Finnovate Financial Services operates as an advisory-led wealth management firm that provides investment solutions and portfolio management services. The company recently obtained a Portfolio Management Services (PMS) licence from the Securities and Exchange Board of India (SEBI) and intends to leverage that licence to broaden its offerings. It is investing in its mobile application and technology infrastructure to support scale and product innovation. The firm is also allocating resources to expand marketing and business development efforts. Management described advisory-led wealth management as central to its strategy and cited growing retail participation and financial awareness in India as tailwinds for demand.

Total raised

$2M

Funding rounds

1

Latest round

Series A

Latest activity

Jun 2026