Investment Services



At Finix One Finance, we believe smart investing is the cornerstone of long-term financial success. Our investment planning services are designed to help you grow your wealth with confidence and clarity. Whether you're focused on building a strong portfolio, saving for retirement, or securing generational wealth, our expert advisors provide strategic, data-driven guidance tailored to your financial goals, timeline, and risk tolerance. With access to diversified investment options—from mutual funds and stocks to gold and fixed-income instruments—we empower you to make informed decisions that align with your aspirations.


Our Investment Services




Mutual Fund Investments

Diversify your investment with our curated mutual fund plans managed by leading asset managers to balance risk and maximize potential returns.

  • Equity, debt, and hybrid funds
  • SIP & lump sum options
  • Professionally managed portfolios
Gold Investment

Add stability to your portfolio with our gold investment services, offering options in bullion, ETFs, and sovereign gold bonds.

  • Physical & digital gold options
  • Hedge against inflation
  • Long-term value preservation


Stock Investments

Unlock the potential of the equity market with customized stock investment strategies built around your financial goals and risk appetite.

  • Direct equity investing
  • Portfolio performance tracking
  • Risk-diversified recommendations


Grow Your Wealth with Confidence – Start Investing Today


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What Says Clients about our Investment Planning Solutions

Cassie A. Waiters

Finix One Finance helped me navigate the complexities of retirement planning. With their expert advice, I’ve been able to increase my savings and investments, ensuring I’ll have a comfortable and secure retirement. Their strategic approach to managing my portfolio has made all the difference!

Michael B. Posner

I wanted a more diversified portfolio, and Finix One Finance delivered. They not only helped me with stocks and bonds but also introduced me to gold investments and real estate opportunities. I now have a well-rounded portfolio that offers long-term stability and growth. I’m excited about my financial future!

Brian S. Vineyard

With Finix One Finance, I was able to set up a 529 plan that will grow with my kids’ educational needs. I’m thankful for their strategic approach, which helped me invest efficiently for their future education. The process was seamless and reassuring.