finology one

Finology is a new-age fintech company, established to empower the common investors. With our unbiased and in-depth approach, we work towards making investing simple and rewarding for everyone. Finology is your Personal Finance Coach that helps you to Save More, Earn More and Invest Intelligently. 

Finology One is a subscription that offers three premium services (Recipe, Quest, Ticker) under one plan of Rs. 499 per month.

Finology One is a subscription platform that offers complete and hassle-free access to: 

TickerPlus- Finology’s premium stock screening tool that includes premium bundles, powerful valuation calculators, smart portfolio monitoring with an option to add more than 50 stocks, and advanced analytical tools. 

Quest- Finology’s content-rich financial learning platform, which includes 25+ premium courses and certifications, with new courses added every month, and other valuable resources like downloadable notes, flashcards, etc.

Recipe-  Finology’s DIY Financial planning tool that includes 15+ stock ideas, a balanced mutual fund portfolio, investment insights, and asset allocation recipe to supercharge your financial journey.

Finology is a one-stop destination for all your investing needs, which includes free tools, with certain limitations. Finology One is a subscription-based premium collection of expert-crafted tools that have been developed to ease your complete investing journey. You can visit Finology One for a more detailed comparison. 

Finology One is a subscription based platform which can be accessed with a subscription of only Rs 499 per month. The amount is exclusive of GST.

The ideal way to use the Finology one platform is as follows:

Step 1- Start with building your financial profile with the “Recipe” and generate your financial health card

Step 2- Clear your investing concepts with the quick but comprehensive courses on“Quest”

Step 3- Practically apply what you’ve learned on Quest and evaluate the fundamentals of your stock ideas on “Ticker”

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

No, the BSE Institute certification is not included in a Finology One subscription. You have to pay an additional examination fee for appearing in the BSE Institute certification exam. However, currently, two of our courses, i.e., The Academy of Mutual Funds and The Academy of Value Investing, are affiliated with the BSE Institute. You can study them by purchasing a Finology One subscription.

We accept UPI, credit and debit cards via Paytm Wallet and UPI payment through Paytm, PhonePe, AmazonPay and GooglePay to make the payment for recurring transactions.

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.

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.

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 ‘Signup’ button
Step 3- Enter the OTP received
Step 4- Click on Login to Finology

Voila! You have successfully signed up.
 

Step 1- Kindly visit this link.
Step 2- Click on “Sign Up with Google” 

Step 3- Input your details in the respective column and then click on the ‘Sign Up’ button
Step 4- Enter the OTP received
Step 5- Click on Login to Finology.
 

Hurray! You have successfully signed up.

There are no such criteria to set a password; it can be a combination of any letter, number, and symbol.

We send OTP to the registered mobile number and Email address. You can use either one of them. Wait! Do not 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.

Step 1- Kindly visit this link
Step 2- Enter your registered mobile number and Click on the "Continue" button
Step 3- Enter your password 

Step 4- Finally, click on the "Login" button

Step 1- Kindly visit the Login Page
Step 2- Click on “Sign in with Google” 

Step 3- Select your google account
Step 4- Enter Password

And It's done!

Step 1- Login to your account
Step 2- Click on the “Profile” section from the left corner of your dashboard.

Step 3- Update the necessary changes as desired
Step 4- Click on “ Submit changes”

To update your password of your Finology account, kindly refer Key symbol on the dashboard.

No problem. You can easily reset your password by following the below steps:

Step 1- Visit the Login Page

Step 2- Click on “Reset Password”

Step 3- Enter your registered Email ID/Mobile number

Step 4- You will receive an OTP on your mobile number/Email ID

Step 5- Enter the OTP

Step 6- Reset the password of your choice

For ease, we provide access from mobile, laptop, tablet, and other devices simultaneously. But, we would not suggest you to access from multiple devices for safety/privacy reasons.
 

The safety of your personal data is important to us. We apply the best technology to protect your data. To know more, please refer to our Privacy Policy.

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 email us at support@finology.in and we will delete your account from our database.

You are accountable for maintaining your password and account confidentiality. So, we would suggest not sharing your account details to avoid unauthorized use by others.

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

Sorry, since the nature of service is such that you get access to the complete benefits as soon as you subscribe, and these benefits are irrevocable in nature, we offer constant improvements in our services but not refunds.

No, the subscription charges are not inclusive of taxes.  

We have made our subscription affordable for everyone to use, which might not require paying in installments.

It will be reflected as Finology Ventures Private Limited.

