FinSim - Mutual Fund Distributor, Life Insurance & Health Insurance Agent

65 reviews

Magaji Inspire, Work Theater, Outer Ring Rd, adjacent to Bimal Nexa Showroom, Naagarabhaavi, Bengaluru, Karnataka 560072, India

www.finsim.in

+919880627311

About

FinSim - Mutual Fund Distributor, Life Insurance & Health Insurance Agent is a Insurance agency located at Magaji Inspire, Work Theater, Outer Ring Rd, adjacent to Bimal Nexa Showroom, Naagarabhaavi, Bengaluru, Karnataka 560072, India. It has received 65 reviews with an average rating of 5.0 stars.

Photos

Hours

Monday10AM-7PM
Tuesday9AM-4PM
Wednesday10AM-7PM
Thursday10AM-7PM
Friday10AM-7PM
Saturday10AM-7PM
Sunday10AM-7PM

F.A.Q

Frequently Asked Questions

  • The address of FinSim - Mutual Fund Distributor, Life Insurance & Health Insurance Agent: Magaji Inspire, Work Theater, Outer Ring Rd, adjacent to Bimal Nexa Showroom, Naagarabhaavi, Bengaluru, Karnataka 560072, India

  • FinSim - Mutual Fund Distributor, Life Insurance & Health Insurance Agent has 5.0 stars from 65 reviews

  • Insurance agency

  • "Hi Raghu, I can sum up your session with Harshil, my 10 year son with what Swami Vivekananda said "If you teach a man how to fish, he will remember it forever""

    "Have worked with FinSim Founder - Raghu for long from 2016 even before he founded FinSim"

    "Raghu/Finsim has done an exceptional job in helping me & my wife understand the basics of Financial Planning and how to go about it"

    "I have always looked upto Raghukumar when it comes to his knowledge about financial markets and his discipline in investing"

    "Raghu and I have been friends for over 15 years"

Reviews

  • Dhanaraj M

Hi Raghu, I can sum up your session with Harshil, my 10 year son with what Swami Vivekananda said "If you teach a man how to fish, he will remember it forever". Your concepts were simple and easy to understand and you have sowed the seed on saving and investing to him. He has talked and shared about the three principles of money and the money eating monster (inflation) which you thought with each and every person who has visited my home. He has increased his request for his pocket money so that he can by his favorite vehicle "royal Enfield" from his own savings. When I signed his for mutual funds, he was very curious to know what they are and how they work. I am spellbound by the impact of your teachings. Thank you for inculcating knowledge and interests in my kid. Like me even he is looking forward for more sessions. Thank you, Dhanaraj. M

  • Asokan S

Have worked with FinSim Founder - Raghu for long from 2016 even before he founded FinSim. Being a traditional investor - just keeping to FD and Real Estate investing, ventured into direct investment in stocks with mixed results - FinSim did introduce me to mutual fund investing, FinSim gives us a 360 degree of your earnings, expenses, goals and investments to meet them. FinSim does provides portfolio valuation reports monthly and a regular catchup with FinSim on the portfolio changes / goal changes does build a confidence in investments. The returns have been regular, guided based on the risk profile of the clients. FInSim is a trusted and proven Personal Financial advisor to me. Raghu's blogs and speeches on Finance, Insurance and current trends are information wealth which I dont miss :)

  • Indraneel Mukherjee

Raghu/Finsim has done an exceptional job in helping me & my wife understand the basics of Financial Planning and how to go about it. It's extremely important to entrust your financial planning to someone trustworthy and without hidden agendas. Raghu has been upfront about everything and has never pushed us into anything. He's always laid out the options along with pros & cons and let us make _informed_ decisions. I keep pestering him with questions and he's always been patient and more importantly has provided clear answers and explanations. We've been associated with FinSim for almost a year now and when I look back in the rear-view mirror, my finances and prep for future and retirement look to be moving in the right direction. Appreciate all your efforts Raghu/FinSim!

  • RAGHU NANDAN

I have always looked upto Raghukumar when it comes to his knowledge about financial markets and his discipline in investing. I'm very glad that Finsim is able to help people like me change the mindset from being a conservative investor to a more realistic one by educating us about the various financial products available. I'm a big fan of the app which not only gives me an overall picture of my investments but also helps me track my financial goals. I suggest people in their early professional careers to get in touch with Finsim to understand the importance of financial planning, (which I only regret not having during the start of my professional career). Looking forward to a positive association with Finsim.

