Nehal Mota, Co Founder - Finnovate

Nehal Mota, Co-founder of Finnovate, is a successful financial services professional with close to 20 years of industry experience under her belt. She is known among her peers for her passion, non conformist attitude & resilience. She is a B.Com, MBA and has completed her MDP from IIM Indore. Finnovate is India’s first end-to-end ecosystem to manage your financial life and reach Life Goals. In a way of explanation- Finnovate is a wealth tech platform which offers unbiased holistic personalised financial planning and investment solutions to working professionals, high-networth individuals and families. · Finnovate is a Financial Fitness Management company that uses a hybrid tech+advisory model to enable busy professionals reach their financial fitness goals by focussing on all aspects of their financial health - Budgeting, Risk and Investments · Our expertise lies in helping clients build a holistic perspective of their financial fitness needs throughout their lifetime, and thereafter partnering with them to · Build their personal FinnFit plan that would help them achieve their lifelong financial fitness. · Choose research backed investments across diverse asset classes, suited to their personalised plan · Implement the plan seamlessly using our dedicated service team · Monitor Portfolio real time on FinnTrak · Review and Rebalance portfolio based on changing life circumstances & dynamic Financial Markets and therefore · Funding: A round of approximately $1 million in 2022.