Notice: Dear Customer, In lieu of existing market conditions, we have suspended adding new subscribers to any service related to stocks. This is to protect you from buying overvalued stocks. To get notified when we resume the service and for more details, please send an e-mail to

Do you wish to make your future safe through intelligent financial planning?

Are you looking for unbiased and in-depth advise to secure your families future?

Do wish to get our expert opinion about your existing investments & insurance?

Do you want a simple & seamless investment solution that helps you create wealth?

Why should you Subscribe?

Wish to buy your dream house? 

Saving for children’s education?

Worried about your Retirement Corpus?

Current investments not good enough? 

If any of these questions trouble you, MasterPlan is just the right solution.

Masterplan gives you an expertly created & customized financial plan that suits your current and future financial requirements. Its a 3 in 1 solution that gives you unbiased, commission free advise on Mutual funds, insurance and your existing investments. We have always believed that Finology stands for “Good for you Advise” and therefore, we don’t recommend any instruments, mutual funds, insurance etc out of prospective commission. We create a plan thats best for your wealth and there can be absolutely no compromises with your dream.

What do you get by opting for Master Plan with us?

Detailed risk profiling: Detailed risk profiling is done by our in-house expert team to minimize your risk of investment and maximize your profits.

Customized wealth planning: We plan your Mutual fund investment, health and life insurance advise by customizing them to your specific needs. We gauge your financial priorities and design a plan to help you achieve those priorities.

Tax planning: We make sure that all the basic elements of your master plan is designed in such a manner that they work together in the most tax-efficient manner.

Retirement planning: Retirement planning is done by us to ensure you gain total financial independence post-retirement. The profits generated and the savings created are allocated in such a way that you have enough money with you in your old age.

Life and Health Insurance suggestions: Our team of experts work constantly to bring to you the best life and health insurance plans.

Best Mutual Funds for you: Out of thousands of mutual fund schemes available, we select only the most suited scheme that matches your risk ability and your financial  goals. 

What is not included in our Master plan?

Dear guest, we believe in 100% transparency and value every penny given to us by you. We would like you to know clearly that our master plan does not include the following:

  • No stock recommendations
  • No derivatives, currency or commodity recommendation

No commission, No bias Policy @ Finology

The Finology Advantage

Finology strongly believes in inculcating long term Investing habit as it is based on the solid fundamentals with time tested value investing principles. Our in-house Deep Scan Process ensures to eliminate the wealth destroying and risky instruments. This helps in a big way to protect your profits which may get exhausted if you pick up just a few risky instruments.

Deep Scan Process

We recommend any instrument only if it passes our in-house deep scan test wherein we check if the instrument has the following characteristics.
Learn more about Deep Scan

Value investing Philosophy

Value investing is the philosophy behind legends like warren Buffet, Benjamin graham etc. Finology exclusively follows the principles of value investing to help you build a low risk-high return Portfolio.

Strong Moat Instruments

We hunt for Instruments with durable and strong competitive advantage to enable multiyear compounding of our picks. This enables you to generate immense wealth using the power of compounding.

Zero Commission policy

Our advice is 100% unbiased and independent. We don't accept any commission or remuneration to recommend a particular instrument. So you can be sure that we always our clients interest in mind.

Frequently Asked Questions

Get your queries answered & Subscribe Now.

Sorry Masterplan includes recommendations and review of mutual funds, insurance, Ulips, Tax saving & retirement plans. For recommendations and reviews on Stocks, kindly upgrade to our Finbox Service. 

Number of recommendations will depend on your needs and goals. It will vary according to our assessment of what is right for you.

Please don't ! Your personalized investment plan is prepared on the basis of your risk profile, goals and cashflows and might not be suitable for someone else. 

Finology Ventures Pvt Ltd is a SEBI Registered investment advisor, our Qualified experts are involved in financial plan preparation process.

We will review your existing investments in mutual fund, ULIPs, retirement and insurance products. For review of your investments in stocks, kindly upgrade to our feature rich Finbox Service.  The review is limited to a maximum of 10 Schemes/investment products.

Sorry, since the nature of service is such that you get access to the complete benefits as soon as you subscribe, and these benefits are irrevocable in nature, issuing a refund is not possible. But be rest assured, our 'Good for you services' will help you invest successfully in the long run.

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