  • Ganesh V S

Raghu and I have been friends for over 15 years. If you need assistance with personal finance, he's the person to go to. I can attest to his honesty, integrity, and sincerity. He specializes in financial planning, retirement planning, term insurance, and health insurance. If you're considering a financial product, he'll review it, analyze the fine print, and give you his honest opinion. If you're a friend, he'll even help you pass finance/accounting exams, just like he helped me with my MBA accounting papers. Raghu is also a skilled derivative strategist. Trust me, you won't regret talking to him. If you are reading this, please be assured that is not a paid endorsement.

  • Rohitdas Mallya B

Got to know about Mr. Raghu from FinSim from one of my colleagues and I am really thankful to her. Raghu has helped me invest my money in the right direction and also helped me visualise and plan my future long and short term financial plans. He curates personalized financial plans based on our need and expenditure style by going through our spending style and already invested portfolios. He is very knowledgeable person and has always there whenever I have doubts about investing and also justify why one plan is better than the other. I highly recommend Mr. Raghu of FinSim to all the folks out there who want to build a strong financial portfolio.

  • Arijit Sur

In the journey of my Financial Freedom, FinSim.in has played a great role since its inception. The role of a true Financial Advisor is not only about picking the right funds/stocks or suggesting investing when the market is low or just maximization of wealth. It also includes understanding the Short Term, Mid Term & Long Term Goals of the client, aligning those with his earning potential, setting the milestones, educating the clients about the financial markets & instruments, and thus building the mindset of the client as an investor. I got it all in the hand-held journey towards my financial goals with CFP Raghu Kumar.

  • Pravin

Even though you feel that you have good financial knowledge you should always have financial advisor like Raghu who can guide you not only in MF investment but also achieving all your financial goals....no matter small or big...I wish Raghu could have meet me 5 years ago(at least) ...I would have been in a better position now in 2022…. Its not bad to start the financial planning late but it is always good to have financial planner like raghu...Many thanks Raghu...I am overwhelmed with your services..looking forward for many more years to work with you...Good luck FINSIM Thanks a lot Pravin Fulwade

  • Navneet Chauhan

I am very happy to share my outstanding experience with Mr. Raghu, our financial advisor. His expertise in mutual funds and equity advice has led to remarkable growth in our investments, consistently outperforming the S&P500. Mr. Raghu navigates the financial landscape with precision, showcasing deep knowledge and a down-to-earth personality. His recommendations have not only met but exceeded our expectations, making him an invaluable asset for anyone seeking astute financial guidance. Highly recommended for his exceptional services and remarkable results.

  • Dawa Tsamcho

Before taking help from FinSim, I used to do my own little research on internet, spoke to people then would invest in Mutual Funds/Insurance etc. After about 2 years I felt a need for a professional help in planning investments to achieve my financial goals. All these articles on the internet or friends helping me were not wrong, but these were not right for my needs, I needed help based on my needs/goals, and that's exactly what I got from FinSim. It's been 2 months now I already feel confident about the goals and the plans to achieve them.

  • Ketan Patil

Have been working with Raghu on building my portfolio from past 2 years, he has helped me alot aligning the investments as per my requirements. Spends enough time to understand ones needs and carve out a plan to address all of it. Raghu is willing to go the extra mile to gather the required information which I needed. Unlike other FP's he is the one who would rather say "I don't know" rather than saying/selling crap investment products for his benefits. On a side note, he enlightened me on reducing my tax outgo on professional income by 50%.

  • Narendra Babu N

I have been benefitting from Raghu's advice over all financial matters since 2 years now. A unique thing about him is that he puts the client's interests above all in this era of people who try to push unnecessary financial products for their higher margins. Not only does he discuss even simple aspects of any product that one seeks advice for, he also takes time in preparing one's personalised financial plan and conducts seminars frequently to educate the mass which I like a lot. I should say, he is not like other businessmen I found.

  • Preetham G S

Raghu@FinSIM has been my financial advisor for last 2 years. Before signing up for his services have tried managing financial goals on my own but often slipped of my goals with wrong investment choices. Appreciate the meticulous, knowledge he brings in finance planning to simply the financial goal and his disciplined approach, planned follow ups is of great ease to me. I simply fall in love with the mobile app which gives an aerial view of my current, future finances and helps to track the returns, investments on go.

