About Us – Fincare Services

About Us

Our Values

Integrity

Integrity

We uphold our reputation for integrity in the marketplace. We do the right thing each time we face a tough decision.

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Independence

Independence

Our advisors are always unbiased and independent. The ultimate aim is to help you achieve your financial goals in life.

Performance

Performance

We focus on your goals while suggesting long term investment options and continuously monitor the performance.

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Excellence

Excellence

Our clients have come to expect and appreciate the quality, attentiveness and professionalism of our services.

Our Founders

Pradeep Lakhani

Founder

Pradeep Lakhani is a Registered Financial Consultant at International Association of Registered Financial Consultants (IARFC). Apart from developing Financial Plans and giving consultancy services and guiding clients to meet their Financial Goals, he also specializes in research, analysis & technological areas of various financial products and services.

He has achieved the various awards and recognition such as Best Performer of the Year by various Fund Houses such as UTI and others.

Romil Lakhani

Director – Insurance

Romil Lakhani, CFP, has experience of research in a Broking Firm and personal Financing and other financial services industry. He has cleared several NCFM modules & is also AMFI Certified.

He is leading the insurance practice for the Company advising more than 100 families and 50 corporates on their life and general insurances. His speciality includes getting the best quote by working diligently on discounts for clients. He is also an expert in resolving the claim disputes between the clients and the insurance company. He has claim settlement success ratio of 99%.

Tejas Lakhani

Director – Wealth Management

Tejas Lakhani is a qualified Chartered Accountant, leading wealth management at the Company. His forte is formulating economy and macro view and translating into actionable strategy for the clients for their portfolio investment management. Prior to being with us, he was part of Finance team at ACC Limited (LafargeHolcim Group) for transfer pricing. He has also worked with PwC consulting various multi-nationals in their businesses and international taxation.

He brings discipline and eye for detail into our research. He has been researching on Indian and world economy for the past several years and has contributed to various print media and digital media.

Pradeep Lakhani

Founder

Pradeep Lakhani is a Registered Financial Consultant at International Association of Registered Financial Consultants (IARFC). Apart from developing Financial Plans and giving consultancy services and guiding clients to meet their Financial Goals, he also specializes in research, analysis & technological areas of various financial products and services. He has achieved the various awards and recognition such as Best Performer of the Year by various Fund Houses such as UTI and others.