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Build Long-Term Wealth with Curated Mutual Funds

Access scientific asset allocation across top-performing Equity, Debt, and Hybrid mutual funds partnered with NJ Wealth, Angel One, and Motilal Oswal with institutional performance analytics and zero lock-in headaches.

40+ AMCs Top Fund Houses Benchmarked
100% Unbiased Rolling Returns & Sharpe Filter
Tax-Smart Long-Term Capital Gains Efficiency
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Mutual Funds
40+ Fund Houses Tracked NJ Wealth & Motilal AMCs Access
Strategic Fund Allocation, Not Random Stock Picking

Institutional Fund Filter

Quartile ranking across economic cycles

Why Finora Advisory

Strategic Fund Allocation, Not Random Stock Picking

Investing in mutual funds without a structured asset allocation strategy often leads to portfolio overlap and unintended risk. Finora eliminates the guesswork with rigorous multi-parameter fund screening.

Rolling Returns Analysis

We analyze consistency over 3, 5, and 10-year rolling timeframes rather than short-term trailing spikes.

Downside Capture Ratio

We prioritize funds that protect capital during broad market corrections and volatility shocks.

Zero Stock Overlap

Ensure your large, mid, and multi-cap funds do not mirror the same concentrated stocks.

Automated Portfolio Rebalancing

Periodic shifts between equity and debt buckets to protect earned gains as goals approach.

Portfolio & Strategies

Tailored Solutions Under Mutual Funds

Explore curated investment options structured for capital preservation, disciplined monthly accumulation, and long-term milestone goals.

Equity Mutual Funds
High Growth

Equity Mutual Funds

Large Cap, Flexi Cap, and Mid Cap funds engineered to beat inflation and compound capital across 5+ year horizons.

  • Inflation-beating compounding
  • Sector & thematic diversification
  • Ideal for milestones 5+ years away
12% - 15% Historic CAGR Avenues Invest Now
Debt & Liquid Funds
Capital Safety

Debt & Liquid Funds

Low-volatility corporate bond and liquid funds designed for emergency buffers, parking idle liquidity, and steady yields.

  • Higher flexibility than fixed deposits
  • Zero equity market volatility
  • T+1 business day instant redemptions
Instant Liquidity & Safety Invest Now
Hybrid & Balanced Advantage
Dynamic Asset Allocation

Hybrid & Balanced Advantage

Dynamically shifts equity exposure between 30% and 80% based on valuation metrics (P/E & P/B) to buffer volatility.

  • Automatic profit taking in bull runs
  • Automatic dip buying in market crashes
  • Equity taxation benefits
Optimal Risk-Adjusted Returns Invest Now
Seamless Workflow

How We Deliver Results

A structured progression from risk profiling to fund selection, automated execution, and lifetime rebalancing.

Step 01

Risk & Time Horizon Profiling

Determine your liquidity requirements, emergency buffers, and investment horizon.

Risk Profiling
Step 02

Asset Allocation Modeling

Distribute capital across Large, Flexi, Mid Cap, and Debt categories scientifically.

Asset Allocation
Step 03

One-Click Paperless Setup

Execute seamless digital mandate onboarding through NJ Wealth and leading AMCs.

Digital Setup
Step 04

Quarterly Review & Rebalancing

Continuous monitoring with alerts for fund underperformance and milestone shifts.

Continuous Monitoring
Documentation Verification
100% Paperless KYC Instant Activation

Need Wealth Guidance?

Our certified wealth specialists assess your portfolio.

Audit Portfolio
Onboarding Checklist

Required Documentation

Paperless Digital e-KYC
  • PAN Card copy (Mandatory for mutual fund investments)
  • Aadhaar Card (Linked with active mobile for e-KYC OTP)
  • Cancelled Cheque / Bank Statement with IFSC code
  • Email Address & Mobile Number for AMC notifications
  • Nominee Details (Name, Relationship, DOB)
  • FATCA Declaration & Residential status verification
Mutual Fund & Stock investments are subject to market risks. Read all scheme related documents carefully.
Got Questions?

Frequently Asked Questions

You can begin systematic investing (SIP) with as little as ₹500 or ₹1,000 per month. For lump-sum investments, most fund schemes permit initial investments starting from ₹5,000.
We evaluate funds across multiple quantitative and qualitative metrics: rolling return consistency over 3-5-10 years, downside capture ratio, portfolio concentration risk, fund manager tenure, and expense ratios. We do not push single-brand products.
Open-ended mutual funds provide complete liquidity. You can redeem units on any business day, and the proceeds are credited directly into your verified bank account within 1 to 2 working days (T+1 or T+2). Only ELSS tax-saving funds carry a mandatory 3-year lock-in.
For Equity Mutual Funds held over 12 months, Long-Term Capital Gains (LTCG) above ₹1.25 Lakh per financial year are taxed at 12.5%. Short-term equity gains (<12 months) are taxed at 20%. Debt mutual funds are taxed at your applicable individual income tax slab rates.
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