Last updated: 1 May 2026
Vision
To distribute investment products with the investor's interest above all else, disclosing every commission we earn upfront, and to make every recommendation transparent, auditable, and aligned with the investor's long-term goals.
Mission
- Recommend products based on the investor's risk profile, time horizon, and goals.
- Maintain clear disclosure of commission earned, conflicts of interest, and the limits of what a distributor can offer.
- Use due diligence on every product before recommending it.
- Respect investor confidentiality and protect personal data.
Services we provide
- Curated product selection and goal-based portfolio construction.
- Distribution across mutual funds, equity, debt, unlisted, REITs, gold, and insurance.
- Periodic portfolio review and rebalancing suggestions.
- Tax-efficient withdrawal planning.
Rights of the investor
- The right to be treated fairly and with respect.
- The right to receive assistance in your language of choice (English or Hindi).
- The right to know Finvoq's AMFI registration and the credentials of your relationship manager.
- The right to a written record before any transaction is executed.
- The right to know exactly what commission we earn, and from whom.
- The right to be informed of any conflict of interest, before the recommendation.
- The right to confidentiality of your financial and personal data.
- The right to seek redressal through Finvoq's grievance process and SEBI SCORES.
Investor responsibilities
- Provide complete and accurate information at onboarding.
- Inform us promptly of any change in your financial situation, goals, or contact details.
- Read and understand all offer documents before investing.
- Understand that all investments carry risk, including loss of principal.
- Maintain a written record of all recommendations received and instructions given.
Service standards
| Activity | Timeline |
|---|---|
| Onboarding (post KYC) | 1 business day |
| Investment plan delivery | 3 business days |
| Portfolio review | Quarterly |
| Grievance acknowledgement | 1 business day |
| Grievance resolution | 15 business days |
Do's & don'ts
Do's
- Verify Finvoq's AMFI registration before engaging.
- Ask for a written record of the commission on any product before you invest.
- Keep records of every recommendation.
- Review your portfolio at least annually.
Don'ts
- Don't act on tips or recommendations from unregistered persons.
- Don't share your demat or login credentials with anyone, including us.
- Don't invest in products you don't understand.
- Don't chase past returns at the expense of your risk profile.