Who We Are
At FINNICS Financial Planners, our mission is to provide our clients with the best solutions in wealth creation and wealth protection. We are driven to provide clients with simple, unbiased and uncluttered professional advice that adds value to their quality of life and results in actionable solutions.
At FINNICS Financial Planners, we offer our services through personal counsel with each of our clients after understanding their wealth management needs. Our approach is to enable our clients to understand their investments, have knowledge of investment & insurance products and that they make proper progress towards achieving their financial goals in life.
Our Skill
If you are looking for the right financial product, you are at the right place. Starting from mutual funds to insurance and from real estate to other financial products, we have them all. You can select your financial investment products as per your requirements.
Our Services
We understand that merely having a rich product basket is not enough for our valued clients. What clients really need is a holistic platform for an entire family (or an organisation) to record, report & manage a comprehensive portfolio of holdings into multiple financial products. We are proud to offer the following highly acclaimed services to our clients.
Client Desk
The Client Desk is a premium offering for our clients which consolidates entire wealth
E-Wealth A/c Service
As a client of our NJ E-Wealth A/c service you can enjoy some big, tangible benefits...
NJ Recommended MF Portfolio
Every investor aims to maximise returns while minimising risk.
Our Team
Mr.Yogesh B Narwekar
Yogesh is the founder of FINNICS Financial Services. He formed the MF distribution practice in the year 2015 and subsequently extended it to offer life & health insurance and other allied financial services. He specializes in goal based financial planning and is a firm believer that you can achieve any financial goal of your life if you plan it well. Yogesh is an AMFI registered mutual fund distributor. He has also acquired CFP and QPFP certifications in the year 2016 & 2020 respectively.
Rahul Sirsat
Wealth Relationship Professional
Rahul Sirsat is an MBA (Finance) with over 9 years of experience in financial services and retail banking. He has previously worked with Bank of Baroda and NJ Group, gaining strong exposure to mutual funds, insurance Offerings, portfolio structuring, and client relationship. His disciplined, need based Guidance approach focuses on asset allocation, risk profiling, and long-term wealth Building. At FINNICS Financial Services, Rahul works closely with families to design simple, structured, and growth-oriented investment strategies aligned with their financial commitments.
Mr. Pranav Gaonkar
Pranav has joined us with dynamic and diverse experience in finance, market research, and strategic planning. With academic credentials including an MSc in Finance from Loughborough University (UK) and a BCom from Mumbai University, Pranav has cultivated a strong foundation in financial markets, global investment, and portfolio management. He has previously worked with Lloyds Register Maritime and Fortress Infracon Ltd, where he contributed to operational efficiency, CSR project analysis, and business strategy alignment. His exposure to international corporate environments like Nestlé Nespresso UK, combined with his leadership roles during his academic journey, reflects him as a well-rounded, client-focused, and analytical professional. Pranav brings a fresh perspective, adaptability, and a results-driven approach to every engagement.
Mr. Aniket Nipane
Aniket has joined us with hands-on experience in operational coordination and administrative support. Having completed his 12th (HSC) in Commerce, Aniket began his career at Arihant Digi Print, where he served as a Dispatch Manager for four years. Currently working as a Back Office Executive, Aniket brings with him strong organizational skills, attention to detail, and a commitment to operational excellence. His practical experience and process-oriented mindset makes him a dependable addition to our team.
Sakshi Popalkar
Sakshi Popalkar holds a B.Com degree and plays a key role in managing Back Office Operations and Client Coordination at FINNICS Financial Services.Known for her speed and efficiency, Sakshi handles operational responsibilities with precision and discipline. She is keen to learn, continuously upgrading her knowledge of financial products and compliance processes to enhance service quality.
