About Finberg!

Established in the year 2020, FinBerg Pvt. Wealth is a Team of Competitive Professional offering Wealth Management Services. The Organisation is Head Quartered in Pune, Maharashtra.

The Team is well equipped with the latest technology and research to help our clients in making the best investment decisions. We have a wide variety of Investment products to help our clients in achieving their financial goals most comfortably. The adoption of the latest technology helps our clients in managing their portfolios efficiently.

Within a year we have catered to 50+ high net worth individuals (HNIs) and ultra-high net worth individuals (UHNIs) across India and abroad.
As an AMFI registered Mutual Fund Distributor and SEBI registered sub-brokers we aim towards building a trustworthy relationship with our clients and making their investment journey an effortless process.

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Wide range of investment products!

We at Finberg belive that every client has a different investment requirement based on his riskprofile and financial goals. To help clients build up a customized portfolio we have Plethora of investment products and services to help our clients in achieving their financial goals comfotably.

Mission

Being a wealth management company, our primary missions are:

1. To educate clients about the investments they make.

2. To always thrive to achieve zero complaints/queries.

3. To help our clients comfortably achieve all their financial goals.

Vision

We Believe in having transparency with our clients and with this our clear vision is to be one of the most trusted brands in the world of Wealth Management.

Our Organizational Values

Trust

We at FinBerg believe that when it comes to investing for your dreams, one seeks someone to put their extreme trust on. The first and foremost step we take while acquiring the client is to be building a relationship of trust with them.

Dedication

For us at FinBerg every client is equal. We believe in dedicating all our resources and energy to achieving extreme client satisfaction.

Transparency

The key to building a strong client-advisor relationship is maintaining transparency at every stage of financial planning. Transparency is of utmost importance for us because it gives clients confidence in us and the investments they make.

Our Valuable Partners

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