Frequently Asked Questions

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Account

How can I delete my Finology account?

Ah! This is something unpleasant to hear. We wish to serve you for decades. Still, if you feel Finology is not the right service, you can mail us at support@finology.in, WhatsApp us, or call us at 022-489-66660, and we will delete your account from our database.

What is the best way to contact you if I have questions regarding my existing orders?

For any issue or concern related to your existing orders, you can mail us at support@finology.in, WhatsApp us, or call us at 022-489-66660. 

Can I use Finology ONE subscription through mobile?

Yes, the system has been designed keeping in mind the various devices and platforms used to access the internet. You can use any device (including mobile, laptops) of your choice and convenience.  

How to signup with Finology/ How to create an account?

To create an account with Finology, follow these simple steps:

 

Step 1- Kindly visit the "Login" page

Step 2- Input your Name, Email ID, and Mobile Number in the respective column and then click on the ‘Sign up’ button

Step 3- Enter the OTP received

Step 4- Set up and confirm your password

Step 5- Click on Login to Finology

 

Voila! You have successfully signed up.

What to do if I am not receiving OTP?

We send OTP to the registered mobile number and Email address. You can use either one of them. Also, don't forget to check your spam folder (just in case). A common cause for this could be an improper network and different country codes. Make sure you have a good and stable connection.

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Subscription

Is there any restriction or age limit for using Finology One?

No, there is absolutely no restriction or age limit for using Finology One. 

What is the price of Finology ONE? Is it GST inclusive?

Finology ONE is a subscription-based platform that can be accessed with a subscription plan of Rs. 299/- per month inclusive of GST.

Is there any restriction or age limit for using Finology ONE?

No, there is absolutely no restriction or age limit for using Finology ONE.

Do I need any particular device or software of any kind to access the tools or platform of Finology ONE?

No, the system has been designed keeping in mind the various devices and platforms used to access the internet. You can use any device or browser of your choice and convenience.

What is Finology 30?

Finology 30 is our flagship stock research service where we pick 30 stocks for long-term investors.

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Payments

What payment modes are accepted on your website?

The mode of payment of fee shall be through NEFT/RTGS/IMPS/UPI or any other method that ensures traceability of funds, as permitted under SEBI regulations from time to time.

 

Please note: No fees shall be accepted in cash.
 

How will I get charged for my subscription?

We have an auto-debit feature and the subscription charges are charged at the start of each billing period. Please visit the “Subscription” section on your dashboard, if you wish to know your billing cycle or view payment history.

I am unable to make payment on your website, what should I do?

Your bank or financial institution must have declined the payment, or there might be network or connection errors, so we would suggest you try after some time.You can also try subscribing through a different payment method.

How can I change my Payment method?

In that case, you need to cancel your subscription and resubscribe from the different payment method.

Do you offer refunds?

Yes, we offer a 14-day hassle-free refund policy. If you feel the subscription isn't meeting your expectations, you can request a refund within 14 days of activation.
 

Simply write to us at support@finology.in regarding your refund request, and we’ll ensure it is processed smoothly.
Please note: Refunds are not applicable after the 14-day window.

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Recipe

What Is Recipe?

Recipe is Finology's wealth-building platform that includes tools to checkup your financial profile, goal calculators, dedicated stock research services and personalised investment advisory services.

What is your investment philosophy?

At the core, we prioritise capital safety in our investment analysis and recommendations. We recommend a stock only if it passes our in-house DEEPSCAN test, wherein we check if the company has the following characteristics-


D- Discount to intrinsic value (Reasonable Valuations)
E- Efficiency of business operations (Cost Advantage)
E- Ethical Conduct
P- Pricing Power (Strong Moat)
S- Scalability (Visibility of Earnings growth)
C- Competitive Landscape (Industry Projections)
A- Appropriate Safety Net (Risk Mitigation)
N- No Biases (Behavioral Safeguard)

What would you get in Finology 30?

