Our Services

At FinWise, our services are client centric. No matter where you are in life, you have a vision of where you want to go next. We add value to your financial wellness vision , enabling you to make life decisions without financial distress.

Your financial goals are as unique as you are. We bring to you a bouquet of services that aligns to your particular financial need and risk appetite.

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Investments services

  1. Portfolio Management Services (PMS)

  2. Mutual Funds

  3. Alternative Investment Funds (AIFs)

  4. Curated Equity portfolio

  5. Generational Wealth Creation

happy retirement, travel the world, retirement planning

Retirement planning

  1. Retirement goal setting

  2. Retirement cashflow planning

  3. Investments plan for post retirement

beat the inflation. kids higher studies

Child Education Planning

  1. Financial planning to fund higher education costs

  2. Customized investment solutions to align with education timelines.

house purchase, car purchase. short term financial goal, long term financial goal, plan international vacation, plan career break

Specialized services

  1. Financial Health Checkups

  2. House purchase planning

  3. Dream vacation planning

  4. Financial Preparedness for career transition/break

  5. Life Insurance need analysis

  6. Debt Management Solutions

  7. Employee Financial Wellness Programs for corporates