Who we are
Your North Star in Every Financial Decision
FinWise Investor Services was founded with a singular purpose: to provide ethical, unbiased financial guidance that empowers families and individuals to create sustainable wealth. Our mission is to inspire confidence, simplify financial decisions, and help you achieve financial freedom while striving to be the most admired wealth manager for families.
With over 17 years of expertise in investments FinWise is your trusted partner in wealth creation and preservation. We believe that every financial journey is unique, and our solutions are carefully crafted to align with your goals, values, and aspirations.
We’re not just about managing wealth; we’re about enabling life decisions without financial constraints. Whether you’re planning for your child’s education, securing your retirement, building generational wealth or planning to achieve your first crore, we are here to guide you every step of the way.
Integrity. Expertise. Sustainability. Your goals, our commitment.
Meet The Founder
At the core of FinWise Investor Services is Ms. Sucheta Das - a dedicated wealth manager with a passion for empowering families and individuals to take control of their financial journeys. With over 17 years of experience in the investment world, Sucheta has worked extensively across mutual funds, Portfolio Management Services (PMS) and more.
What sets her apart is her unwavering belief that financial planning should empower individuals and families to live life without limitations and every family should have access to unbiased & expert financial guidance. This belief inspired her to leave a successful corporate career and embark on a mission to create meaningful change—helping others build sustainable wealth while staying true to their values.
Sucheta understands that behind every financial goal lies a dream & a desire —be it securing a child’s future, planning a comfortable retirement, or simply achieving peace of mind. Her mission is to simplify the complexities of wealth management and provide clients with the clarity and confidence to make life’s big decisions.
With FinWise, Sucheta aims not just to manage investments but to inspire trust and long-term partnerships. Her vision is to be the most admired wealth manager for families, delivering solutions that are as unique as the lives they touch.
“ It’s not about managing just a client’s money—it’s about empowering lives through thoughtful financial decisions and being part of their milestones together.”
Contact us
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