Finology 30 is our flagship stock research service designed for long-term investors. Here's what all you get in Finology 30:

 

  • 30 Stocks for the long-term
  • Buy it Below price
  • Detailed Research Reports
  • Important updates
How can I add or change my financial inputs?

You can add or change your financial inputs in the Financial Checkup section. The ''Check'' button can be used to add your financial inputs and ''Recheck'' for editing them.

What is Financial Checkup?

Financial Checkup section in Recipe has a bunch of free tools that allow you to input your financial details and check what's missing. It includes checkup of your savings, investments, emergency, insurance, debt & risk profile.

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Ticker

What is Ticker?

Ticker by Finology is an equity research and company analysis tool. Analyzing stocks is a serious affair, and with Ticker, you get a one-stop destination for cutting-edge stock research. You get every information about stocks in Ticker making it Investing ka search engine. To know more, please visit here.

Where does Ticker source its financial data from?

Ticker sources its data from Accord Fintech services.

How frequently is the live data updated?

Ticker is quick! All data in relation to the corporate actions, annual reports, and shareholders' meetings are updated within just 15 minutes of the event.

Is Ticker useful for Intraday trading?

The Price data available in Ticker are delayed by 15 minutes. Thus, Ticker may not be ideal for intraday trading.

When is annual data updated in Ticker?

We take annual data from the annual reports of companies and not from the unaudited results present in the company's quarterly reports. This may cause a delay in updating annual results, but the data is 100% correct in these cases.

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Quest

What does Quest provide, and how will that help me?

Quest offers simplified, well-researched courses on finance and investing, designed to suit your learning pace. Whether you want quick insights or in-depth knowledge, you’re in control. Each course includes downloadable notes, flashcards for easy revision, and assessments to test your understanding—ensuring you not only learn but truly master the concepts.

Who can sign up on the website? Is there any restriction on the age limit?

There is no age limit for signing up on the website. The courses are designed to provide the subscribers with all the technical and practical aspects of finance and investing. So, beginner or expert, these courses can help anyone understand the essentials of investing & finance, with concepts that can be actually applied to real life.

Are there any free courses available on Quest?

Yes, Quest offers one free course to all users. The free course is titled “Analysing Warren Buffett’s Investing Letters.”

Will you provide a demo for your courses in Quest?

We do not offer any demo for our courses in Quest. At the same time, you could refer to free courses, which will give you a glimpse of how amazing we are.

Are the Quest courses in English or Hindi?

For your convenience and an effortless learning experience, Quest now offers amazing courses in English as well as Hindi.

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Select

What is Select? What does it provide?

Select is a free platform that helps you compare brokers and credit cards with ease. It offers detailed reviews, side-by-side comparisons, and helpful metrics so that investors and credit card users can make informed decisions.

 

You’ll also find unbiased articles, news updates, and feature breakdowns to stay on top of the investing and personal finance world. Whether you're exploring brokers or credit cards, Select helps you understand and evaluate your options confidently.

How to find the best broker?

Step 1- Visit Select by Finology

Step 2- Click on ‘Find
Step 3- Use quick 30 seconds wizard
Step 4- Answer 8 simple Yes/No type questions

Hurray! You now have a broker that matches your needs.

What is a 3-in-one account?

 A 3-in-1 account is a bundled setup that links your bank account, Demat account, and trading account—making transactions seamless, faster, and more convenient.

 

With all three accounts connected, you can easily transfer funds, hold securities, and execute trades without the hassle of managing them separately.

What are call & trade charges?

Call and trade charges are fees that apply when you place an order directly through a dealing desk, instead of executing it online. 

What is Margin?

Margin refers to the money borrowed from a brokerage firm to leverage an investment. It’s the difference between the total value of securities in your account and the loan amount from the brokerage.

 

Buying on margin is essentially borrowing money to purchase securities. You pay a percentage (the margin) of the total cost, while the rest is financed by the broker.

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