Financial Art to Create Wealth

Page Title


About Firm

Finnart Financial service has been founded by Mr. Kapil Patel in the year 2004, who is a self-made successful entrepreneur, from being an Electrical Engineer graduate serving in multi-national companies to being the founder of Finnart he has come down a long journey of struggle, hard work & persistence which includes setting up his first office at Bardoli and with the help of his intellects & skills in investment business he drew more clients which led extending the business with a new branch in Surat itself. Today Finnart has grown much better from the day it was founded & is serving 1500+ clients with AUM of 150+ Cr.

Company Profile

Our Mission

Providing the best suitable financial products & solutions to the client after understanding their needs so that they will have better, reliable & strong financial future.

Our Vision

For 15 years we have remained true to our vision of putting clients’ interest first. We are passionate to be the most trusted financial firm by managing portfolios of new & existing satisfied clients by 2025.

Our Mantra

Creating wealth by managing risk.

Our Principles

Finnart's logo reflects the company’s three core ideas : Trust, Growth & Commitment.

The essence of nature is one of trust over the span of time. The blue leaves are associated with trust as you would have in Blue Chip Companies. Such is the trust that is developed within our clients about our company, our people, our methods & their entrusted financial future & security.

The yellow leaves depict the growth of well-managed portfolios over, even the blue leaves. The art of Finnart's ability to lucratively navigate through the thick forest of wealth creation is in the name & in the lush the leafage of the logo.

Tree trunk supports & nourishes the growth of the entire tree. Our logo depicts the trunk as a likeness of a person who is committed to supporting & nourish the financial growth of our clients.  The lower limbs of the likeness represent the roots that are needed to seek out the perfect nutrients to make the entire tree flourish; & so too is the broad reach of Finnart's experts are committed to exploring all avenues of wealth growth & security for the financial freedom of our clients.

Our Team

Kapil Patel

Founder & CEO


Mr. Piyush Panwala

Key Account Manager

Mr. Brijesh Kalegar

Chief Revenue Officer

Ms. Maya Bhakta

Key Account Manager

Mr. Chirag Prajapati

Office Operation Manager – Investment

Ms. Vikita Shah

Business Development Executive

Ms. Trupti Gajjar

Business Development Executive

Ms. Richa Panchal

Operation Executive – Insurance

Ms. Nirali Padaliya

Research & Operation

Mr. Priyesh Patel

Operation Executive – Insurance