Who We Are
An experienced team of industry professionals who continue to lead the way.
At Linac, we go beyond managing money — we craft long-term, purpose-driven pathways to financial freedom. With 20+ years of combined experience in banking, finance, and strategic planning, our expert team supported by seasoned CAs delivers personalized wealth strategies and sound tax solutions.
Serving over 500 clients, from young professionals to seasoned investors, we align financial decisions with life goals to make purposeful today, nurtured tomorrow.
Services
Comprehensive Solutions Across the Financial Landscape
Who We Serve
We Develop and Serve
Tailored Financial Solutions To
Legacy Builders
We craft calculated strategies for HNI that balances reward with risk, enabling them to build a legacy that lasts for generations.
Aspiring Leaders
We partner with high-performing leaders driven by ambition to build sustainable financial success and a desire to lead by example, inspiring others to emulate their journey.
Salaried Professionals
We support hardworking salaried individuals who are looking for smart, steady financial growth and security to achieve their future goals.
Business Owners
We partner with entrepreneurs to help them grow their wealth while ensuring strong, sustainable financial health for their businesses.
Retirement-Focused Investors
Through Our personalized solutions, we support individuals to ensure a well-prepared, confident journey into retirement that entails.
NRI – Living Abroad
Customised Investment Solutions for NRIs. Expert support that works around your schedule, across time zones, from KYC to NRE/NRO setup, via phone and digital platforms.
Why Us?
We offer, what truly fits.
At Linac Finserv, we create personalized strategies aligned with your goals and values, balancing growth with protection. Beyond advice, we offer evolving support and tools to build lasting wealth and a proud legacy.
What Sets Us Apart:
- Our personalized and purpose-driven strategies align with your life goals, not just market trends.
- Our diversified product suite is designed to meet your needs at every stage of your financial journey.
- We provide real-time access to your finances through smart, intuitive technology.
Our Team
Partner With The Right Team
Our Vision
We Aim to be the trusted partner empowering your journey to true financial freedom.
Our Mission
Our mission is to build lasting relationships and create sustainable wealth through purpose-driven strategies, personalized solutions, and deep market insight. With a client-first approach, we empower you to pursue financial freedom with confidence and clarity at every stage of life.
Insights
Hear Directly
From Finovate Experts
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Why Delay Costs
: Why Delay Costs -
Ab Zamana badal gaya hai
: Ab Zamana badal gaya hai -
Act Like a financial planner -Even if you are not one
: Act Like a financial planner -Even if you are not one
FAQ
Financial Planning FAQ’s
Common questions on financial planning and investing
What is financial planning & why is it important?
Financial planning is the process of managing your money in a systematic manner to achieve life goals; be it short or long term. It helps you stay prepared for the future and avoid financial stress.
What should a financial plan include?
A good plan covers your income, expenses & liabilities, savings, investments, insurance, tax liabilities and a road map for future goals like retirement, children education, house and vacations etc.
What is the ideal age to do financial planning?
The earlier, the better — even someone in their 20s can benefit from a plan; but it’s never too late to start. Because early start gives your money more time to grow and helps build better financial habits.
How can Linac help in doing my financial planning?
At Linac, we understand your specific needs, income sources and help you create a customized financial roadmap to achieve your goals using mutual funds, insurance, and other suitable products.
What is financial freedom?
It means accumulating enough wealth and income source to live the life in the way you want, without being worried about your liabilities and dependence on a pay check.
What are tailored financial solutions?
These are investment and planning strategies designed specifically for your unique goals, income, age, and risk preference — not one-size-fits-all.
Can NRIs can invest in Mutual Funds?
Yes, NRIs can invest in Mutual. NRIs need to comply with KYC requirements and other regulatory guidelines before investing.
Schedule consultation
Let’s Connect
Connect with our experts for a free consultation and tailored solutions.
Call us at +91 989-686-3883 or fill out our form, and we’ll contact you within one business day.