Finvasia

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In Mohali, India, Finvasia is a Financial Advising & Planning company. The midsize agency was established in 2009. Their services include Financial Advising & Planning, Funding & Investment, and Accounting.

Client Insights

Industry Expertise

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Client Size Distribution

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Common Project Size

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Clients

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Highlights from Recent Projects

Overall Rating

5.0
1 Review

Finvasia was hired by Vertex Digital Media, a digital marketing and communications agency, to enhance its trading operations. The objective was to provide a stable, low-cost, and technology-driven brokerage infrastructure to support the agency's proprietary trading and investment strategies. The project involved a team of 6-10 Finvasia employees who provided end-to-end brokerage support. Key deliverables included multi-asset trading access, account setup, competitive spreads, dedicated relationship management, real-time reporting and analytics, and secure fund management. As a result, Vertex Digital Media was able to scale its trading operations efficiently while maintaining transparency and operational reliability. The agency found Finvasia through an online search and chose them for their high ratings, good value for cost, and alignment with the company's values.

Timeliness

5.0

Service Excellence

5.0

Value

5.0

Would Recommend

5.0