Take Control of your financial future.
With multiple investing challenges and uncertain market conditions, can odds be on your side?
At FinLit Serve, our focus is on delivering long term value through rigorous adherence to our guiding business principles, to our goal based approach to investing, and to our robust investment process.
At FinLit Serve, our purpose is to create investor wealth through increasing their financial literacy and serving them as per their need. We don’t box clients but give tailor-made solutions.
Love Shah,
SEBI Registered Investment Advisor
Love Shah is the founder of FinLit Serve, an independent and fee-only investment planning and advisory initiative. Love has more than 15 years of experience in the field of finance and investing. After completing his post graduation in Finance in 2006, Love started his career as an equity analyst, worked in investment banking and later managed a USD 10+ million family office investment portfolio. He has had the opportunity to work not only with international and domestic organizations but also with people from diverse backgrounds and cultures. Prior to setting up FinLit Serve, he was managing a USD 50+ million private equity fund sponsored by the Govt. of India.
Why Us
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Business Principles
Consider clients as our partners
Our obligation to clients is to do our very best for them, and regularly provide them with clear, timely updates for review, rebalance and implementation. Ideal clients are those whose objectives are aligned with ours, who track the process in the short term and outcomes over a long-term time horizon.
Alignment of interests
Our culture is defined in alignment of interest at all levels. Alignment of our economic interests with those of investors is the best way to assure that our actions will always aim to advance the long-term interest of clients. As a SEBI registered advisor, we are also bound by regulations to put client interest first.
Preservation of capital and risk adjusted returns
Successful outcome is the steady compounding of client’s capital at attractive long-term absolute rates without taking undue risk. “Undue Risk” means minimizing the probabilities of permanent capital loss. Our approach is designed to protect capital ahead of reaching for extra returns.
Services & Process
Financial Planning
Investment Advisory
We offer investment advisory services via a portfolio of direct mutual funds, exchange traded funds, stocks and corporate bonds / debentures / InvITs, etc. based on the client risk profile and investment corpus.
The portfolio is regularly monitored and necessary updates for rebalancing are provided as part of the service.
Fees
Our fee structure is designed to reduce your total expenditure on managing investment. Moreover, we have ensured our fees don’t disturb the compounding factor in your investment returns.
