We provide customer needs-based investment solutions that helps Indian and NRI individuals and families achieve their financial objectives. We are not an RIA. We follow a structured process that starts with knowing your investment needs and purpose, including understanding your risk profile. The next steps then are identifying investment solutions that are suitable for your need, basis your risk capacity and time horizon. To fulfil your needs, we recommend various investment options viz. Direct Equity, Mutual Funds (Debt & Equity) and other instruments. Lastly, the investment process includes regular planned reviews that will help course-correct and ensure that your needs are fulfilled. Finwise’s proposition is being unbiased, transparent, simple and customer-centric, in our thinking and our actions. We will walk with you in your journey towards financial independence and well-being.
