About Us

[About Us]

About Fundinsights

Our consistent, unequalled level of service gives our clients confidence that their financial affairs are handled with the highest level of competency. Our team experience promotes forward thinking, creativity and open communication and exhibits an atmosphere of enthusiasm and optimism, confirming our position as an integral part of a premier financial services firm.

Started Life insurance in 2007

Insurance is a means of protection from financial loss. It is a form of risk management primarily used to hedge against the risk of a contingent, uncertain loss. The amount of money to be charged for a certain amount of insurance coverage is called the premium.

Started General Insurance in 2009

Insurance other than ‘Life Insurance’ falls under the category of General Insurance. General Insurance comprises of insurance of property against fire, burglary etc, personal insurance such as Accident and Health Insurance, and liability insurance which covers legal liabilities. There are also other covers such as insurance for professionals, credit insurance etc.

Certified Mutual Fund Distributor - 2016

Investment is time, energy, or matter spent in the hope of future benefits actualized within a specified date or time frame. Investment has a different meaning in finance from that in economics. In finance, investment is buying or creating an asset with the expectation of capital appreciation, dividends (profit), interest earnings, rents, or some combination of these returns.

250

Happy Families

190

Happy Individuals

99 %

Happy Clients

[Services]

Services We Offer

We make money for you

Financial Planning

Our financial consulting services include providing assistance in preparing consolidated financial statements, management reports, budgets & forecast, and develop dashboards.

Life Insurance

We distinguish ourselves by providing individualized Life Insurance services that adds value to our clients’ priorities and businesses through improved mental peace and happiness quotient.

Mutual Funds

We have the breadth and depth of knowledge and technical expertise to help all clients who need support in identifying the right mutual fund plans as per client needs.

General Insurance

Our specialists in partnership with leading insurance companies in India helps our clients to identify the right insurance for their individual or business needs.

Goal Based Investing

90% of financial mistakes by individuals are made during the tax planning season.Use our tax planning tips to design a best tax saving plan

Tax Saving

Tax Saved in Money Earned. Tax planning is one of the most important aspects of personal finance. which forms an integral part of savings and investments.

[TESTIMONIALS]

Our Client Reviews

Our more than 10 years of rich financial planning experience gives us the edge over competition. Our ethical approach ensures the client satisfaction and thus their further trust in our services.

  • Client Image

    Mr.Ramesh work in fund management is excellent and dynamic in approach. I am a layperson with regard to financial management...His trust in this regard is blind faith to me and my family. Finances are something we are all concerned but relying on him is like relying on urself. He can do only best for me and I strongly and blindly recommend him for all your fund management. I strongly recommend him 100% for his very good insight based on your goals he plans everything so that you achieve the best satisfaction and long term benefits. Looking forward to more and more works associated with him as he is a fantastic human being to be associated with.

    • Srivani Nerella
    • Krivan Koncept -CEO
  • Client Image

    Mr.Ramesh Notani (Fund Insights Investment) work in fund management is excellent and dynamic in approach. Finances is something we are all concerned but relying on him is like relying on urself. He can do only best for me and I strongly recommend him for all your fund management. I strongly recommend him 100% for his very good insight based on your goals he plans everything so that you achieve the best satisfaction and long term benefits.  

    • Ashish Sharda
    • Paridhi Ispat - CEO
  • Client Image

    If you are looking for a Quality Wealth Management company/person who will address to all your investments/insurance/loan related queries and will also help you build a strong portfolio- the first name come to my mind is Fund Insights Investment There are multiple people/companies in the market giving thesis on investments, however, what's lacking is a personal touch. Mr Ramesh Notani comes with over 14+ years of experience in this industry, also curiosity to be updated in the market knowledge and willingness to share the insights is what makes him different from the rest of the world. I have taken multiple policies from him and today, Mr Ramesh Notani is a known name in my friends & family circle due to his subject knowledge and professionalism. I wish Fund Insights Investment, all the best in their future endeavours. Happy Client Mayank Harodia Pragati Media Solutions Hyderabad's Leading Advertising Agency
    • Mayank Harodia
    • Pragati Media Solutions - Co-Founder
  • Client Image

    I, Kaushal Kishore Ramani from Radha Madhav Srighar Kendra, Vrindaban would like to appreciate and put on record that the Service given by Mr Ramesh Notani was excellence. We were overjoyed by our involvement of working, we were very delighted with his proficiency and commitment he showed towards his desire and his judgment for specifics. I would like to heartily appreciate and express my gratitude for such an amazing service rendered by Fund Insights Investment  I will recommend to all my business friends and family. I wish him great success in his endeavours and may he scale great heights.

    • Kaushal Kishore Ramani
    • Radha Madhav Srighar Kendra - Co-Founder

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