Built on a Foundation of Absolute Integrity & Trust.
Integrity drives our personalized approach. From seamless wealth management to exclusive private opportunities, our advice remains strictly objective, ensuring every strategy is custom-built to accelerate your growth and secure your financial future.
Ethical Stewardship
An unwavering promise to prioritize your interests, ensuring every decision supports your long-term legacy.
Holistic Synergy
Seamlessly blending wealth management with exclusive investment access to create a unified financial ecosystem.
Bespoke Strategy
Moving beyond templates to deliver proactive, high-touch solutions tailored specifically to your unique vision.
Proven Expertise
A highly dedicated team, supported by our extensive network of trusted professionals,
“Our purpose is to help people and organizations dream bigger, move faster, and build better tomorrows for all.”
Dr. (Maj.) Prashant Kumar Singh Chauhan
We Bring the change you wish to see
Here's How We Got Started
The Begining
Our story begins in 1950, when John Doe founded our third-generation financial planning firm.
Acquisition
Finovate has been acquired by NM Holdings, LP, a financial services distribution company, to drive future growth and support ongoing mergers and acquisitions plans.
Partnership
Finovate has formed a partnership with Meks Capital Group, LLC, a financial services holding company, to drive continued growth through mergers and acquisitions.
Expansion
Finovate has been acquired by Move Holdings, LP, a financial services distribution company, to fuel future growth and advance ongoing mergers and acquisitions strategies.
We Always Put Your Interests First
Driven by a relentless focus on the ‘why,’ we integrate our services to uncover, design, and deliver outcomes that truly move the needle. We move beyond predefined templates to embrace a hands-on, collaborative partnership—working side-by-side with your teams to craft practical, end-to-end solutions uniquely tailored to your vision.