  • Sakthi Praba

Raghu is a certified financial Planner, As I observed through our conversation and the way he guided me with his template of work and the forecasting helps me to get clear picture on personal financing and importance of savings. I am happy to have Raghu / Finsim with me who as an expertise and guiding me for future endeavours. His data collection and interpretation speaks the real picture of what you have today and what you will become after certain point of time.Raghu picturised time value of money.

  • swetha narra

My husband and I have approached Raghu 7 months back through reference by one of friend. We explained our expenses and requirements and Raghu helped us plan our goals without compromising our lifestyle. The best part is, he explains everything very well and never influences our decision but definitely guides us. Over the time we built very good repot and friendship. Looking forward to gain more financial knowledge from Raghu. I strongly recommend Raghu if you are looking for financial advisor.

  • Raj Pradeep

I have been consulting Raghu/ FinSim for my financial planning for the past couple of years. Even though I come from a family of retail banker and myself an investment banking professional, he still has a lot to offer. I can confidently say I am heading towards financial freedom all thanks to the very professional and client centric approach. One of the key highlights is he is ready to discuss the finance with your kids and spouses as part of the planning which is very helpful.

  • Venkatesha N

Many thanks Raghu for your patience and guidance I am so comfortable and Confident with your guidance on my investments as you are so much approachable and that too any point of time and now I am looking forward to see my Returns. Hey Guys, He is energetic,friendly, welcoming, professional and personable nature who works with integrity to provide his clients with sound financial advice and guidance I would happily recommend to anyone wanting a complete personalized service

  • Manthan Shetty

I never believed in taking advice for money matters. However, when I decided to explore it with FinSim/Raghu, as I heard good things abt FinSim, it was an eye opener! The first step of his questioning is more than enough to get an idea of how wrong my assumptions were and the way I have been doing it wrong! He is very detailed and passionate on what he does. The kind of calculations and strategy he comes with helps kill the myopia we had towards our own future!

  • Vignesh Sharma

As a NRI, investing in India had to he through a trusted, knowledgeable and reliable source. Only person I could think of is Raghu to help manage / guide on Indian markets. It’s very informative interacting with Raghu about latest happening in Indian market and his real time updates and rationale of investing in a certain fund is very apt and efficient. I’m sure of having a long journey with Raghu.

  • Nabeel H K

Mr Raghu is very approachable, kind and patient enough to answer any number of questions or even repeative questions over and over, he really understands the gap of our financial knowledge and helps us build a bridge to reach where we are heading. This is the guide or services i always wanted financially, Thanks a lot Raghu for your continuous efforts through out.

  • Ganesh sujir

I have been knowing Raghu for more then a decade now. I always look upto him for all the investment advise and guidence. Everytime I approach him , he has amazed me with his immense investment knowledge and guidence to solve all the issues and concerns that I might have had as an investor. Would like to wish Raghu all the very best for his Finsim venture .

  • Prem Anand

FinSim makes our financial ideas simple. The only place I can trust and get guidance on all my investments. Raghu is more than a guide and the smartest person I ever met, and knows the value for our money, he is very professional and responsible to the business. My always go to guy and I trust is Raghu and FinSim. All the best way to go Raghu sir (Bhai)

  • Vipul Siddharth

I highly recommend Raghu as a financial advisor. He helped me gain a better understanding of my finances and develop a plan to control my spending and diversify my investments. His expertise and dedication to clients is unparalleled. I am very satisfied with the results and would recommend him to anyone looking to take control of their finances.

  • Deekkshithha Englay

For a newbie who started earning and take up family responsibilities, FinSim has helped me secure myself and my family with apt insurance policies and also guided me with the right investing options aiding me achieve my dreams. Im very happy with the advices provided by Raghu Kumar as im able see an encouraging growth in my investments.

  • Tenzin Choedon

I have been a Client with FinSim from 2020 onwards. My perception of dealing with money has completely changed for good. Its been more like an eye-opener and I feel lucky to have them as my financial advisor. I like their straightforward approach, quick response on queries and are very client focussed. 100% recommended.

  • nirav desai

Mr. Raghu Kumar is a great financial advisor. His services and app are one stop solution for all your financial needs. Right from health insurance to term insurance and financial advises on investments everything under one umbrella and manageable at finger tips. Definitely recommend this for everyone.

