Why Finwise in the first place!

There are a few things about money that can transform the ways you live. These are mostly as personal as your income, spending, saving, and investment plans and are as unique as you are. And it matters a lot more on the business front.

Needless to say, things get better if you have someone on your side willing to invest time to understand you and your unique financial goals like higher returns on your savings, tax solutions, a secure retirement, family future, medical expenses, or something more.

Finwise professionals with their deep insight into the financial market do all these based on your defined goal(s) and build a personal financial plan to get you there. A unique strategy and plan that genuinely reflects you. We assist to streamline corporate finances too.

In our ecosystem, we have a few industry leaders in the relevant fields and have partnered with them for Insurance,Mutual fund, and Corporate deposits.

Finwise Services

"Thoroughly Professional. Ethically Personal"

Personal finance has seven major components: income, spending, saving, investing, risk management, income tax, and legal. Finwise has brought together best-in-class expertise in all aspects and built an integrated single-window solution system to take care of all personal financial needs.

There’s more to Finwise than planning and implementing the means to make your money grow, we monitor the progress of your investments…with no strings attached.

We also welcome corporate customers.

Let’s start interacting.

Finwise Financial Services that help you meet your needs.

  • Identify short, medium and long-term goals
  • Develop strategies to achieve your financial goals
  • Better manage your money
  • Develop an investment plan
  • Choose tax-effective investments
  • Make the most of your superannuation
  • Work out your insurance needs
  • Plan for your retirement
  • Income Tax assistance and allied works
  • Selected Property Related Legal Assistance like will making, heir issue, property sale, and transfer

The Finwise Choice

Every financial situation has its own unique opportunities – let us help uncover yours with clear, goal orientated and personal financial services.

Testimonials