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.