Your goals, planned. Your wealth, owned.
Every goal needs a plan. We build yours.
Protect your family. Secure your future.
What FINTRIC Does
We help you make confident decisions with a plan that fits your life, not a product shelf.
Personalized planning
A dedicated advisor builds a roadmap around your goals, income and stage of life.
Independent advice
Recommendations come from your needs alone, focused on the best long-term options.
End-to-end solutions
From mutual funds and equity to insurance and estate planning, under one roof.
Ongoing ownership
We monitor and adjust your strategy as your goals and the markets change.
Experience you can rely on
Nine years of advising individuals, families and businesses, guided by one idea: your plan comes first.
OUR CORE FINANCIAL SERVICES
Financial planning
A goal-based roadmap from first rupee to legacy.
Equity broking
Informed access to the stock market with expert support.
Mutual funds
Disciplined SIP planning and considered fund selection.
Insurance
Holistic protection for your family, income and assets.
Tax saving investments
ELSS, NPS and other options chosen to cut your tax and grow your savings.
Portfolio management service
Customised portfolios for high-net-worth investors.
Fixed income and bonds
Stable, predictable returns through carefully selected debt instruments.
AIF and PE funds
Alternative investment opportunities for qualified investors.
Retirement planning
Build a corpus today so your income continues after work stops.
OUR PARTNERS
Frequently Asked Questions
Who can benefit from FINTRIC’s services?+
FINTRIC helps individuals, families, and business owners plan their finances, work towards their goals, and build wealth with personalized financial guidance.
Can I get a one-time financial plan or ongoing support?+
You can start with a financial plan and continue with regular reviews and guidance based on your needs and the services you choose.
How do you recommend the right financial solutions for me?+
We consider your financial goals, investment timeline, and comfort with risk before recommending suitable financial solutions.
How often will you review my investments?+
We generally review investments every three to six months, or sooner if significant changes in your life or financial goals require a review.
Can FINTRIC help me with insurance claims?+
Yes. We help you understand the claim process, required documents, and next steps, subject to the insurer’s procedures and our service arrangements.
What are the charges for FINTRIC’s services?+
Our charges depend on the services you choose. We explain the applicable fees and charges before you proceed.
How can I get started with FINTRIC?+
Contact our team to discuss your financial goals and requirements. We’ll help you understand the relevant services and guide you through the next steps.
Ready to Plan Your Financial Future?
Connect with FINTRIC to discuss your financial goals.
Book a Free ConsultationAbout us
Financial planning built around people, not products
At FINTRIC Financial Consultants, we believe money decisions are really life decisions. Whether you’re planning for your child’s education, a comfortable retirement, business growth or a lasting family legacy, the right financial plan starts with understanding your goals.
We work with 700+ individuals, 100+ high-net-worth families and 50+ corporate clients. From mutual funds and equity to insurance, fixed income, tax planning and portfolio management, our approach remains simple: understand your needs, build a plan around your goals, and guide you as your life and the markets evolve.
To help every client make confident financial decisions and build lasting wealth, with advice that is clear, honest and made for the long term.
OUR VALUES
Our values guide every conversation, every recommendation, and every step of your financial journey.
Client First
Your goals, priorities, and comfort with risk come first. Every recommendation is designed around your financial needs.
Integrity
We believe in honest communication, responsible guidance, and doing what is right for our clients.
Transparency
We explain financial solutions, risks, and applicable costs clearly, so you can make informed decisions with confidence.
Thoughtful Guidance
We focus on finding suitable financial solutions that align with your goals, needs, and long-term interests.
Long-Term Discipline
We believe in disciplined investing, thoughtful diversification, and regular reviews rather than chasing short-term market trends.
Lasting Relationships
We build relationships on trust and remain committed to supporting your financial journey through every stage of life.
From the Founder
At FINTRIC Financial Consultants, we believe wealth management goes beyond investments. It is about making informed financial decisions, achieving life goals, and building long-term financial security.
Established in 2017 by Mr. Roshan Sonkar, Founder & Director, FINTRIC was built on a vision to provide personalized financial planning and wealth management solutions tailored to each client’s needs. With over 18 years of experience in the financial services industry, including nine years with Standard Chartered Securities Ltd., Roshan brings valuable industry knowledge and a disciplined approach to wealth creation.
We believe successful wealth management requires more than selecting investments. It demands thoughtful planning, disciplined investing, informed decisions, and a long-term perspective. Our approach is built on understanding each client’s financial goals, aspirations, and priorities.
At the heart of FINTRIC lies a simple philosophy: trust, transparency, and lasting relationships. We strive to help our clients navigate their financial journeys with clarity and confidence, supporting them as they work towards their goals and build a legacy for future generations.
Thank you for placing your trust in FINTRIC. We look forward to being a part of your financial journey.
Services
OUR CORE FINANCIAL SERVICES
Financial planning
A goal-based roadmap from first rupee to legacy.
Equity broking
Informed access to the stock market with expert support.
Mutual funds
Disciplined SIP planning and considered fund selection.
Insurance
Holistic protection for your family, income and assets.
Tax saving investments
ELSS, NPS and other options chosen to cut your tax and grow your savings.
Portfolio management service
Customised portfolios for high-net-worth investors.
Fixed income and bonds
Stable, predictable returns through carefully selected debt instruments.
AIF and PE funds
Alternative investment opportunities for qualified investors.
Retirement planning
Build a corpus today so your income continues after work stops.
Contact us
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