Our Mission is to use technology
to democratise investments and
create wealth for all

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About Finansys

Finansys was started by Sankalp, who has a background in both computer science and financial engineering. The company was initially focused on creating wealth for themselves while working full time, and over time, they have developed and improved their model to include dynamic risk management. The company has a strong foundation in both technology and finance, which may be helpful in achieving their goal of using technology to improve the financial well-being of others. It is also important to note that the company values learning and continuous improvement, as demonstrated by their efforts to improve their model and risk management over time.
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Strategies

As a leader in Momentum based Quant algorithms we offer various strategies
Based around our core expertise.
We offer a variety of tailor-made investments and strategies, personalized risk management, and personalized financial planning. We help build different portfolios, such as long-term growth, income, and balanced portfolios.

Personalized Portfolio

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Asset allocation

Asset allocation can help reduce risk in a portfolio, we can help create a well-diversified portfolio with appropriate asset allocation. Additionally, we offer advice on how to adjust and rebalance a portfolio to maintain an appropriate asset allocation.

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Financial Planning

We can discuss the different stages of life and the different financial planning objectives associated with each stage. We offer advice on how to develop a financial plan and the steps to take when implementing a financial plan.

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Advisory on Momentum investing

We offer portfolio advisory on momentum investing based Algo , quarterly rebalanced suitable for people who are at work and do not have time to do their own research.

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Small case

We offer model portfolio services for a subscription fee , in collaboration with Smallcase , kindly click on the link to start.

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Timely Rebalancing

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Testimonials

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– Jon

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– Peter

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– Rose

Frequently Asked Questions

Contact us
Who is the creator of Finansys invest?

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Do I need a demat & trading account for subscribing to Finansys?

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Do I need to open a separate Demat & trading account to subscribe to Finansys?

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Is there a lock-in period for these investments?

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How will Risk profiling help me ?

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