Our Commitments
- Quick Response
- Customer First
- Calculated Risk
- Strong Research
- Technology
- Team of Experts
- Skilled Staff
- Regular Training & Updates
- Algorithms
- Disciplined Strategies
- 24*7 Services
We believe in financial Safety Growth Freedom
About FinIdeas
We are SEBI Approved Investment Advisers. Finideas specializes in delivering comprehensive financial planning and investment advisory assistance and services to individuals of any age, gender, income level and profession, families, and corporates.
Our team aims to help you grow and preserve your wealth by caring, doing and knowing better. We partner with our clients in long-term and trusted relationships. Finideas strives to provide its clients with the peace of mind that they’ll achieve their financial goals before retirement if they start planning early. We hope to give our clients the confidence to pursue their financial goals by delivering customized true-to-life advice and solutions through trusted resources. So, whether their goal is to retire early or continue their business or job, we are committed to providing transparent solutions that enable everyone to achieve their financial freedom.
To achieve long-term financial stability, financial planning is the key. And for that, it is crucial to analyze your goals, evaluate and review your risk appetite and determine a suitable class of investments.
Our proactive planning starts with these fundamental questions –
- What are your goals?
- What is your current net worth?
- How much risk are you able to take?
- Where should you invest?
These questions help us, as well as you, to understand and plan the investment pattern that would help you attain your financial goals.
Finideas holds the privilege as the first company in India to launch trading through live Volatility and currently deals with more than 75 members of NSE & BSE. We are also the first in India to launch courses for Volga & Vanna, Second-line Option Greeks of Volatility.
We organize free webinars Everyday 4:00 PM to make them more understandable and profitable for our clients and learners. We also offer many courses related to Investment, Options, Trading, etc., in Hindi and English and have trained more than 90,000 Traders and Investors till now. Not only this, we trade, train, and make software for Options. Your profits are not over yet; we even have a refer and earn policy.
We are SEBI Approved Investment Adviser: INA000018045
Our Mission
Providing Transparent Solution to Everyone for achieving Financial Freedom
No matter whether you have just started taking care of your financial future or you’ve already retired and are looking to maintain your nest egg, our team’s mission is to help you reach your unique goals by providing Transparent Solutions for achieving Financial Freedom. Just like people have different passions, so do Finideas advisors, but the common thread amongst them is going above and beyond for their clients
Our Vision
FinIdeas will manage Wealth of Rs.25,000 Crores & Serve HNIs & members of Exchange globally by 31st Mar 2028.
We provide experienced & customized Investment Planning Solutions to address our clients’ short and long-term needs and protect & grow their wealth over time. At the same time, we want to set higher industry benchmarks in Wealth Management Solutions, Quality Risk, Integrity and Intelligence.
Core Values:
Our core values are the foundation of every single thing we do at Finideas. It reflects who we are, what we do and how we do it. We base our principles on the strength of our relationships with our clients. Our Clients and associates always have an open line of communication with our team, building a source of quality and integrity. These values ensure that we are on the right path and fulfilling our commitment towards our business goals.
- Integrity: We adhere to the moral and ethical values of honesty and openness.
- Authenticity: Our work and client interactions are based on objective, unquestionable evidence, reliability, and trustworthiness.
- Innovation: Our team has access to and keeps pace with current market research and advances in portfolio development and financial and retirement planning.
- Fiduciary Responsibility: Our team always does what is in the best interest of our clients.
- Confidentiality: Our team ensures that our clients’ information is accessible only to authorized individuals to maintain a relationship of trust and confidence.
Our Achievements
- We are SEBI Approved Investment Adviser.
- We are the first company in India to launch trading through live Volatility.
- We are the first company in India to launch courses for Volga & Vanna, Second-line Option Greeks of Volatility.
- We are dealing with more than 75 members of NSE & BSE.
- We have successfully completed the program designed with BSE to promote Option Trading throughout India.
- We have trained more than 90,000 Traders and Investors till now.
- Company Promoted by Group of Chartered Accountants & MBA.
- We trade, train, and make software for Options.
