SEBI REGISTERED
INVESTMENT ADVISORS
Modern Wealth. Indian Roots. Global Vision.
OUR
EXPERTISE
INVESTMENT PLANNING
Our services include portfolio review and rebalancing, tax-efficient strategies. Important financial goals like education, marriage, and home purchase, and emergency fund and liquidity planning for overall financial stability.
RETIREMENT PLANNING
We offer retirement planning with long-term next growth investment strategies, pension and annuity advisory, NPS guidance, tax-efficient withdrawals, and inflation-protected income planning for secure and stable retirement
ESTATE PLANNING
We offer tax-efficient customized wills, succession strategies, trust structures, inheritance tax related mitigation, asset consolidation, and legal compliance to preserve legacies, reduce disputes, and ensure smooth and efficient multi-generational wealth transfer.
PORTFOLIO CHECKUP
In-depth risk assessments, asset allocation analysis, and tracking to ensure your investments align with your goals. Our expert advice will help you optimize returns while minimizing risk.
INSURANCE PLANNING
We offer in pro insurance planning through tailored solutions such as ULIPs, risk assessment, goal-linked long term protection, and tax-efficient underlying strategies—ensuring financial security.
TAX OPTIMIZATION
We offer tax-optimized investments with goal-based tax pro strategies, capital gains planning, tax-saving instruments, portfolio rebalancing, and efficient long-term real wealth accumulation.
ADVISORY FEES
Flat 2% advisory Fees on Assets under Advice (AUA) upon onboarding as a client.
"No Salespeople, only advisors"
Book an Appointment
Book a personalized consultation
Our expert advisors are here to guide you every step of the way
OUR VISION
At Fincliff Capital, our vision is to become India’s most trusted and respected investment advisory firm—where individuals, families, and institutions turn for clarity, confidence, and long-term wealth creation. With a deep commitment to fiduciary duty and personalized service, we aspire to simplify complexity and empower our clients to make informed, purpose-driven choices at every stage of their financial journey.
We envision a future where legacy, growth, and security go hand in hand—enabled by prudent capital allocation, compliant reporting, and forward-looking estate and succession planning. As stewards of wealth, we uphold the highest standards of transparency, integrity, and innovation, positioning Fincliff Capital as a benchmark for excellence in the evolving landscape of Indian and global investment advisory services.
SAGAR PUJARI
CA, IA(SEBI), WMFP(ICAI), FEMA(ICAI), BCOM(H)
ABOUT CEO
Sagar Pujari, a Chartered Accountant, SEBI registered investment advisor and founder of Fincliff Capital, is dedicated to provide advisory services to individuals, professional investors, and different corporate sectors.
After completing his B.Com (Hons.) degree from the University of Delhi, and obtaining Accounting Technician certificate from ICAI, he qualified as a Chartered Accountant from the Institute of Chartered Accountants of India (ICAI). He further expanded his expertise by obtaining professional certification in Wealth Management & Financial Planning and Foreign Exchange Management Act from ICAI and SEBI Investment Advisor certification from National Institute of Securities Markets.
He began his financial journey at the age of 17. Inspired by Warren Buffett, Sagar believes that the right financials holds the potential for anyone to create wealth and have financial independence.
Driven by a passion for financial advisory, his mission at Fincliff Capital is to simplify investing and personal finance, advising individuals and corporates manage their money and grow their wealth through accessible advisory.
CONTACT US
REGISTERED OFFICE
B 127 B BLOCK SECTOR 19 NOIDA
Email: connect@fincliff.com
Tel: +9540250101
FINCLIFF CAPITAL is a Investment Advisory firm with SEBI Registration no. INA000020989.
Investments in the securities market are subject to market risks and investors should read all the related documents carefully before investing. Terms and conditions of the website are applicable.
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