We are a true blue financial portal
that puts people first.
that puts people first.
"It's not how much money you make, but how much money you keep, how hard it works for you, and how many generations you keep it for."
Robert Kiyosaki (author of Rich Dad Poor Dad)
At 5nance we believe in this philosophy of wealth planning, wealth creation and wealth sustenance over generations. We started our journey in 2010, with the mission to empower our clients to take complete charge of their finances and achieve their short and long term financial goals, by providing them direct, impartial, comprehensive, research and structured financial insights.
We knew that by aligning our Purpose, Values and Principles with our clients, without compromising their dreams, we could build something truly significant as 5nance. With that in mind, we set out passionately to deliver one of the most sophisticated financial products ever created in the financial space – Personalized Automated Advisor. We were the first to coin the word in the market in providing unbiased advice to our clients, considering the client’s surpluses and optimizing investments in due consideration of his risk appetite. We knew how to build a solution with the use of smarter technology that has enabled us to reach our clients through the secured channels of their choice. We have built an elegant client experience that replaces confusion with delight, and uncertainty with control.
With the help of our latest technology application, we touch lives of people every day by helping them to manage their money, and live their dream. We have redefined the Indian investment landscape, and continue to do so by just getting better day by day.
- OUR MISSION & VALUES -
We aspire to drive positive transformation of financial lives for individuals across all segments, bringing happiness and joy to individuals globally through financial stability and growth.
Our Leadership Team
As a client, you benefit from our leadership team’s unparalleled experience in the worlds of financial services and internet security.
Dinesh Rohira
Founder & CEO
Dinesh has over 20 years of experience in the Software Services Industry. He had been associated with Microsoft, IBM, HP and Microland in various capacities. He is responsible for overall business vision of 5nance. He is an Alumnus of VJTI Mumbai.
Ajay Arjit Singh
Founder & Chief Business Architect
Ajay has over 20 years of Sales and Marketing experience in Software Services Industry. He had worked with HP, Microland and Tata Honeywell. He is a gold medalist from NIT Jalandhar and Post-graduate from SCMHRD Pune.
Vivek Ghokhale
Co-Founder & COO
Vivek has been instrumental over 20 years in Technology Engineering and Sales in Services Industry. He had been associated with Intel and Microland. He completed his Graduation from VJTI Mumbai.
Dr. Chintan Vora
VP - Product Engineering
Chintan has over 15 years of experience in personal financial management, and worked with ICICI Bank, HSBC and ICICI Securities. With a post graduate degree in Finance and Marketing and a Doctorate (Ph.D.) in Management, he is a CFPCM and an alumnus of IIM – Calcutta.
Anil Chandnani
VP - Sales
Anil has over 15 years of experience in the Financial Sector. He has worked with Bajaj Allianz and Future Generali Life. He has done an MBA in Marketing and is a Certified Financial Planner from the FPSB Board in USA.
Abdul Shabdi
VP - Operations
Abdul has over 25 years of experience across the Financial Domain. He has been associated with Indiabulls AMC Ltd, ICICI Prudential and, Tata Share Registry Ltd. Having an MBA in Marketing from JBIMS, he’s involved in Customer Service, Business Development & Operations.
Deepak Kadam
Head-Technology
Deepak has over 25 years of experience in the Technological Sphere. He has worked with Nemi Pharma, Everett (India) Pvt. Ltd, SN Computers and Technocrat Solutions. He’s a Software Engineer from Aptech and a BCOM graduate
Our Qualified Team
Ahsan Waris
Chaitali Patil
Deepak Sawant
Fehmida Quairishi
Mudit Gupta
Parag Chitodkar
Prasad Kudtarkar
Rajendra Mangaonkar
Ravi Samsher
Sadhana Singh
Tshering Wangchuk
Vishal Sangoi
Seema Vyas
Trupti Dhuri
Sadik Ali
Zeeshaan Siddique
Ashwin Pandey
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Marisha Purohit
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Megha Lakhani
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Pratik Patil
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Priyanka Tiwari
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Harshal Kadam
Sameer Khanvilkar
Aditya Natalkar
Pratik Raut
Mayur Gami
Join us! Khushiyon ko rukne mat do.
KNOW MORE ABOUT 5NANCE
What is financial planning? How is 5nance.com better?
Financial planning is a process that provides you with (a) A scientific way to manage your finances. It helps individuals make calculated provisions to align their future goals and requirements. and (b) a personal goal plan that enables users to realize objectives for their future. 5nance makes use of an innovative financial planning software to analyze your existing portfolio and set up plans to meet those objectives. We offer financial planning tools and services like budgeting, investment planning, insurance planning, cash management, retirement planning and real estate planning.
Who is a financial planner? How can 5nance.com help you plan better?
A financial planner is an expert who advises users to manage money in a methodical manner. Our personal finance software plays the role of a budget planner and helps users plan their goals and make goal based investments. Our integrated financial accounting software helps users identify their financial requirements, present priorities, future needs and products that are most suitable to meet their needs. We provide tools that allow our users to create monthly investment plans, track spending patterns and optimize savings.
How does 5nance.com create an individual’s personal financial plan?
As a personal budget software, we take care of user’s money management needs such as budgeting, expenses tracking and savings optimization. You can expect comprehensive financial planning and best investment recommendations from our investor friendly portal. We provide real time portfolio tracking and put out timely alerts and research calls to optimize returns on their investments. Online automated advisory and services offered by us is absolutely free of cost. Users can make investment through our portal without incurring any expenditure.
How is 5nance platform different from others?
Like a personal budgeting software, 5nance.com offers a platform that enables users to go for budgeting, planning, advisory, portfolio tracking and investments in just few clicks. We allow users to link their bank accounts with our portal to facilitate ease of operation. Users can execute financial transactions and get prudent advisory at zero cost.
