@example.org
No, its not mandatory
Yes once you sign-up you can have a free demo. The access will be limited but you will get exact idea of what is Finscore, how it works and how it looks like from inside. You will also get a chance to experience our advise.
If she wants to completely analyze her financial life then yes, but you have an option to put all the family financial details in your datasheet and check the analysis.
Yes, please email us at email@example.com
For partial access or for checking the score there is no fee. For full access of Finscore tool you can pay using net banking or credit card. As soon as you make the payment you get an email confirmation from our end. The payment gateway we use is secured and safe for making online payments.
No the fees is not refundable or transferrable.
If you can visit our Ahmedabad or Pune office you can pay by cash or else you will have to choose online payment system
Your access to the tool will be available for 1 year after you make the payment. If you do not renew then your membership will end.
You will get an email with a discount code for renewing your membership. The renewal fee will be 4k or less than 4k. The exact fee will be sent to subscribers via email.
No this facility is not available. You can either have full access to the tool or need to pay full membership fees
You need good internet speed for exploring Finscore and latest browser example chrome, Mozilla or internet explorer. The site is mobile and tablet friendly and so you can explore Finscore on your phone, tablet and PC
Your data gets saved automatically. If you make any changes in your datasheet you have to click on next button till the end. So that if there are more than 1 changes it gets saved into the system.
We have a dedicated server with live data backups.
Also we have SSL certificate on our website which makes sure that your data is secured and one cant hack your data.
Your data is 100% secured and will be used only to serve you and help you in taking your financial life to the next level.
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