  • Nidhi Rao

This is the kind of service I have always been looking for. FinSim has helped me make the best money decisions. Mr Raghu has always tried to understand my preferences and has suggested me the best way to plan my finances. I have no doubt in recommending FinSim/Mr Raghu to my friends and family.

  • ratna khemani

I understood actual meaning of investment when I connected with Raghu @FinSim... Brilliant guy whose passion is to create financial security and awareness. Not only he gave diversity and goal to my portfolio but he is root to my finances making them flourish like never before.. Thank you Raghu

  • raghuram s

Raghu's quality advice made me to opt right way of investing. Association with Finsim will teach you to balance your financials. Personally whenever I get a chance to converse with Raghu is an opportunity to learn something new. Coming to actuals my portfolio return never been less than CAGR.

  • Pawandeep Singh

Raghu is a go to person for any financial advice. He is well researched, provides reason for not pursuing with complete background. Evaluates your portfolio and tells you where you could increase exposure and it's customized to your goals. Happy to be associated with him.

  • Mohammad Samsuddin

I have been consulting Mr Raghu At FinnSim for all my Financial planning and purchase of financial products since last year. I cant help but say that it has been an amazing experience. The help he renders is invaluable. I would personally recommend trying their services.

  • rajeesh

Mr: Raghu is such wonderful person with in-depth knowledge in finance and other related social aspects. His patience and compassionate behaviour makes the relationship for comfortable . I will recommend him and his form FinSim for all financial planning solutions.

  • srinivas subbarao

Raghu has been really helpful in educating and guiding me towards selecting investing in the right financial instruments. He has also helped me clearing a lot my queries and helped me in setting up realistic and manageable financial goals.

  • Sonu Sharma

True professional, took time to understand my financial goals and concerns and developed a personalized financial plan that was tailored to my specific needs. Always available to answer any financial queries and provide guidance …

  • Beena John

Raghu is extremely professional. He makes an effort to understand my needs, provides guidance, data and rationale to ease away anxious concerns. Just the right person in my journey of sustainable wealth creation!

  • Abhishek N

Mr Raghu is an excellent financial advisor who provides expertise for clients' decisions around money matters, personal finances, and investments. very knowledgeable on the current financial products and schemes

  • Prakash Ramesh

It was really much helpful which Raghu Kumar @FinSim explained about the Savings, Investments, Goal, MF. Now I have got an idea where to invest and how much I have to save for my future.

  • Prasanna Reddy

Exceptional financial advisor for mutual funds! Proactive, knowledgeable, and delivers impressive results. Highly recommended for personalized and effective investment strategies.

  • Karthik Nagarajan

Excellent customer service. I am truly honoured to be a Finsim.However, I'd like to thank the FinSim Raghu for making everything so simple and quick for me.

  • Nethra Anjanappa

For someone who couldn't save a penny, I'm doing it gradually now. Thanks to Raghu & his expertise, now I know a bit about financial services!

  • Bharath R

FinSim helps you to achieve your financial goals. I have attended the session which helped me to plan my finance. Very effective and helpful.

  • Vibhav Bobade

Openness, clarity, flexibility with funds and realistic outcomes are the basis of this relationship and it reflects in the real world well.

  • Nithin Dp

My one stop for all my financial decisions, Raghu helps in taking the correct decision based on the goals that you set on your finances

  • supreeth murthy

As the name suggests. Your finance will be simplified here! Please try and see for yourself.

  • pawan kumar

Raghu sir, thank you very much for explaining the importance of term insurance in our life.

  • Mohammed Ishtiaque

Can’t describe in words how good the finsim is, Best person to start your investment with.

  • pooja rao

Mostly reliable, great investment advices shared, mostly recommended. Thank you Raghu.

  • Archan Raj

Income, savings, investments and returns just one point Finsim. Thank you Raghu Sir.

  • Shunmugam U

Awesome person, single Stop for meaningful investment ideas ... Very truthful

  • Aananthan Ellappan

Right Guidance for investment decisions

  • Yashashree Mane
  • Gitanjali Fulwade
  • Pooja Khandelwal
  • Prakash Mishra
  • M Prasanna
  • Kumar Dhanwani
  • Sneha B.N.
  • wasim akram
  • Dilip Kumar
  • jaideep neogi
  • Mallikarjun D
  • Khushboo Singh
  • Kushal Varadaraj
  • Prashant Suresh
  • Ajay R

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