Finology Recipe
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Wealth Creation for the crème de la crème.

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The Exclusive Suite

Prime investment experience for the select few.

Personalised Attention

Wealth
Creation

Prime Support

Why Reserve?

Hallmark of trust and experience for growing your wealth.

We are Xtremely Selective

Less intakes, more attention. We intake a limited number of elite investors in each cohort to ensure that their investments get the attention that it deserves. We follow an extensive selection criteria and onboard eligible applicants who mirror our ideology.

We are Risk Averse

Nothing at the cost of invested capital. We prioritize capital safety over anything else to the extent that we refrain from penny stocks, cryptos and other risky investments. We believe that picking good opportunities in moderately conservative instruments and staying invested for long can compound wealth are far better than trying to outsmart everyone.

We are Process-oriented

We prioritize higher risk-adjusted returns. That’s why we follow the research framework of identifying industries with clear earnings visibility and tailwinds, followed by selecting companies with a quality business model, consistently robust financials, ethical management, reasonable valuations and adequate safety net.

We are Independent

Unlike our peers, we aren’t associated with any other financial institutions. We assure you that our processes are transparent and all investment solutions offered are entirely based on our research and their suitability to the client’s profile.

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Preference Criteria

Jump the queue with the following attributes.

Fresh capital of ₹10 lakh
or more

Over 5 years of investment horizon

Serious & long-term
investors

Referral by an existing member of Reserve

FAQ’s

Common questions to know Reserve better.

How does Reserve work?
Reserve is a dedicated investment advisory service that selectively onboards a limited number of elite investors each year. It manages your capital with personalised assistance focused on long-term wealth creation.
How much returns can I expect from Reserve?
Reserve is a personalised investment advisory service designed to suit your needs. The returns delivered won’t be standard but rather in line with the purpose of wealth creation as per your risk appetite.
Will Reserve invest on my behalf?
No. Reserve will provide you with a detailed plan, including where, how and when to invest your capital with guidance on its execution. The money, however, stays with you and has to be invested by you, supposedly based on the advice.
What are the fees for Reserve?
The fee for Reserve’s investment advisory service is ₹30,000 for a period of six months. This includes delivering a detailed investment plan for the capital committed aligned specifically to your risk profile for long-term wealth creation.
Do I have to pay upfront?
On successful admission to the cohort and upon completion of all the administrative formalities, you will be required to pay the fees upfront for the investment capital introduced.
How much time will it take to prepare my investment plan?
Upon completion of onboarding, the time frame will depend on your financial risk profile and identifying the most suitable investment options. It can take up to 7-10 working days to devise a comprehensive plan of action.
Will my existing investments be considered and reviewed?
Our Reserve service is focused on investing fresh capital and does not include reviewing or managing existing portfolios. However, we're here to assist with your fresh capital for wealth creation.
Where does my money get invested?
Your money gets invested in diverse asset classes based on your profile and risk appetite. It includes stocks, mutual funds, gold, FDs, bonds, government saving schemes and more. Owing to unreasonable risk-to-reward ratios and our preference towards capital safety, we refrain from cryptocurrencies, real estate, penny stocks and such extremely volatile assets.
Do my investments have a lock-in period?
Our service does not have a lock-in period. However, we recommend a long-term investment of at least 5 years to fully realise the potential of our services. The lock-in period for individual investments, if applicable, will depend on your specific requirements and the terms associated with each asset class.
When should I sell the recommended securities?
We recommend holding the securities long-term unless a major fundamental issue arises. In case any significant development requires selling, we will notify you promptly.
How can I contact you if I have any questions?
We are available to assist you with any inquiries at support@finology.in. Please feel free to reach out to us via email at any time.

About Finology Reserve

Reserve is the Investment Advisory services provided by Finology Ventures Pvt. Ltd, a SEBI registered investment adviser (INA000012218). This service allows an individual to grow their wealth in a sustainable and practical manner.

Why Reserve?

Advisory services in India are in a nascent stage and to some extent, sub-optimal. The primary reason is the blind chase of returns, which in a way, makes advisors compromise their principles and offer only things that seem lucrative. However, Finology’s Reserve is a whole different ballgame. The utmost priority at Reserve is capital safety and that is why, there would be no instance of putting the client’s capital at risk just to generate a tad bit of alpha.

Who should use Reserve?

Anyone having assets worth at least 10 Lakhs of fresh capital and willing to invest for the long-term horizon say 5 years or more, can opt for Reserve. Irrespective of whether the individual has been investing previously or wants to start investing, this service is equally suitable. Someone desirous of building their wealth in the long term can get a personalised investment plan designed by a professional and extract the most out of the Reserve.

SEBI Registered Investment Adviser Details :

Registered Name : Finology Ventures Private Limited

Type of Registration : Non-Individual

Registration No : INA000012218

BASL Membership ID : 1565

Advertisement Approval Number: 13622

Validity : Dec 17, 2018 - Perpetual

Registered Address : Finology Ventures Private Limited., 4th Floor, Avinash One, VIP Road, Opposite to Magneto Mall, Raipur, Chhattisgarh- 492001

CIN: U74999CT2018PTC008679

Telephone : 9109999501 | Email : reserve@finology.in

Corporate Office : Finology Ventures Pvt. Ltd, 4th Floor, Avinash One, VIP Road, Opposite to Magneto Mall, Raipur, Chhattisgarh, 492001

Principal Officer : Pranjal Kamra | Email : pranjal@finology.in | Phone : 99816-91677

SEBI Local Office :

LIC Complex, Jeevan Bima Marg & Pandri Road, Devendra Nagar, Raipur, Chhattisgarh, 492004.

Disclaimer & Disclosure :

FINOLOGY RESERVE is an Investment Advisory Product offered by the Investment Advisory Division of Finology Ventures Private Limited.

Investment in the securities market are subject to market risks. Read all the related documents carefully before investing.

Your relationship with the Company will be governed by the Investment Advisory Agreement signed with you and the terms of use of this site.

The Investment Adviser shall not incur any liability by reason of any loss, which a client may suffer by reason of any depletion in the value of the assets under advice, which may result by reason of fluctuation in asset value, or by reason of non-performance or under-performance of the securities/funds or any other market conditions.

Registration granted by SEBI, membership of BASL and certification from NISM in no way guarantee the performance of the intermediary or provide any assurance of returns to investors.

In terms of the regulatory requirements, you as a user can either avail our investment advisory services or distribution/facilitation services and not both. The Company shall make all endeavours to ensure segregation of the advisory and distribution activities by not offering both to the same user by placing appropriate post-login disablement/accessibility blocking checks on the website.

However, as a user, it is your responsibility not to subscribe to / avail the advisory services of this platform in case any of the following is a user of our group company’s product “Finology Select” or any other distribution product of the company or its group companies-

  • You yourself;
  • Your dependent family member (i.e. your spouse, parents or children who invest using your money); or
  • Family members on whom you are dependent (i.e. spouse, parents or children whose money you invest)

At any point in time, if it is found that you have been availing services of “RESERVE” and “SELECT” or any other distribution product, together in any of the manners specified above, then in that case the company (including its group companies) have the sole right to decide upon stopping any one service immediately.

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