Finior Financial-Planning for Life and Business

Success feels like hard work

Unless you share it with others.

Finior Financial started as a one man show. But today, it is a small team of people dedicated to serving clients. Over the last 22 years, we have come a long way on our journey. Part of the credit is our clients who trusted us with their finances. The other part of it has been the extended team that supported our journey. We are grateful for all who came along with us in this journey.

Let’s give you a gist about what Finior Financial con notes through there logo

What does the Logo connote?
The logo mainly portrays the two interlocking keys. The keys represent the Company’s investment in their Clients point of
view. In simple words, we take your trust and indulge our brains into it for a better conclusion. Then comes the three lines
which portray the growth and prosper of the client’s investment. The three dots at the top is your result. It’s like a chart
racing up and at the top is your result. The interlocking keys in between also implies the security between the growth and
result.

Why is the color Golden and Grey used for the Logo?
The color Golden is used for precious products. When we consult you about your money, we know how precious it is to
you. We understand and totally believe that investing money isn’t easy. But we value our clients and their money, that’s
why we used the color Golden as it connotes royal, precious and protection. The background is filled with the color Grey.
The color represents sophistication and practicality.
The color White is used for Financial, it shows the transparency we share with our clients on the basis of money and
advice and the color Golden is used for Finior, which is the same as above mentioned.

What Fonts are used for Finior Financial?
For Financial, the font used is Maven Pro Light 300 and for Finior the font used is Ariel Rounded MT Bold because the
font implies that we mold the money and give a concrete conclusion at the end

Who we are

We are your trusted advisors, specializing in personalized financial solutions and comprehensive insurance services tailored to your needs. Contact us to start securing your future today.

Why we do what we do

We are driven by a passion to empower individuals and businesses to achieve financial security and protect their assets. Our mission is to provide personalized financial and insurance solutions that make a positive difference in people’s lives.

Our outlook on finance

We believe in fostering financial well-being through strategic planning and tailored solutions. With a focus on transparency and expertise, we guide our clients towards their financial goals with confidence.

Over 850 clients

trust us to help them in their wealth journery

Rs. 250 Cr +

in Assets Under Management

Your trusted partner

in building financial security

There was a time when your word
was your bond and you made
deals on a HANDSHAKE.

Our business is built on those values and belief that you can trust us to give you the best financial advice and know you are safe in our care. Our ethics and expertise will enable you to enjoy a journey to financial freedom, one where you make the right choices for your future – with us guiding you along the way. We do this with passion and determination. Established in 2000, we are based in Mumbai. We provide comprehensive financial planning and insurance advisory services, as well as one-off consultations and investment advice. Today, we have developed over 850 clients and have INR 200+ crore in assets under management.

What our clients say

Shirish is an extremely dedicated and knowledgeable financial professional. His expertise is not only limited to insurance & covers all the important aspects of wealth planning. He always keeps his client's interest before his and this makes him a truly trustworthy asset to all his customers.
Riddhi Jhaveri (Bombay Paperie)
I have been associated with Shirish bhai for over 15 years and he has provided invaluable advice and financial management for these years . I find his advice to be clear, especially in layman's terms. He sets out the options, allowing people to make their own decisions based on his sound advice.

would wholeheartedly recommend Shirish bhai to anyone who is need of financial services. SVP And Head Revenue Assurance and Policy Servicing.
- Mr. Vikas Khanna (ABSLI)
Post Covid the Scenario is different, people want to invest, open for discussions about Insurance Investments.
But, because of unrestricted exposure to digital media, investors fail to decide through whom to invest, an individual/expert or online which attracts people by the word DISCOUNT.
In such scenario, Mr. Vora walks in. He not only shows empathy towards helping every individual he meets in growing their hard earned money with the abundant knowledge he has, but also, stays ahead in matters of any service requests at any given point of time. This is a sheer lacking in other investment platforms & also, many others individual available in the Industry who pretend to have knowledge & the will to help. The accolades he has garnered till date speaks volumes as a proof of his calibre.
I would always URGE people to meet Mr. Vora ones, to actually acknowledge what I have written in my testimony.
Wishing him all the luck, God give him enough & more strength to serve many many more in the days to come.
- Mr. Kiran Prasad (Nirma)
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Core Management and Team

Mr. Shirish Vora

Business Insurance Specialist
AMFI Registered MFD

Mr. Aashish Vakilna

Consulting Chartered Accountant
Founder of VAKILNA & CO

Mr. Kavit Vora

Business Development Manager
AMFI Registered MFD

Our Culture & Values

What we stand for and believe in

At Finior, we believe in empowering our clients with personalized financial solutions and expert advice. We stand for integrity and commitment, ensuring every client relationship is built on trust and excellence.

Our Values

Be Client-Centric:
The solutions we provide are tailored to meet our Clients' personal and professional needs.
Long-Term Security:
We focus on creating sustainable financial plans that provide stability and growth for the future.
Peace of Mind:
Our goal is to make complex financial decisions stress-free and effortless for our clients.

Why work with Finior Financial

At Finior, our core values deeply influence every interaction and decision, ensuring we consistently align with our guiding principles. We engage closely with clients to deeply understand and meet their unique needs through customized solutions that not only address current issues but also anticipate future ones.

Our dedication to long-term security and peace of mind spearheads all our efforts. We simplify complex financial and insurance matters with transparent communication, allowing our clients to focus on what truly matters—running their businesses and enjoying their lives without stress.

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Shirish Vora, an AMFI registered mutual fund distributor, has dedicated his career to empowering clients with tailored insurance and investment solutions. With a profound commitment to understanding his clients’ financial landscapes—be it in their business ventures or personal lives—he navigates challenges alongside them, ensuring a comprehensive grasp of every product before recommending investments.

As a seasoned Financial Consultant at Aditya Birla Sun Life Insurance Company Limited (ABSLI) for over 22 years, Shirish’s expertise is underscored by his membership in the prestigious ‘Million Dollar Round Table’ (MDRT). This exclusive affiliation, bestowed upon the world’s top financial advisors, solidifies his reputation as a beacon of excellence in life insurance and financial services. Demonstrating unwavering dedication, Shirish has repeatedly achieved accolades such as Court of the Table (COT) recognition eight times consecutively and reaching the prestigious Top of the Table (TOT) status in 2017, reflecting his unparalleled commitment to client satisfaction and financial acumen.

Mr. Aashish A. Write up comes here. stands as a trailblazer within the Chartered Accountancy field in India. With a career spanning more than 25 years, his unwavering dedication revolves around providing top-tier professional services while upholding the profession’s ethical standards and code of conduct. Grounded in these principles, he consistently pushes boundaries and strives for growth, aiming not just to meet but to surpass expectations in every endeavor.

As Business Development Executive at Finior Financial, Kavit Vora specializes in developing and implementing effective growth strategies that drive the company’s success. His role involves identifying new business opportunities, forging strategic partnerships, and ensuring seamless execution of growth initiatives.

Having successfully passed the CFA Level 3 exam, he has significantly enhanced his analytical skills and gained in-depth experience in economics. By analyzing financial data and conducting thorough market research, Kavit contributes to clients’ success.

At Finior Financial, he is committed to delivering value through innovative solutions and strategic foresight.

Creating long-term growth, establishing strong client relationships, and positioning the company as a leader in the financial services sector are his goals.