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.