Market Weekly Update
Key market developments and investor observations.
Wealth & Investments
Investment solutions designed around objectives, risk and time horizon.
Mutual FundsSIFPMSCorporate BondsStructured Solutions
Financial Strategy · Investment · Planning
AMFI · ARN-318160APRN09850
Smarter Growth.
Trusted Guidance.
আপনার সম্পদ, বিনিয়োগ ও আর্থিক সিদ্ধান্তকে একটি structured approach-এর মধ্যে আনুন। লক্ষ্য বুঝে, পরিকল্পনা করে এবং সময়ের সঙ্গে review করে এগোন।
Invest · Protect · Plan · Grow
MFINZ FINANCIAL FRAMEWORK01 — 04
Your Goals → A Clearer Strategy
GoalsUnderstand
StructurePlan
GrowthInvest
Review → Adapt → EvolveLong-term focus
Planning tools, not promises. Calculations are illustrative and use the assumptions you enter. Actual returns, costs, taxes and outcomes may differ.
REGULATORY REGISTRATION
AMFI REGISTEREDARN-318160
APMI REGISTEREDAPRN09850
APPROACHGoal-focused planning
PROCESSClear & documented
FOCUSLong-term objectives
What we do
One financial relationship.
Multiple solutions.
Investment, protection, taxation and business-related services, organised around your requirements.
Private Wealth
Specialised solutions and facilitation for sophisticated investors.
HNI SolutionsAIFPre-IPOUnlistedPrivate Markets
Protection & Planning
Protection solutions to complement your broader financial plan.
Life InsuranceHealth InsuranceMotor InsuranceRisk Planning
Tax & Business
Practical support across tax, compliance and business-related requirements.
Income TaxGSTROCBanking & CreditLegal Facilitation
SERVICE JOURNEY
From requirement to action.
One requirement. One clear next step. Find the right service, tool or review without getting lost.
01
INVEST
Build & grow your wealth.
Mutual FundsSIFPMSAIFBondsPre-IPOUnlisted
Explore Investments
02
PROTECT
Protect what matters most.
Life InsuranceHealth InsuranceMotor InsuranceRisk Planning
Review Your Protection
03
PLAN
Turn goals into a clear plan.
Goal PlanningRetirementRisk AssessmentPortfolio Review
Start Planning
04
TAX & COMPLIANCE
Keep your financial affairs organised.
Income TaxGSTROCDocumentation
Discuss Your Requirement
05
BANK
Funding & liquidity solutions.
Home LoansBusiness LoansLoan Against SecuritiesCorporate Banking
Calculate EMI
06
LEGAL
Support for important documentation.
PropertyWill & EstateContractsVerification
Discuss Your Requirement
NOT SURE WHERE TO START?
Tell us what you need.
Select a requirement and go directly to the relevant section.
Private Wealth Desk
For investors seeking
structured opportunities.
Explore specialised investment categories through a focused conversation about suitability, risk and objectives.
01
PMS
Professional portfolio management solutions for eligible investors.
Explore
02
SIF
Specialised investment framework for investors seeking differentiated strategies.
Explore
03
AIF
Alternative investment opportunities with appropriate suitability considerations.
Explore
04
Private Markets
Unlisted, Pre-IPO and other specialised opportunities where applicable.
Explore
How we work
A structured approach
to your financial journey.
01
Understand
Goals, income, liabilities and risk.
02
Structure
Allocation, protection and planning.
03
Implement
Put suitable solutions in place.
04
Review
Track progress, risk and changes.
05
Evolve
Adapt as your goals change.
Why MFINZ
Simple principles.
Better decisions.
Structured
Financial requirements are organised within a clear framework.
Transparent
Clear communication around process, product and risk.
Personalised
A solution should reflect the individual, not just the product.
Long-Term
Focus on objectives rather than short-term market noise.
Financial planning tools
Calculate. Visualise.
Plan with clarity.
Explore investment, retirement, withdrawal, inflation, goal and loan scenarios with instant calculations and clear summaries.
YOUR MONEY TOOLKIT
What do you want to calculate?
Pick a goal. Change the assumptions. See the number instantly.
16tools
SIP CALCULATOR
Build your investment corpus.
Change the assumptions and see the impact instantly.
Invested₹6,00,000
Estimated Gain₹5,61,016
Future Value₹11,61,016
Investment vs Growth
Portfolio Composition
LUMPSUM CALCULATOR
See the power of compounding.
Estimate how a one-time investment may grow over your selected period.
Invested₹1,00,000
Estimated Gain₹2,10,585
Future Value₹3,10,585
Investment vs Growth
Portfolio Composition
GOAL-BASED INVESTMENT PLANNER
Start with the goal, not the product.
Include inflation, expected return and time horizon to estimate the future goal amount and required SIP.
What does Step-up SIP mean? Your SIP increases by the selected percentage every year. For example, ₹10,000/month with a 10% step-up becomes ₹11,000/month next year, then ₹12,100/month the year after.
Time to Goal10 Years
Inflation-adjusted Goal₹17,90,848
Initial Amount₹0
Required Starting SIP₹7,837
Step-up0% / year
Today's Goal₹10,00,000
Future Goal₹17,90,848
Initial Amount₹0
Inflation Assumption6% p.a.
Step-up SIP0% / year
Starting SIP Required₹7,837 / month
Goal Value & Investment Need
Goal Funding Mix
PERSONALISED GOAL REPORT
Build a goal plan in your name.
Use the goal, age, horizon and risk profile to create an illustrative investment plan.