As for your discount request, we are sorry to say that we don’t offer discounts. We believe that our service offers more value for your money and it will be unfair to our other customers if we make an exception.

We do not want you to go! Yet if you wish to cancel your subscription, you can visit the ‘Subscription’ section from the dashboard and cancel your subscription.

To view full comparison click here

The tools provided by Finology are always free to use. However, it’s the additional features that we charge for. We do not offer any trial for Finology One, but we’re sure you wouldn’t regret subscribing to it at a mere price of Rs. 499/-.

We only offer monthly subscriptions. You can avail yourself of a Finology One subscription by paying a minimal price of Rs 499/ a month+ GST.

Your subscription will be valid until you cancel it. Your subscription may only get obstructed in case your payment is interrupted due to payment process failure.

We do not want you to wait! As soon as the payment process is successful, your Finology One subscription will be activated and your account will be ready to go.

The subscription gets auto renewed at the end of every billing cycle for an eased and hassle-free access to Finology One. 

No, we only charge a monthly subscription fee. After subscribing you can access all our premium tools and platforms (Ticker Plus, Quest, and Recipe). 

A Finology One subscription includes complete and hassle-free access to: 
 

• TickerPlus- Finology’s new-age stock screening tool, premium bundles, powerful valuation calculators, and many other advanced analytical tools.

• Quest- Finology’s content-rich Financial learning platform, which includes a bundled 25+ premium courses, premium certifications, access to a new course every month, and other valuable resources like downloadable notes, flashcards, etc.

• Recipe- Premium subscription includes over 15 well-researched stock recommendations and quality mutual fund recommendations to cater to your financial goals.

Kindly refer this link- https://www.finology.in/account/dashboard

And you can access your desired product.

If you cancel your subscription, you will no longer have access to the premium features of Finology One from the next renewal date.

Sorry, our team works really hard to make our services enriching. We offer constant improvements but no refunds. Once you cancel a subscription, you won't be charged for future subscription fees. However, past subscription fees won’t be refunded.

For any issue or concern related to your existing order, you can mail us at support@finology.in
 

At Finology, we have always kept our customer’s interests first and would continue to do so. Given the nature of our services, we deliver all items to you the moment you make the payment. Our deliverables include a bucket of investment options that you can see at once and the educational content of our finance courses, among other things. Once these get delivered to you, we will not be able to take them back and you cannot return them in any way.

Please visit the “Subscription” section on your dashboard if you wish to check your current plan and expiry date.

Financial Planning is the comprehensive evaluation of your current financial position and future goals to chalk-out a time-bound strategy for the future. It involves assessing your financial position, identifying leakages, acknowledging your goals, assessing your risk profile, designing a suitable asset allocation plan and laying down a strategy timeline to accomplish the goals.

Financial planning involves the following steps:
 

         1. Defining your financial goals and objectives

         2. Gathering your financial and personal information

         3. Developing your financial plan

         4. Implementing the plan

         5. Periodic follow-ups to ensure the plan is on track

A comprehensive financial plan takes all your financial attributes into account and provides an unbiased strategy that suits you. This includes everything from spending management to debt diagnosis, insurance planning, retirement planning, asset allocation and all other tools that facilitate financial freedom.

The best financial planner is one that not only studies you but understands you. Scanning your profile and suggesting you a popular investment option (yes yes, that one) is easy, but understanding your profile and recommending unpopular hacks that are perfect for you is what separates the best from the rest. Guess what? Recipe is here to change your definition of the ‘best financial planner’.

Finology One is your one-stop destination that assists you throughout your investment journey from investment knowledge to financial planning to demat account opening to stock analysis. Recipe by Finology is the perfect financial planning platform that understands you and your goals, evaluates your risk profile and suggests you an appropriate asset allocation to attain those goals.

Value Investing is an investment technique that involves filtering stocks that are trading below their intrinsic (true) value. Quest by Finology is an investing knowledge platform that provides you with close-to-reality knowledge on value investing which not only enables you to make sense but also to make money in the markets. Certification from Finology and BSE institute are like cherry on the cake.

The best investment course not only tells you investment theories but also illustrates how it can be applied in real-life scenarios. The market rewards not someone who has the best theory rather the one who can apply even the simplest of techniques practically. That is where Quest comes in and helps you understand investment strategies along with their contextual applications.

Follow the guide to find the perfect path to begin your investing journey, so that you can make the most out of the market:
 

1. The first and foremost step to start investing is to learn basic concepts of finance so that you can understand how the market works and make well-informed decisions. Quest by Finology will provide you with action-packed, practical courses which are adjustable to your attention span.
    

