Let’s Talk Money
At Funds and Finance, we ditch the jargon. Think of us as your money buddy, here to help you navigate investments, savings, retirement, or whatever financial goal is keeping you up at night.
Conversational-first
Real talk, not financial gibberish
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Inclusive
focus
Whether you have ₹10k or ₹1 crore, we're here, for what matters to you.
Tech-friendly + human touch
Use calculators and quizzes and one-on-one chats.
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Financial Literacy First
Empowering you with knowledge.
We break down complex topics so you’re not just following advice — you understand it
How We Help You
“No one size fits all here. You tell us what’s on your mind, retirement? SIPs? Tax-efficient planning? and we build a plan that fits you
We start with a quick chat, no forms, just real talk. Then we map your goals and craft a step-by-step plan.
Personalized Financial Blueprint
Worried about the post WHY? We show you how much to save, where to park it, and how to keep your lifestyle intact.
Retirement Prep
Big trip? Kid’s education? First home? We turn those dreams into actionable monthly targets.
Goal Based Planning
Want investments aligned to your values? We find funds, SIP options, even ESG themes if that’s your vibe.
Investment & Wealth Growth
Life throws curveballs. We ensure you're covered—insurance, contingency funds, and a plan that holds steady when things don’t go to plan.
Risk Protection & Emergency Planning
SERVICES
What Makes Us Stand Out
01
Transparent structure
In the U.S., financial advisors charge a flat fee. But in India, the space is still growing, and here’s how it works: when we recommend an investment, we get a commission from the asset management company, not from you.
You don’t pay us directly. In fact, we’re not allowed to take fees directly from clients. It's regulated strictly to protect your money and ensure no misuse by any advisor. So your trust stays intact and so does your capital.
02
Tech +
Human
You get the best of both. A secure online portal to track everything, and monthly calls with a real person who gets what you're going through.
03
Local insight, Global thinking
We’re rooted in Chennai, but our advice meets high standards. Our team is NISM-certified (National Institute of Securities Market) a nationally regulated, globally respected authority in the field.
04
We care
about you
Whether it’s your child’s education or your parent’s retirement, if it matters to you, it matters to us. We offer values-aligned investment options because we believe planning should feel personal.
