Experience

Finwise Personal Finance Solutions

• India
• Financial Services
• 1 - 100 Employee

• Certified Financial Planner

  • Jan 2013 - Present

  We are a fee-based financial planning firm that helps salaried individuals manage their personal wealth to achieve their financial goals. We follow a structured approach that starts with understanding your current situation with regards to personal finances, including assessing your current risks. We then help you articulate your goals and understand the financial implications of these goals. The next steps then are formulating for you and helping implement a customized financial plan that will help achieve these goals. To help implement your financial plan, We recommend various investment options viz. Direct Equity, Mutual Funds (Debt & Equity) and other instruments. Lastly, the financial planning process includes continuous, planned reviews that will help you course-correct towards your goals. 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. Show less