2. Now, you need a financial plan that is well-suited and aligns with your goals. Recipe by Finology brings an end to this by giving you the power to manage your money according to your personal goals.
    

3. Next in line you need to witness the market in action and analyse a few stocks with the right information & data. This is where Ticker by Finology comes to the rescue. It helps you make a proper analysis and filter the best stocks.
    

4. It is pretty hard to find an affordable, cost-efficient stockbroker in the market. Select by Finology is a brokerage comparison platform enlisted with the best stockbrokers so that you can compare and select the one which is best for you.
    

Every Mr. Joe seems to have a few stock recommendations for you; but is that reliable? Is it based on proper conviction? Is there an unprejudiced thesis behind it? In most cases, No. If you wish to make money from the markets, you need an unbiased and scientific stock-teller. Well, Finology brings to you Recipe where the Chef Special shall provide scientifically-screened and expert-curated stocks just for you. Plus, you get to know the rationale behind these stock-picks in the Investment Insights.

Mutual fund investment, by its very nature, is subject to market risks, which is why it is a tough task to select funds that deliver positive returns, let alone beating the average. While mutual fund investing seems a cakewalk, most people don’t understand what’s beyond the obvious in fund-picking. Quest by Finology introduces you to the basics of how to select the right mutual fund and what they won’t tell you about it!

Investing, in general, is very subjective. Which is a good fund depends mostly on your financial profile, goals and risk appetite. The key to good fund-picking lies in the proper assessment of one’s financial profile. That is why you should use intelligent tools available in Recipe by Finology that understands you and suggests not only good funds but also tells you the risks associated and your ideal allocation to those funds. Clever, isn’t it?

Honestly, this is a very subjective question. Firstly, you will have to figure out a strategy to manage your spendings, savings and investments at the same time. Secondly, you need to assess your profile, your goals, your risk appetite and then, find a suitable investment strategy to begin with. Too complex, right? Don’t worry, Recipe will do all of this for you!

The subscription includes complete and hassle-free access to: 

1. Recipe- Premium subscription includes over 15 well-researched stock recommendations and quality mutual fund recommendations to cater to your financial goals.

2. Quest- Finology’s content-rich financial learning platform which includes over 25 premium courses, premium certifications, access to the new course every month and other useful resources like downloadable notes, flashcards, etc.

3. TickerPlus- Finology’s premium stock research platform which includes premium bundles, powerful valuation calculators, smart portfolio monitoring where you can add over 50 stocks and advanced analytical tools. 

You can avail the subscription at a sensational price of Rs. 499/- a month (plus taxes) that auto renews monthly. With this subscription, you can access all our premium tools and platforms (Tickerplus, Quest and Recipe). The subscription auto renews monthly to ease you from your burdens. 

Finology is a one-stop destination for all your investing necessities, it includes three great products that are available for free. The subscription to Finology One, however, supercharges the features of these expert-crafted products, developed solely to ease your financial journey. 

Sorry, our team works really hard to make our services enriching. We offer constant improvements but no refunds. Once you cancel a subscription, you won't be charged for future subscription fees. However, past subscription fees won’t be refunded.

This may happen due to issues with the bank or payment gateways. Owing to this, we may not have received a successful status of the payment at our end.  
Don’t worry! You can write your query to our brilliant customer support team at support@finology.in for the same and we will get it resolved in the next 24 hours. 

We accept payments via Paytm wallet or directly through UPI ID (only Paytm, Bhim and Phonepe). To save you from the hassle, all subscriptions auto-renew monthly. You could also pay through bank mandate or with Visa or Mastercard (via Paytm).
 

The tools provided by Finology are always free to use. However, it’s the additional features that we charge for. We do not offer any trial for Finology One, but we’re sure you wouldn’t regret subscribing to it at a mere price of Rs. 499/-.

The subscription plan for Finology One, gets auto-renewed every month. If you have been charged for the membership you must have missed cancelling the plan before the expiration date or you may not have followed the correct process to do so.
 

This usually happens when a user has subscribed with a mail ID but logged in with a different mobile number or ID. All you need to do is log in again using the correct login ID i.e. your mobile number or the mail ID that you have subscribed with. 
 

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.

 Please don’t worry. If you made the payment via UPI or Wallet, kindly wait for at least 24-48 hours. In the case of Bank Mandates, we request you to kindly wait for at least 3-4 business days. Even if the subscription isn’t activated, you will receive the refund in 7 business days.

Nothing to panic about! Please try using a different payment method from the options available.