About FinPortal

India’s Focused Platform Simplifying Finance for Businesses & Corporates

Finportal is India’s only focused platform providing business support services for listed companies, growth-stage businesses, and corporates. Our team of chartered accountants, CFAs, and advisors offers a one-stop solution for taxation, accounting, investment, insurance, and beyond.

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Our Story

Our Journey

2011
Inception

Started with traditional CA practice, laying the groundwork for what would become a comprehensive financial services platform.

2015
Excelled

Became one of the leading loan liaisoning firms in Surat, building deep relationships with banks and NBFCs.

2018
Expansion

Added insurance and investment services, broadening the suite of offerings for growing businesses.

2020
COVID WFH

Recognized the importance of digital financial access during the pandemic, sparking the vision for a fintech solution.

2021
FinPortal Founded

Created a fintech product to bring all financial needs under one roof — taxation, accounting, investment, insurance, and beyond.

2025
Vision & Mission

Building a paperless digital solutions ecosystem that simplifies finance for businesses across India.

Our People

The Team Behind FinPortal

What We Stand For

Our Core Values

Trust & Transparency

We operate with complete openness. Every recommendation, fee structure, and decision is shared with clarity — because trust is built through transparency, not promises.

Technology-Driven

From paperless onboarding to real-time dashboards, we leverage technology to make financial services faster, smarter, and accessible to businesses of every size.

Client-First

Your growth is our metric. We align our success with yours, providing personalized solutions that adapt as your business evolves and scales new heights.