Products & Services
One Partner. Multiple Financial Needs.
Build your wealth. Protect what you build. Access capital when you need it. Finmac Partners looks at your financial requirements together, not as separate transactions.
Wealth Planning
A wealth-management mindset for everyday decisions, from your first investment to family, business and retirement goals.
For individuals and families who want an organised plan without needing to be an HNI.
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Mutual Funds
Invest with a purpose through mutual funds considered against your goals, risk profile and time horizon.
May suit investors seeking diversified, professionally managed investments across a range of goals.
Portfolio Management Services (PMS)
Explore professionally managed portfolio options, subject to eligibility, suitability and market risk.
May suit eligible investors who meet the provider’s minimum investment and can accept market-linked risk.
Personal Loans
Assistance in understanding and applying for unsecured personal credit for eligible salaried and self-employed applicants.
May be relevant for a defined personal need where repayments fit comfortably within monthly cash flow.
Home Loans
Support through home-loan comparison, documentation and coordination for purchase, construction or eligible balance-transfer needs.
For eligible home buyers who need structured long-term financing and understand the repayment commitment.
Loan Against Property (LAP)
Guidance for eligible property owners considering secured borrowing for personal or business requirements.
May suit eligible property owners with a clear funding need and reliable repayment capacity.
Business & Working Capital Loans
Credit assistance for self-employed professionals and businesses managing working capital, expansion or equipment needs.
For eligible businesses with a documented purpose, operating track record and capacity to service the facility.
Life & General Insurance
Explore life, health, motor, property and business insurance for the people and assets that matter to you.
For households and businesses reviewing how financial risks would be managed if an unexpected event occurs.
The same four steps, whichever need you explore
How engagement works
01
Understand your goals
We begin with a structured conversation about what you are planning for, by when, and what a good outcome would look like for your household.
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Assess preferences and risk
We map your income stability, existing commitments, liquidity needs and tolerance for fluctuation before any option is discussed.
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Build a coordinated plan
We connect suitable mutual fund or PMS options with borrowing and insurance needs, subject to eligibility and applicable requirements.
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Review progress periodically
Circumstances and markets change. Periodic reviews keep your plan aligned with your goals depending on market conditions.
Let's Talk About Your Financial Goals.
Whether you’re starting to invest, planning a home, growing a business or looking for insurance, tell us where you are today.
Mutual fund and PMS investments are subject to market risks, suitability and applicable requirements; past performance is not indicative of future results. Read all relevant documents carefully. Loans and insurance are subject to eligibility, underwriting and provider terms. Finmac Partners cannot guarantee approval, coverage or claim settlement.