Customised Goal PlanGoal Plan for You
Required Investment₹0 / month
Goal at Target Age₹0
Your goal profile will determine the investment requirement and planning context.
RISK CALCULATOR
Find your investor profile.
10 quick questions · 1 minute
Question 1 of 100 / 10
RISK SCORE
—/ 50
YOUR PROFILE
—
Complete all 10 questions to see your indicative profile.
Indicative self-assessment only. Final suitability depends on your goals, financial capacity, liquidity and circumstances.
LOAN EMI CALCULATOR
Understand the cost of borrowing.
Estimate EMI, principal and interest payable across your selected tenure.
Principal₹10,00,000
Total Interest₹5,20,200
Monthly EMI₹12,668
Principal vs Interest
Repayment Composition
STEP-UP SIP
Make your SIP grow with your income.
Estimate the future value when your monthly SIP increases every year.
Total Invested₹0
Estimated Gain₹0
Future Value₹0
SIP VS LUMPSUM
Compare two ways to invest.
Use the same capital, return assumption and horizon for a simple illustration.
SIP Future Value₹0
Lumpsum Future Value₹0
Difference₹0
MISSED SIP IMPACT
See what a SIP pause can cost.
Illustrative comparison between staying invested and missing SIPs for a period.
Stay Invested₹0
After Pause₹0
Potential Gap₹0
RETIREMENT PLANNER
Estimate the corpus your future self may need.
Start with today's monthly expense and model inflation until retirement.
Monthly Expense at Retirement₹0
Estimated Corpus₹0
Required Monthly SIP₹0
INFLATION CALCULATOR
What will today's money cost later?
Translate a current expense into a future estimated cost.
Future Cost₹0
Increase₹0
Today's Value₹0
EDUCATION GOAL
Plan for a future education expense.
Model inflation and estimate the monthly investment needed.
Future Education Cost₹0
Required SIP₹0
Years0
HOME PURCHASE PLANNER
Map the down payment before the home loan.
Estimate the future home price and down payment target.
Future Home Price₹0
Down Payment₹0
Loan Amount₹0
SWP CALCULATOR
See how long a withdrawal plan may last.
Illustrative monthly withdrawal projection. Actual returns vary.
Withdrawn₹0
Projected Balance₹0
Status—
TAX HARVESTING CHECK
Estimate a harvesting amount.
Use this as an educational estimate, not a tax filing calculation.
Potentially Harvestable₹0
Illustrative Tax on Excess₹0
Excess Gain₹0
INSURANCE NEED
Estimate a starting point for life cover.
Simple income-replacement plus liability approach for educational use.
Estimated Need₹0
Existing Cover₹0
Indicative Gap₹0
EMERGENCY FUND
Know your cash-buffer target.
Estimate a reserve based on essential monthly expenses and dependants.
Target Fund₹0
Current₹0
Gap₹0
Illustrative calculations only. Actual investment returns, inflation, interest rates, taxes and outcomes may differ. This tool does not guarantee returns.
01
Connect SecurelyVerify PAN & registered mobile
02
Pull Your PortfolioFetch authorised mutual fund data
03
Make It PersonalAnalyse goals, risk & allocation
PORTFOLIO REVIEW
Connect your mutual fund portfolio.
Connect. See. Understand. Your portfolio, one clear view.
SECURE CONNECTION
Connect Portfolio
Your PAN and registered mobile are sent to the authorised integration backend. MFINZ does not store OTPs in the browser.
Ready to connect through the authorised portfolio API.
Live data is expected from the authorised MFCentral integration. No mock portfolio is used in this production flow.
REVIEW PARAMETERS
Investor Profile
Secure ConnectionAuthorised integration flow
Portfolio DataFetched through the backend
OTP ProtectionNever stored in browser
MFINZ REVIEW ENGINE
Portfolio health check
Equity Gap—
Largest Holding—
Fund Count—
Goal Horizon—
PORTFOLIO VALUE₹0
INVESTED₹0
GAIN / LOSS₹0
EQUITY0%
Portfolio data: waiting for secure connection
Fund-wise Portfolio Review
| Fund | Category | Allocation | Value | Review |
|---|
Review Flags
MFINZ Insights
Financial ideas,
made simpler.
MARKET NOTES
INVESTOR EDUCATION
Understand Before You Invest
Simple explanations of important financial concepts.
TAX & COMPLIANCE
Important Financial Updates
Practical updates around tax and compliance topics.
Founder profile image
Meet the Founder
Tanmoy Malik
Founder & Principal Advisor
Building MFINZ around a simple idea: financial decisions should be structured, understandable and aligned with long-term goals.
AMFI REGISTERED · ARN-318160APMI REGISTERED · APRN09850Finance & InvestmentTax & ComplianceSingur, West Bengal
Connect with Tanmoy
Let's talk about your financial goals.
Whether you're starting your investment journey, reviewing an existing portfolio or exploring specialised solutions, start with a conversation.
MFINZ AI HELP
Ask your finance question.
Help with mutual funds, SIPs, taxes, insurance, loans, retirement and financial planning.
FINANCE ONLY
MFINZ Finance AssistantAnswers finance-related questions only
AI HELP
Need a deeper finance answer?
Continue directly in the MFINZ Investing ChatGPT project.
Open Investing AI ↗
Educational guidance only. Investment decisions should consider your goals, risk profile, financial capacity and applicable regulations.
Get in touch
Start with a conversation.
Tell us what you would like to discuss and the team can connect with you.
OFFICEBalarambati Hattala, Singur, Hooghly, West Bengal – 712409
PHONE+91 62903 89225
EMAILinfo@mfinz.com