COMPANY PROFILE

AMFI-Registered Mutual Fund Distributor

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Company Profile

HCL Fintech is a diversified financial distribution company with more than 20+ years of experience in the field of financial service and product distribution, Our competency lies within our experience, Expertise and Education in the field of finance and investment solutions.

At HCL Fintech, we offer wide array of financial products in Mutual Funds, Portfolio Management Service (PMS), Alternate Investment fund (AIF), Life Insurance, General Insurance, Fixed Deposit and other customised products that are also personalised. Our aim is to create delightful Investing experience through our well researched solutions that aims to assist our clients in their wealth creation journey.

We currently serve more than 1000+ families and our engagement is growing due to our sincere dedication, comittment and focus towards client’s achievement.

Our Core pillars of strength lies in our

Expertise

Investing is not easy and so do we believe. Our association with more than 25+ OEMs makes our knowledge in the field of investment un-parallel. We have built product level expertise and skill set that no one in the industry claim to have acquired. We also have Industry leaders in our panel that make our expertise in this field of Investment and Solution an unique one

Experience

In finance and investment, lot more is achieved through Experience over age. Experience teaches us lot more and as Howard marks, Founder of OAKTREE CAPITAL rightly said “Experience is what you got when you didn’t get what you wanted”. Our long association in the industry has empowered us with experience that we bring into the relationship and this is what creates a Delightful Investing experience.

Education

Capital Markets in India is extremely regulated and right knowledge, education and affiliation is important to remain compliant with the regulatory norms. We are adequately certified and we have extremely experienced and talented adviser who keeps our education and knowledge level up to date on industry, compliance and client engagement.

Our Mission

Our mission is to create a delightful investing experience through our professionalised, customised and personalised investment solutions and create 5000+ financially independent families.

Our Vision

Our vision is to create financial empowerment to every families that we meet, come across and engage in our journey