At Finlakshya our core aim is to serve our clients with dedication and integrity, meet their expectations and build enduring relationships. We take the opportunity to introduce ourselves as professionals with a single vision and mission statement – “To serve our clients by putting sincere efforts with honesty and integrity – Clients’ Interest First.We do not consider our success by merely encouraging the discipline of investments to our clients, but we also accord high importance and take necessary steps to ensure that our clients steer away from common mistakes of simple investing viz. getting out of the market at the wrong time during pullbacks and waiting too long before getting back in. To us, disciplined investment behavior is the key to financial success.
We are a Mutual Fund Distribution firm founded in 2009, we provide a wide range of products which includes Mutual funds, Fixed deposit, and bonds.
We have a team of highly educated employees which include MBAs to provide excellent services to clients.
Our Team
Sapan Rawlani is the founder & financial consultant of the Finlakshya, with over 10 years of experience and expertise in financial markets. He is a hard core workaholic & ensure 100 % execution of tasks assigned. Prior to his entrepreneurial, Sapan Rawlani has had corporate stints with religare securities ltd. He holds Commerce Graduate and Diploma in Financial Management degree from nagpur university. His interest include yoga.
