Fin
Master the art of strategic spending while building wealth through targeted earning opportunities for lifelong financial freedom.
One-Stop Solution
for Lifelong
Financial Care
At FinCareForLife (FCL), we are committed to walking alongside individuals and families throughout their entire financial journey. From the initial assessment to roadmap creation, corpus building, risk protection, and eventually wealth transfer, we provide continuous support at every life stage.
Our Mission
To help our clients live a balanced, fun, fulfilling life today while securing a happy and stress-free financial future.
We Help You
Create personalized financial roadmaps tailored to your unique goals
Use your current earnings to plan for early and joyful retirement
Make informed, rational financial decisions—free from emotional bias
Stay aligned with your evolving life goals through proactive tracking and guidance
Why FinCareForLife?
Your trusted hand-holding partner throughout your financial journey. We're committed to supporting you through every stage of life with personalized, goal-based financial assessment.
Early & Happy Retirement
A roadmap to a joyful retirement using your current income and resources—no need to wait for 'someday.'
Life Goal Mapping
We help align the right financial instruments with your unique life goals.
Lifestyle–Future Balance
Enjoy your present while securing your future—it's not one or the other.
7+ Years of Experience
Backed by hands-on financial assessment experience across diverse life stages.
Tailored Roadmaps
From first paychecks to post-retirement, we've created customized financial journeys for clients at every stage.
80+ Satisfied Clients
Join a growing family already on their path to financial well-being.
Lifelong Partnership
Trustworthy and knowledgeable support—for life, not just a transaction.
Wholesome Financial Services
Comprehensive solutions to support your financial well-being at every life stage.
FinAssess – Financial Goal Roadmap
Map your short-term and long-term goals with clarity and confidence.
FinAssess [FA] - Turning Complex Financial Journeys into Clear, Goal-Based Roadmaps. We analyze your current financial position, understand your aspirations, and create a personalized roadmap that bridges the gap between where you are and where you want to be.
FinCreation – Corpus Building
Strategically grow your corpus with tailored investment instruments as per FinAssess.
Equity Mutual Funds - Your Smart Gateway to Market-Linked Growth. Mutual Funds offer the best of both worlds—professional stock selection without the stress of daily market decisions. Invest with Purpose, Not Just Hype.
FinSecure – Safeguarding the Corpus
Protect your wealth against life's uncertainties and unforeseen risks.
FinSecure - While you build your dreams with FinAssess, FinSecure ensures that your plans stay intact through life's uncertainties. Creating a strong financial corpus is only half the journey—protecting it is equally important.
FinTrack – Monitoring Financial Journey
Track your corpus-building journey with regular reviews and expert suggestions to stay on course.
FinTrack - Your Financial GPS. Regular portfolio reviews, performance tracking, and course corrections ensure you stay aligned with your goals. We monitor market changes and adjust strategies to keep you on the path to financial success.
Rational Decision-Making Support
Make informed, objective financial decisions throughout your life journey.
FinDecide - It's about what you do with your earnings. Two individuals can earn the same over their lifetime—yet one may retire early and wealthy, while the other struggles. FinDecide ensures your decisions turn income into wealth.
Loan Against Securities
Access funds at competitive interest rates—instantly—without disrupting earnings on your investments.
Instant Liquidity Without Breaking Your Investments. Loans without paperwork, competitive rates, direct to your bank account; against your securities investments. A smart way to raise funds without compromising your financial plan.
Earning Targets
Let your dreams shape your earnings, not the other way around.
FinTargets - Your dreams should determine your income targets. 'A Target to Earn = A Reason to Rise'. More than a calculation tool—it's a mindset shift. Clarity fuels action. Action fuels change.
Freedom Planning
Achieve financial freedom—live life on your terms, not under compulsion.
Freedom Planning - Design a life where work becomes optional, not obligatory. We help you calculate your freedom number and create a strategic plan to achieve financial independence, giving you the power to choose how you spend your time.
Legacy & Wealth Transfer
Plan seamless, tax-efficient wealth transfer to secure your family's future.
Legacy Planning - Ensure your life's work benefits generations to come. Strategic wealth transfer planning, estate optimization, and succession planning to preserve and pass on your financial legacy efficiently and effectively.
