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Wealth Management for the crème de la crème.

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Accepting only 50 elite investors in Cohort-I.

The Exclusive Suite

Wealth management expertise to secure a position among the top 1% with

Personalized Attention

Holistic Wealth Management

Dedicated Support

Why Reserve?

Superior investment experience for the select few.

We are Xtremely Selective

Less intakes, more attention. We intake a limited number of elite investors in each cohort to ensure that their wealth gets 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 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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Minimum Eligibility

Essentials to be a part of this coveted club.

Over 30 lakhs of Investible Surplus

Over 5 years of Investment Horizon

Preference Criteria

Jump the queue with the following attributes.

High Net Worth & History of Wealth Accumulation

Referral by an existing member of Reserve

FAQ’s

Common questions to know Reserve better.

How does Reserve work?
Reserve is a dedicated wealth advisory service that onboards a limited number of elite investors each year and manages their wealth on all fronts from goal planning to investment action plan and more.
How much returns can I expect from Reserve?
Reserve is a personalized wealth management service designed to suit your needs. The returns delivered won’t be standard but rather in line with your goals and risk appetite.
Will Reserve invest on my behalf?
No. Reserve will provide you a detailed plan including where, how and when to invest, including schedule, rebalancing, redemption and a step-by-step guidance in investing. However, the money stays with you and has to be invested by you, preferably in consultation with us.
What is the fees for Reserve?
The fees for Reserve’s wealth management service will be 1.5% p.a. for the first year and 1% p.a. thereafter. All fees shall be payable semi-annually. You can find more details in the spreadsheet you’ll receive on successful admission to the cohort.
Do I have to pay upfront?
On successful admission to the cohort and upon completion of all administrative formalities, you will be required to pay the fees upfront. The payment of the recurring fees shall be due semi-annually, to be paid upfront.
How much time will it take to prepare my investment plan?
The time frame shall depend entirely on your financial profile, goals and existing investment plan. However, it may not take more than 10 days to deliver you an initial plan of action.
How frequently will my portfolio be reviewed?
Your portfolio will be reviewed when we onboard you and are done with the formalities. Subsequent reviews will be done after quarterly results and also every six months of the commencement of service. We might also review it in case we find lucrative opportunities or potential threats.
Where does my money get invested?
Your money gets invested in multiple asset classes based upon your profile, goals and risk appetite. It includes active mutual funds, insurance plans, pension & provident funds, bonds & FDs, and saving schemes. Owing to unreasonable risk-to-reward ratios and our preference towards capital safety, we refrain from stocks, cryptocurrencies, real estate, etc.
Does my investments have a lock in period?
We recommend you to stay invested for the long-term, i.e. at least 5 years. But the lock-in period of each of your investments shall depend upon your requirements and terms of the respective asset class, if any.
How can I contact you if I have any questions?
You can always count on our customer support by mailing us at reserve@finology.in and on the commencement of the service, You will also be assigned a personalized relationship manager & contact number.

About Finology Reserve

Reserve is the Investment Advisory service provided by Finology Ventures Pvt. Ltd, a SEBI registered investment adviser (INA000012218). This service allows emerging and established HNIs to attain their financial goals through personalized wealth and investment management solutions

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. Apart from being client-centric, Reserve is also holistic due to the reason that it offers multiple allied services that make a financial advisory solution wholesome.

SEBI Registered Investment Adviser Details :

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. Apart from being client-centric, Reserve is also holistic due to the reason that it offers multiple allied services that make a financial advisory solution wholesome.

Registered Name : Finology Ventures Private Limited

Type of Registration : Non-Individual

Registration No : INA000012218

Validity : Dec 17, 2018 - Perpetual

Registered Address : Finology Ventures Private Limited , D 135, Sector -5, Devendra Nagar, Raipur, Chattisgarh, 492004

Telephone : 9109999501 | Email : support@finology.in

Corporate Office : Finology Ventures Pvt. Ltd, 3rd Floor, City Centre Mall, Raipur, Chattisgarh, 492001

Principal Officer : Aditya Agrawal | Email : aditya.a@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

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.

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 “Select by Finology” or any other distribution product of the company or its group companies-

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 manner specified above, then in that case the company (including its group companies) have the sole right to decide upon stopping any one service immediately.

Reserve is a product of Finology Ventures Private Limited | © 2023 All Rights Reserved

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