📦 Products & Services - Finbees Wealth
Smart Products. Smarter Guidance.
At FinBees, we don’t just distribute financial products—we help you select the right ones with confidence. Our mission is to simplify wealth management through a carefully curated suite of investment options and personalized support that aligns with your financial journey.
🏦 Investment Products.
🛡️ Insurance Solutions
Protection-led financial planning :
Life Insurance (Term, Endowment, ULIPs)
Health Insurance (Individual & Family).
Critical Illness and Personal Accident Policies.
💰 Fixed Income Options
Stable returns for conservative investors:
Fixed Deposits (Company & Bank FDs)
Bonds (Government, Corporate)
Post Office Savings Schemes
🟩 Mutual Funds
Diversify your investments with equity, debt, hybrid, and ELSS funds from India’s top AMCs :
Systematic Investment Plans (SIPs)
Lump sum investments
Tax-saving ELSS (80C benefit)
🧓 Retirement & Pension Plans
Long-term solutions to ensure post-retirement security :
National Pension Scheme (NPS)
Annuity Plans
Retirement-focused mutual funds
🧩 Free Advisory Services
🧩 Free Advisory Services
1. 📈 Portfolio Planning & Optimization :
Custom asset allocation and periodic rebalancing to keep your wealth on track.
2. 📊 Risk Profiling & Suitability Analysis:
We assess your financial situation, risk appetite, and time horizon before recommending products.
3. 📅 Tax Planning Support:
Align your investments with your tax-saving needs without compromising returns.
4. 📉 Product Performance Review:
Get unbiased reviews of your existing portfolio to identify gaps or better alternatives.
5. 👨👩👧👦 Goal-Based Investment Advisory:
Plan for life goals like children’s education, home purchase, or retirement with dedicated strategies.
🎯 Our Approach: Advisory First, Product Second
As distributors, we are product-agnostic—our focus is on selecting the right combination of investments that are in your best interest. We partner with reputable institutions, ensure regulatory compliance, and operate with transparency.
Disclaimer
FinBees Private Limited is a registered Mutual Fund Distributor (ARN341252) and Portfolio Management Services (APRN07249) Distributor. We distribute financial products and may provide general or incidental advice as part of the distribution process. However, we are not registered investment advisors (RIA) with SEBI, and hence we do not provide fee-based or personalised investment advice.
All investment decisions should be made at the investor’s discretion after reviewing the scheme-related and other relevant documents carefully. Mutual fund and market-linked investments are subject to market risks; past performance is not indicative of future results.
Explore our all Services
Investment
- Mutual Fund – Lumpsum/SIP
- Stocks – Equity/PMS/AIF/Small Case
- Hybrid Products- Structured Products/ MLDs
- Digital Gold
- Any Other
Protection
- Life Insurance
- Health Insurance
- General Insurance
- Any Other
Finance
- Home Loan
- Peronal Loan
- Corporate Finance
- LAS
- Business Loan
- Any Other
Other Services
- KYC Assistance
Free Portfolio Health Checkup by CWM certified expert.
Free Financial Planning Consultation From a CFP Certified Expert.
Investment Planning
Tax Planning
Retirement Planning
- Goal-Based Planning
- Any Other