Three Decades of Trust & Excellence
From humble beginnings to Rs. 500+ crore in assets under management, discover how we built one of Mumbai's most trusted wealth outfit that have helped more than 1500+ families so far.
It Started with a Simple Vision
In the early 1990s, when mutual funds were still a new concept in India, our founder had a simple but powerful vision: "Every family deserves access to professional financial guidance, not just the wealthy."
Starting from a small office in Mumbai, he began helping families understand the power of systematic investing and long-term wealth creation. What set him apart wasn't just his financial expertise, but his genuine care for each family's unique dreams and challenges.
The philosophy was simple: Be a financial doctor, not a salesperson. Diagnose the problem, help with the right solution, and stay with the patient throughout their journey to financial health.
Our Founding Principle
"Financial planning should be accessible to every family, regardless of their current wealth. Everyone deserves a trusted advisor who puts their interests first."
Milestones That Built Trust
Every milestone represents families whose lives we've helped transform through sound financial planning
The Foundation Years
Started with a handful of clients, focusing on building wealth through mutual funds, securing their life through insurance. Built reputation through word-of-mouth and client referrals.
Growth & Expansion
Expanded services to include comprehensive financial planning, insurance, and tax optimization. Established strong relationships with leading AMCs and insurance companies.
Digital Transformation
Embraced technology while maintaining personal touch. Launched mobile apps for clients and expanded services to NRIs globally.
Next Generation Leadership
Romil and Tejas Lakhani took over operations, bringing fresh energy while maintaining our core values of trust and personalized service.
Carrying Forward the Legacy
Today, Fincare Services is led by the next generation, combining decades of experience with modern expertise
Romil Lakhani
Partner
Romil is a qualified certified financial planner and chief of business for Fincare Services. He ensures every family receives personalised attention and right help.
CA Tejas Lakhani
Partner
Tejas being a chartered accountant and after gaining experience at PwC and ACC Limited, he brings strategic vision and operational excellence to Fincare Services
What Drives Us Every Day
These values have guided us for 30+ years and continue to shape every interaction with our clients
Trust First
We believe trust is earned through transparency, honesty, and consistently putting our clients' interests before our own.
Long-term Relationships
We're not looking for transactions; we're building lifelong partnerships that span generations of families.
Personalized Care
Every family is unique. We take time to understand your specific needs, goals, and dreams before recommending solutions.
Stories That Inspire Us
Real families, real transformations - these stories motivate us to continue our mission
"Started with just ₹2,000 per month SIP 15 years ago. Today, my children's education is fully funded, and I'm on track for a comfortable retirement. Fincare guided my family's future."
"As an NRI in the US, managing Indian investments was confusing until I found Fincare. They simplified everything, handled the paperwork, and my portfolio has grown consistently for 8 years now."
Ready to Become Part of Our Story?
Join 1500+ families who trust us with their financial future. Let's write your success story together.