Your Journey With Us
We walk with you every step of the way, turning your financial dreams into achievable milestones.
Consultation & Exchange of Information
We start by understanding your current financial situation and future aspirations
Financial Assessment – FinAssess
Comprehensive analysis of your financial health and goal feasibility
Customized Roadmap
Personalized strategy tailored to your unique goals and circumstances
Smart Execution of FinAssess
Implementation of your financial plan with precision and expertise
Tracking & Calibration – FinTrack
Regular monitoring and adjustments to keep you on track
Goal Achievement & Legacy Planning
Celebrating milestones and planning for wealth transfer
Ready to Start Your Journey?
Take the first step towards financial freedom and peace of mind
Meet the Co-Founders
The visionaries behind FinCareForLife
Shriya Kavishwar
Co-Founder | AMFI-Registered Mutual Fund Distributor
While pursuing Chartered Accountancy, I developed a deep interest in mutual funds and personal finance. However, I noticed that reliable information, practical tools, and accessible strategies were scattered and difficult to navigate.
When Sanjeev Sir, my mentor, first client, and now co-founder, approached me with a question—"Can I retire early?"—it sparked something bigger. That one question led to a mission: to build a one-stop solution that empowers people to make informed and calculated financial decisions.
Whether it's about assessing early retirement, buying a car on loan, timing your dream home purchase, funding your children's education and weddings, or managing expenses post-retirement, FinCareForLife was born to guide people through all of life's major financial decisions.
"A 60-year-old may know what they should or shouldn't have done, but it's of no use then. If a 25-year-old understands what to do, they have 35 great years ahead."
- Guru Shri Datta Kaka
That philosophy is core to our approach—start early, invest wisely, and let time and compounding do the magic. With patience and approach, you can achieve your life goals and enjoy a peaceful, fulfilling retirement.
Sanjeev Joshi
Co-Founder | Retired COO, Telecom Sector
In 2018, at the peak of my career as a Chief Operating Officer in the telecom sector industry, I found myself at a personal crossroads. I wanted to take early retirement, but I wasn't sure if it was financially wise.
I asked Ms Shriya to create a calculation-based assessment that could evaluate whether my financial resources could support both my retirement and my current lifestyle. That tool became FinAssess.
The clarity and confidence FinAssess provided helped me leap into early retirement successfully and stress-free. I trusted the assessment then, and I trust it even more today. That success inspired me to co-found FinCareForLife with Shriya, with a mission to help others achieve the same financial clarity and independence.
What started as a personal decision-support tool became something far greater. FinAssess showed me, with simplicity and precision, that I was financially ready. I didn't just hope anymore—I knew.
This experience transformed my view about financial assessment. It's not just about numbers—it's about peace of mind. That's why I co-founded FinCareForLife with Ms. Shriya. I believe financial freedom shouldn't be a privilege reserved for a few—it should be the result of a well-executed roadmap.
I joined not for business, but for a noble cause—to guide more individuals toward financial freedom and a life of dignity and peace.
Our Noble Cause
With the right guidance, tools, and support, everyone deserves to live a financially secure, stress-free, and happy life.
Join 80+ Clients
Already on Their Journey
Hear from our delighted clients who have transformed their financial futures
"I have become free after handing over my entire finances to FinCareForLife in 2020. Thanks to them for making me wealthier every year and providing me mental peace & freedom from handling finances."
Mr. Sachin Deshmukh
Executive Director, Automobile Industry
Beneficial Partnership with NJ Wealth
Powerful Industry Engine
Partnering with a powerful engine in the industry empowers us to serve our clients successfully and with peace of mind.
By collaborating with NJ Wealth, one of India's leading mutual fund distributors, we gain access to their vast experience and expert team.
Leading Mutual Fund Distributor
Industry Expertise
Access to vast experience and expert team for swift, comprehensive solutions
Strong Relationships
Established connections with fund managers and Asset Management Companies
Curated Portfolios
Dedicated research team creates tailored mutual fund portfolios
Efficient Claims
Dedicated team ensures fair and efficient handling of genuine claims
Get in Touch
Ready to start your financial journey? We're here to help you every step of the way.
Email Us
info@fincareforlife.comCall Us
+91 88396 92001Visit Us
Bicholi Mardana
Indore (MP), India