Built on the legacy
of Mr. Arindam De
Combining 35+ years of generation-spanning trust with systematic portfolio optimization and machine learning diagnostics to accelerate your growth.
The Certified Human Touch Behind Data Precision
Arijit De
SEBI-Certified MFD & SIF Distributor
Carrying forward 35+ years of family distribution legacy started by Mr. Arindam De in 1989 with modern computational portfolio intelligence.
Why Relationship-Driven Distribution Matters
In an era dominated by cold robo-distribution apps and generic automated suggestions, your hard-earned wealth deserves personalized, relationship-driven human stewardship.
We bridge the gap between human empathy and data precision. By standing by our clients through decades of market turbulence, recessions, and regulatory shifts, we prioritize multi-generational trust and structured planning over short-term transactions.
we offer something no app can replicate — 35 years of relationship-driven expertise combined with modern portfolio intelligence, goal-based planning, and technology-backed analysis.
Know What Kind of Investor You Are
Are you a Conservative Protector, a Strategic Compounder, or an Aggressive Visionary? Take our 2-minute diagnostic to analyze your risk preference and uncover the asset allocation engineered for your lifecycle.
Aggressive Tiger
Optimal FitAnalyze Your Portfolio in Real-Time
Get a comprehensive overview of your investment health. We measure your portfolio across 5 core regulatory and performance dimensions to systematically eliminate leakages and optimize returns.
Goal Alignment
Matching assets to lifespan horizon
Asset Allocation
Optimal equity, debt & gold balance
Diversification
Multi-cap risk dispersion index
SIP Discipline
Compounding consistency tracker
Fee Efficiency
Minimizing expense ratios
Portfolio Status: Well-calibrated. Fee drag is in the bottom 8th percentile of peers.
Precision Financial Calculators
Project systematic compounding, model recurring cashflows, optimize debt schedules, and visualize inflation-adjusted goals.
Daily Market Wisdom
Curated timeless investment principles to keep you grounded across market cycles.
Frequently askedquestions
Yes. Your portfolio health report is completely free.
Your score is calculated out of 100 across five dimensions: Goal Alignment, Asset Allocation, Diversification, Investment Discipline, and Portfolio Efficiency. Each dimension is evaluated against your age, financial goal, and investment behavior — not generic benchmarks.
No. Anyone can sign up, take the Investor Personality Assessment, and upload their portfolio for analysis
Absolutely. The platform analyzes any mutual fund portfolio regardless of where it was built — Groww, Zerodha, Paytm Money, or anywhere else.
We use a fixed Excel template with six fields: Fund Name, Investment Type, Start Date, Monthly SIP Amount, Total Invested, and Current Value.
Yes. Your portfolio data is stored on secure, encrypted servers with strict access controls. Your information is never sold, shared, or visible to other users. Only you and our team can access your data.
It's a 15-question behavioral assessment that identifies your natural investing style — not your financial knowledge. Based on your responses, you are classified into one of five investor archetypes: Tiger, Elephant, Deer, Fox, or Lion. It takes under 3 minutes and is completely free.
No. We do not provide stock recommendations, trading tips, or return guarantees of any kind. Our platform provides portfolio health report, goal-based planning, and structured distribution — all regulated under SEBI and AMFI guidelines.
You receive a Portfolio Score out of 100, three key insights specific to your portfolio, and the option to discuss your results with Arijit De directly through a one-on-one portfolio review discussion.
After your analysis, you can book a call directly through the platform by selecting your preferred time slot. Calls are available daily between 8:00 PM and 1:00 AM. You can also request a callback and we'll reach out to confirm.
FinAnalysis is built and operated by Arijit De — SEBI-certified Mutual Fund Distributor (ARN-273396) and SIF Distributor — backed by 35 years of AMFI-registered Mutual Fund distribution experience from his father, Arindam De. This is not a faceless app. There is a real, certified distributor behind every analysis.
Yes. A second opinion never hurts. Our platform gives you an independent, data-backed view of your portfolio health regardless of who manages it.
Your score is based on rule-based financial parameters and is reviewed by a certified distributor before being released to you. If you feel something is inaccurate, book a call and we'll walk through it together.
Currently, the portfolio health report engine is built for mutual fund portfolios. However, Arindam De's distribution services cover the full spectrum — Insurance, PMS, Fixed Deposits, PNB Housing Finance, and more. Reach out directly for anything beyond mutual funds.
Connect With Us
Drop us a message and we will get back to you shortly to analyze your portfolio.