ABOUT US
Your Trusted Finance Partner
Falcon Finvest – Trusted Wealth Management & Financial Planning Experts Since 2001
Falcon Finvest was founded in 2001 as a sole proprietorship firm with a simple yet powerful philosophy of disciplined financial management. The inspiration behind the firm came from a real-life example of grassroots financial planning.
Our founder, Prasad Chitre, grew up observing his grandmother’s meticulous habit of organizing household finances. She would allocate money into separate containers labeled for different expenses such as monthly needs, emergencies, and festivals like Diwali. Despite having limited income, the family’s finances were always stable and well-managed. This early experience instilled in him a lifelong respect for goal-based financial planning, budgeting, and disciplined money management.
Evolution into a Comprehensive Wealth Management Firm
What started as a small initiative focused on insurance advisory services gradually evolved into a comprehensive wealth management and financial planning firm.
As the firm grew, Falcon Finvest expanded its services by obtaining certification from the Association of Mutual Funds in India, allowing us to distribute mutual funds and help clients build diversified investment portfolios. Later, we acquired brokerage licenses that enabled access to a wide range of insurance and investment products, strengthening our ability to provide holistic financial solutions.
Certified Financial Life Planning Approach
A defining milestone in our journey was achieving certification in Financial Life Planning from the Kinder Institute of Life Planning (USA). This globally recognized certification empowers us to design deeply personalized financial strategies that go beyond numbers.
Our approach integrates a client’s life goals, emotional priorities, aspirations, and lifestyle choices into a comprehensive financial roadmap. This ensures that financial planning is not just about accumulating wealth, but about living a meaningful and fulfilling life.
Boutique Wealth Management with a Client-First Philosophy
Today, Falcon Finvest has established itself as a boutique wealth management and personal finance wellness firm dedicated to building long-term relationships based on trust, transparency, and disciplined financial processes.
We believe that every individual’s financial journey is unique. Our advisory approach focuses on understanding:
Life stage and personal goals
Risk tolerance and investment horizon
Lifestyle aspirations and family priorities
By combining deep expertise in the Indian and NRI financial landscape, we offer a complete range of investment services designed to secure your present and build your future.
Our Commitment to Your Financial Journey
At Falcon Finvest, we don’t just manage investments—we partner with you throughout your financial journey. Our team works closely with clients, guiding them through every stage of wealth creation, protection, and distribution.
With personalized strategies and continuous support, we help clients smoothly navigate their path toward achieving their financial goals and long-term financial security.
ABOUT US
Your Trusted Finance Partner
Falcon Finvest was founded in 2001 as a sole proprietorship firm, inspired by a powerful example of grassroots financial management. Our founder, Mr. Prasad Chitre, drew his inspiration from his grandmother’s meticulous habit of segregating money into containers labelled for specific household expenses like: monthly needs, emergencies, festivals like Diwali, etc. Despite limited income, the family’s finances were always well-managed, instilling in him a deep respect for disciplined financial planning and goal-based budgeting. What began as a focus on insurance soon expanded into a full-fledged wealth management offering. With an AMFI certification, the firm included mutual fund distribution to diversify client portfolios. This was followed by acquiring brokerage licenses that enabled access to a broad suite of insurance products. The most defining milestone came when we earned a certification in Financial Life Planning from the Kinder Institute of Life Planning (USA), empowering us to create deeply personalized financial roadmaps that consider a client’s emotional, aspirational, and lifestyle factors not just numbers. Falcon Finvest has emerged as a boutique wealth management and personal finance wellness expert firm that prioritizes client-centric solutions, trust, and disciplined processes over transactional relationships. Our firm addresses the pressing need for personalized financial assistance by recognizing the uniqueness of each individual’s life stage, goals, and risk appetite. With a deep understanding of the Indian and NRI financial landscapes, we offer a full spectrum of investment services to secure your present and shape your future. We handhold our clients and help them smoothly maneuver their journey towards their financial goal.
WHY CHOOSE US
We Help You Plan for What Matters Most
Our core values, Transparency, Integrity and Client centric approach guide every interaction.
By clearly defining our processes and providing consistent updates, we empower clients to make informed decisions and stay fully engaged with their financial journey.
We believe that wealth planning should never be intimidating or stressful.
FEATURES
These services are designed to empower you with knowledge and personalized guidance to achieve your financial goals.
- Free Portfolio Reviews
- Financial Check-ups
- Personalized Financial Assessments