Finideas 2023-24
Journey So Far
Meet the Team
Meet the team of highly enthusiastic people whose first love is Stock market. They are always ready to learn new things, experience new Strategies and take challenges in Trading. They believe that Success in Trading is depending upon these two points:
1. Good System & 2. Good Technology.
CA Govind Jhawar
Founder, Chairman
Mr. Govind Jhawar our beloved Founder is a Chartered Accountant & Certified Treasury Manager.
He is a SEBI Approved Investment Advisor and has 21+ years of experience in the Capital, Currency and Derivatives Market.
He has trained more than 90000+ students and investors till date.
He provides consultancy to members of exchange for Financial Market Trading and has also done International workshops on Financial Trading. He also has successfully anchored many workshops on behalf of NSE, BSE & MCX across India.
Life: He has completed 16 Half Marathons and 1 Full Marathon till now. He also believes and attends Vipassana Shivirs regularly.
CA Udipth Talera
Founder, Managing Director
Our talented Founder and MD, Mr. Udipth Talera is a Chartered Accountant (Gold Medalist), MBA & Certified Treasury Manager.
He is a SEBI Approved Investment Advisor and has 20 years of experience in the Capital, Currency and Derivatives Market.
Focused on developing new Financial Market strategies and trading techniques, he also provides consultancy to members of exchange for Financial Market Trading.
Life: He is a great speaker, believes in social work and like to spend time with family in free time. In Finideas family, he is famous for his go-getter personality.
Mr. Yogesh Darji
Director
Mr. Yogesh Darji, our VP (Derivatives Training and Research) is an MBA in Finance who is also the face of Finideas in TV channel CNBC Bazaar.
With 7+ Years of Experience in Derivative Trading & Research and after training more than 1200 students in the field of Derivatives plus more than 100 Students for Microsoft Excel for Financial Market, he has good experience in advisory to HNI clients.
He has also done research on Volatility based opportunities for trading and he is heading Operation and Trading segment.
Life: Apart from interest in Market, Yogesh likes to watch cricket in free time and loves to explore new places as a tourist.
Mr. Viral Panwala
Director - Technology
Mr. Viral Panwala, Director (Technology) is a graduate in commerce and also having Post Graduate diploma in Computer Application.
He is a passionate software Developer. He is a back-bone of Technology in Finideas with an experience of two decades in software development. He is leading software development team with his calm and hardworking nature.
Life: He is spiritually following his religion. He loves to spend quality time with family.
Mr. Shailesh B Shah
Business Development Manager
Mr. Shailesh B Shah, our Business development manager, is an engineer in computer Hardware-Networking and having an experience in stock market of 16 Years. He has good command on technology and also passionate about learning and exploring new things.
Life: He loves foods and travelling. He is purposeful reader and also like writing.
Mr. Mohsin Soni
Business Development Executive
Mr. Mohsin Soni, Business Development Executive at Finideas, is an hardware networking engineer and leading the team of Software sales & Support. He work passionately for customer services.
Life: He likes travelling and foods. He spiritually follow his religion and always surround with good friends.
Mr. Aman Bhavsar
Manager
Mr. Aman Bhavsar, Manager at Finideas, is a graduate in commerce and a backbone of customer relationships in Finideas. He is leading the sales team of wealth management products. He is having an experience of one decade in sales and customer relationship in various field. He is dedicated, flexible and excellent in communications and team work.
Life: He is passionate about networking with people.
Mr. Jayesh Pithadiya
Manager
Mr. Jayesh Pithadiya, Manager at Finideas, is a graduate in commerce and also Post Graduate Diploma in Computer Application. As the Manager of the Service Department, He has assumed the responsibility of overseeing and managing a team of talented professionals, ensuring the seamless delivery of our organization’s services to our valued customers. His leadership has been marked by a remarkable blend of strategic vision, effective decision-making, and a deep understanding of the ever-evolving needs of our clientele.
Life: He likes to learn new things, and He likes traveling and food.
Mrs. Payal Patel
Manager
Mrs. Payal Patel, Manager at Finideas, is a Masters of Science in Information Technology, As the Manager of the software department. She brings a wealth of knowledge and experience that sets the foundation for our organization’s technological advancements. Their expertise extends across a wide range of software development methodologies, programming languages, and emerging technologies, making them an invaluable asset to our team.
Life: She loves singing and reading. She likes to Research on new things.
Geographical Presence
