Invest Wisely,
Harvest Prosperity,
SECURE
38 Cr+

Portfolio Amount

500 +

Clients

40 +

AMC

17 %

Average Profit

About Us

Flip Coin Investments (FCI) is a first of its kind Financial Consultant service provider based out of Bangalore which aims at providing personalized, innovative and profitable Financial Solutions for our Clients who have dynamic needs with their investments. We personally focus on providing tailor-made services based on financial goals of clients. We believe in quality and ensure that our clients are provided with all possible option to invest with confidence. Our aim is to progress with our customers to fulfill their financial goals.

Flip Coin Investments has a team of qualified professionals which include certified financial planners and investment advisers. We are distinct by our commitment in delivering excellent services, always of the highest quality to our clients.

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Our Mission
& Vision

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Vision

To be the most referred financial consultant brand, trusted partner and provider of innovative solutions for growing and protecting wealth.

Services

PORTFOLIO MANAGEMENT SERVICES

It involves a customized approach to investing based on the client's financial goals, risk tolerance, and investment preferences. PMS tailors an investment strategy to meet the specific needs and objectives of the client. Portfolio managers use diversification and asset allocation strategies to spread investments across different asset classes (stocks, bonds, etc.) and sectors. PMS typically requires a minimum investment amount. In essence, Portfolio Management Services is a comprehensive and individualized investment management solution where professional portfolio managers actively manage a client's investment portfolio to achieve specific financial goals and optimize returns based on the client's risk profile.

FINANCIAL PLANNING SERVICES

It involves a holistic approach to managing an individual's financial life. By addressing various aspects such as budgeting, investments, insurance, taxes, and estate planning, financial planners aim to create a comprehensive and tailored strategy that aligns with the client's financial aspirations and circumstances. At FCI, the financial planners work with clients to identify and define their financial goals. These goals can include buying a home, saving for education, planning for retirement, or building an emergency fund. We also educate clients about various financial concepts, investment options, and the potential risks and rewards associated with different financial decisions. This empowers clients to make informed choices about their finances.

TAX PLANNING SERVICES

Our team of qualified CA’s help clients minimize tax liabilities through strategies such as tax-efficient investing, utilizing tax-advantaged accounts, and taking advantage of available tax deductions. Effective tax planning is a year-round process. We provide ongoing guidance and updates to adapt to changes in tax laws, financial situations, or life circumstances.

INVESTMENT ADVISORY SERVICES

Investment advisory services are designed to provide professional guidance and expertise with regards to the stock market and other investment instruments. The ultimate goal is to help clients achieve their financial objectives while managing risk and maintaining a diversified and well-aligned investment strategy.

Team

Dhwani Shah
Ms. DHWANI SHAH
Co-founder, CEO
Dhwani Shah, MBA in Finance, MFD, is a young and dynamic visionary having over 10 years of experience in stock market. She is specialized in Financial Planning and equity research. Her proven leadership skills, communication skills and subject matter expertise makes her a strategic and enthusiastic entrepreneur. Dhwani being an excellent orator has conducted various seminars and workshops in organizations across Bangalore to instil the awareness of Finance from industry point of view. With the perfectionist and her go-getter attitude, Dhwani aims of making FCI a leading Financial consulting and Financial Training brand.
Manish B
Mr. MANISH B
Co-founder, COO
Manish Bhagat, MBA in Finance, MA(Economics), MFD, has a vast experience as financial planner and Investment Advisor. Manish advices FCI clients to invest their money on the right kind of assets based on their goals. His excellent financial planning skills and tax planning skills provides clients with tailor made solutions that help them create wealth and successfully achieve their financial goals as well as tax savings. He is the key personnel managing HNI clients at FCI. With this positive and highly knowledgeable attitude in the industry, his vision is to make clients financially secured and build a long term relationship with FCI.
Anmol Sharma
Mr. ANMOL SHARMA
CTO
Anmol Sharma, B.Com (Computer Application), BA (Economics), has vivid experience of over 15 years in managing technology, robotics and process automation. He also specializes in fundamental analysis and provides our clients with precise stock advisory. His strategic leadership combines technical expertise with a deep understanding of business objectives. His role at FCI is critical in driving innovation, ensuring the effective use of technology, and contributing to the overall success of the organization. Anmol is a key executive responsible for overseeing the technological direction of a company.
Harsh Shah
Mr. HARSH SHAH
MARKETING & SOCIAL MEDIA STRATEGIST
Harsh Shah, BBA (Marketing), is a key architect in designing and implementing effective marketing initiatives. He blends analytical skills, creativity, and a deep understanding of the market to drive the company's growth and success. Harsh is like a captain and a storyteller for a company on the internet aiming to make a positive impact on the prospective clients. He looks after the on-boarding of clients and is known for his PR and relationship building skills among our clients.
Akshay Bothra
Mr. AKSHAY BOTHRA
HEAD OF DELIVERY & CLIENT RELATIONSHIP
Akshay Bothra, MBA (Marketing), manages delivery and customer relationship for FCI. His experience of 12 years in the field of marketing and sales helps in gaining a deep understanding of client requirements and expectations. His key role is to address client concerns, issues, or challenges in a timely and effective manner. Akshay is responsible for overseeing the successful delivery of products, projects, or services to clients. He aims on building and maintaining positive relationships with clients.

Advisory Team

Mr. Deepak Bagadia

Chairman Emeritus

Mr. Deepak Agrawal

CA, Corporate Advisor

Ms. Vinitha Ojha

Marketing Advisor

Ms. Khushboo

Media Consultant

Mr. Shivanand

Life Insurance Advisor
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