Wealth planning
Goal-based roadmaps for families and professionals.
Finorix Capital
Wealth management for ambitious Indian families
Plan goals, invest with discipline and stay supported — Finorix Capital helps you grow and protect wealth with personalised guidance, mutual fund portfolios and attentive client service.
Wealth management · AMFI ARN 362612
About Finorix
Clarity, patience and personal attention
Finorix Capital Pvt Ltd is a New Delhi–based wealth management firm helping individuals and families plan, grow and protect their money with clarity and discipline.
Led by directors Arghya Sarkar and Rohit Pabreja (ARN 362612), we bring 8+ years of wealth-management experience and 20+ years of client-servicing excellence. We build goal-based plans and use mutual funds as a core investment building block — with transparent advice and attentive ongoing service for professionals, business owners and families.
8+Years wealth management
20+Years client servicing
ARN362612
How we work
From first conversation to ongoing reviews
01
Share your goals
Tell us what matters — retirement, education, a home, protection or long-term wealth.
02
Understand risk
We align time horizon and risk comfort so the plan stays realistic.
03
Build the plan
A clear plan covering goals, cash flows and recommended next steps.
04
Implement with care
KYC, SIPs and portfolios when you are ready — with paperwork support.
05
Review & service
Periodic reviews as markets and life goals change.
Services
How we can help
Planning, research-backed portfolios and attentive servicing — organised around your family’s goals.
Mutual fund portfolios
SIPs, lump-sum plans and goal-aligned schemes.
Investment research
Scheme and market research before you invest.
LAMF
Loan against mutual funds when you need liquidity.
Insurance
Protection cover aligned with your wealth plan.
Retirement readiness
Long-term corpus planning with disciplined investing.
Tax-aware investing
Structure investments with tax efficiency in mind.
Client servicing
Responsive support backed by 20+ years of experience.
Why families choose us
Guidance you can ask for — and stay with
Wealth management first
Goal planning, portfolio construction and ongoing reviews — organised around your family’s financial life, not a one-time product sale.
Registered & accountable
AMFI ARN 362612 with clear disclosures. Mutual funds implement the plan — explained in plain language.
Service that stays with you
20+ years of client-servicing experience means reviews, paperwork and questions get timely follow-through.
ARN 362612GST 07AAGCF6606C1ZXCIN U64199DL2025PTC456726New Delhi
Your advisor
The directors behind your wealth plan
Arghya Sarkar
Director
Director at Finorix Capital Pvt Ltd. Arghya works with families and professionals on clear wealth goals, disciplined investing and long-term financial planning.
Rohit Pabreja
Director · Wealth Advisor (ARN 362612)
8+ years in wealth management and 20+ years in client servicing. Rohit helps Delhi NCR families and professionals plan goals, build mutual fund portfolios and stay on track with transparent, relationship-led guidance.
Insights
View all articles
Practical notes on planning and investing
Featured
Start with goals, not products: a simple wealth plan
Good wealth management begins with naming your goals. Products — including mutual funds — come after the plan is clear.
24 Jul 2026
How SIPs fit inside a wealth management plan
SIPs are a powerful habit — but they work best when each SIP is linked to a real life goal.
Read article
21 Jul 2026
Retirement readiness: more than a single investment
Retirement planning is about lifestyle, healthcare buffers and a corpus you can trust — not chasing the highes
Read article
18 Jul 2026
Why ongoing servicing matters as much as the first advice
Markets change. Life changes. Wealth management only works when reviews and service continue after onboarding.
Read article
Frequently Asked
Questions families ask before starting
Is Finorix Capital a wealth management firm?
Yes. Finorix Capital Pvt Ltd provides wealth management guidance for individuals and families — goal planning, portfolio construction and ongoing servicing — with mutual funds as a core investment building block.
Do you also handle mutual funds?
Yes. Rohit Pabreja is an AMFI-registered mutual fund distributor (ARN 362612). Mutual funds are an important part of how we implement wealth plans.
How do I ask for your services?
Use the website form, WhatsApp 9811340338, or email info@finorixcapital.com. Share your goals and we will schedule a conversation.
Who do you typically work with?
Professionals, business owners and families in Delhi NCR who want organised wealth planning, disciplined investing and attentive ongoing service.
Is there any obligation when I enquire?
No. An enquiry is only a conversation about your goals. You decide whether to proceed after you are comfortable.
Private consultation
WhatsApp
Message us directly
Share your goals — we will guide your wealth plan
A short note is enough. Our directors review every enquiry personally and respond within one business day.
Call us
9811340338Email us
info@finorixcapital.comVisit us
J3/284, Kalkaji DDA Flats, New Delhi 110019
Map shows our registered office area in New Delhi.
Tell us how we can help
Share your goals and mobile number. We will call you back about a consultation.
Next step
Ready to plan, grow or review your wealth?
Send a short enquiry. No obligation, no product push on the first call.
