About our Company
Founded in 2023, Finance Square is a financial services company with a vision to help individuals and their families and corporates to achieve their financial goals.
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Company strongly believes the key to achieve financial goals are:
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1. Have a sound financial plan, following the financial plan with discipline and execution via investing in productive asset classes.
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2. Buy right, Sit Tight and Avoid Noise for the magic of compounding to do its work till the attainment of financial goals.
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3. What one retains after taxes is what matters, and hence, taxation of investments is another important factor that one must consider before investing.
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Our Founder
CA Kartik Jain
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Kartik started investing his own money in public equity markets at the age of 19 and found his passion in money management and understood how simple investment vehicles can create long-term wealth. He strongly believes that a person's income does not matter, but management of savings and investments in the right productive asset classes for long-term can create wealthy individuals and corporates.
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From the early age of 19, he started managing his family money, giving
investment advice to relatives and friends and scaled his family Assets Under Management (AUM) to newer heights. He feels privileged to have his real brother working in USA (NRI), which gave him practical exposure regarding NRI compliances and various other formalities required to on-board NRIs.
Kartik holds a Commerce Graduate degree and is a Chartered Accountant.
Beyond his professional pursuits, Kartik enjoys Football as a sport and is
an avid reader of stock markets, finance and business.
Our Brand Story
The arrow in the logo serves as a powerful symbol, representing Finance Square's commitment to guiding users towards wealth generation and
financial growth.
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Its minimal lines emphasize simplicity and efficiency, reflecting the business's process-oriented approach.
The logo represents a reliable and solid foundation for users to embark on their financial journey.
The meaning of the word "FINANCE SQUARE", is to "Square Up the finances" of the individual and corporates to help them achieve their financial goals.