From Insurance to Mutual Funds — we curate the best financial product mix to suit your goals and secure your tomorrow.
Established in 2023, SI Finmart IMF Pvt. Ltd. is built on a foundation of over 15+ years of combined team expertise in guiding clients toward financial security.
With 500+ satisfied customers, we help you navigate a diverse portfolio of financial products — mutual funds, bonds, insurance, and fixed deposits — to build a strong and lasting net worth.
Our founding team brings together decades of on-ground experience across insurance, equity markets, and wealth management.
Core team members began careers in financial services — insurance advisory, equity broking, and wealth management across leading firms in India.
Deepened specialisation through bull and bear market cycles, advising HNI clients on portfolio diversification and risk management strategies.
Crossed 200+ client relationships with a focus on comprehensive financial planning across insurance, MFs, and equity markets.
Embraced digital onboarding, paperless policies, and online portfolio tracking to serve clients across India more efficiently.
Launched SI Finmart IMF Pvt. Ltd. — channelling 15 combined years of expertise into a single trusted platform for holistic financial guidance.
Serving hundreds of families across India with personalised financial plans, a mobile app, and dedicated specialist advisors.
We don't just sell products — we walk with you through every phase of your financial life.
We start with a deep-dive into your life goals — retirement age, children's education, home purchase, monthly income needs — and map them to a financial roadmap.
Using our risk questionnaire, we determine your ideal balance between protection, stability, and growth across insurance and investments.
No one-size-fits-all. We curate a personalised mix of insurance covers, SIPs, FDs, and equity that works together as a unified financial plan.
From KYC to policy issuance to demat account setup — we manage the entire process so you never have to deal with complicated forms or follow-ups.
Your life changes — so should your financial plan. We conduct annual portfolio reviews and proactively suggest rebalancing as your goals evolve.
When you need us most, we're there. Our team provides hands-on assistance during insurance claims, ensuring you get fair and fast settlements.
Navigate health insurance to find plans that protect your family without straining your budget.
Learn more →Ensure your loved ones are financially protected with life plans carefully matched to your needs.
Learn more →Comprehensive coverage for two-wheelers, cars, and commercial vehicles at the best available rates.
Learn more →Professional-grade fund selection aligned with your goals to systematically grow your wealth.
Learn more →Own a stake in India's growth story. We help you identify equity opportunities and navigate market dynamics.
Learn more →Guaranteed returns and capital safety. We compare rates across institutions to maximise your returns.
Learn more →Each member of our team is a domain specialist — not a generalist. You speak directly to the expert in that product area.
Securing your life after work
With 10+ years in retirement planning, Paritosh specialises in building inflation-proof retirement corpora using NPS, pension plans, annuities, and goal-based SIPs. He has helped 100+ families plan their financial independence.
Growing wealth, systematically
AMFI-registered Mutual Fund Distributor with deep expertise in goal-based SIP planning, fund selection, and portfolio rebalancing. Poonam has guided clients through every market cycle to achieve long-term financial goals.
Protecting what matters most
IRDAI-certified insurance advisor with expertise spanning life, health, motor, and general insurance. Kiran ensures every client has the right coverage without overpaying — and provides hands-on claims support when it matters.
The Indian equity market has delivered exceptional long-term returns. The Nifty 50 has grown from ~1,000 in 2000 to over 22,000+ by 2024 — a 22x return in 24 years, averaging ~14% CAGR.
*Past performance is not indicative of future returns. Data approximate. Source: NSE India.
Estimate your investment corpus, total returns, and wealth gain — toggle between SIP and Lumpsum modes.
Real experiences from people who trusted us with their financial future.
"SI Finmart completely changed how I approach financial planning. Paritosh helped me structure my retirement corpus so I can retire comfortably at 55. The clarity and transparency in their advice is unmatched."
"Poonam helped me start my first SIP at ₹5,000/month. Three years later, my portfolio is up 34%. More importantly, I now understand what I'm investing in and why. Truly a knowledge-first team."
"Kiran helped us get a comprehensive family floater health plan and term insurance — both in a single meeting. She handled all the paperwork. When my father was hospitalised, the claim was settled in 4 days."
"As a doctor, I trust evidence. SI Finmart showed me data, not just promises. They built a diversified plan mixing ELSS, index funds, and term insurance that perfectly suits my risk profile and goals."
"After retirement, I needed safe yet inflation-beating returns. The team structured a debt fund + FD ladder that gives me monthly income while protecting my corpus. Excellent service."
"I've worked with many financial advisors but never felt this level of personal attention. They call before renewal deadlines, review my portfolio quarterly, and are always available. Highly recommend."
A pure term plan offers the highest life coverage at the lowest premium. Here's why every earning individual needs one before any other investment product.
Both SIP and lumpsum have their merits depending on market conditions and your financial situation. We break down the pros, cons, and ideal scenarios for each.
With the Nifty at record levels, many investors are wondering whether to book profits or stay invested. Our market analysis gives you a data-driven perspective.
With healthcare costs rising 10–15% annually, choosing the right family health plan is critical. We review the top plans across cashless network, claim settlement ratio, and value.
We act as your financial intermediary, connecting you with a curated range of insurance and investment products. From protecting your assets with insurance to growing wealth through mutual funds and equity, we build holistic product mixes suited to your life goals.
Our initial consultation is completely free. We are remunerated through distributor commissions from product providers — a model that ensures our advice is always aligned with your best interests.
We specialise in Life Insurance, Health Insurance, Motor Insurance, General Insurance, Mutual Funds, Equity Shares, Fixed Deposits, and Government and Non-Government Bonds and Securities.
While we cannot guarantee specific returns on market-linked products, our advisors use risk assessment and diversified strategies to maximise growth while managing downside risk. Fixed-return products like FDs and Government Bonds do offer guaranteed returns.
Absolutely. We offer a free portfolio and insurance audit. We review your existing products, assess their fit with your current goals, and recommend additions, replacements, or consolidations where appropriate.
Simply book a free consultation via our contact form or call us directly. A specialist will reach out within 24 hours to schedule your first meeting — in-person or over a video call.
Yes! The SI Finmart app is available on Android. Search 'SI FINMART' on Google Play. The app lets you view your portfolio, pay premiums, track SIPs, and access financial resources on the go.
Absolutely. We follow IRDAI and SEBI data security guidelines. All client data is encrypted and stored securely. We never share your information with third parties without your explicit consent.
Our specialists are ready to answer any question about our services, products, or your financial goals.
Ask an Advisor Visit Contact PageAccess your entire portfolio, pay premiums, track investments, and get expert guidance — right from your smartphone.
SI Finmart IMF Pvt. Ltd., Delhi NCR, India
Search "SI FINMART" on Google Play
Mon–Sat: 9:00 AM – 7:00 PM
