Risk Management

Risk management happens in every realm of finance and is inseparable in the world of investment.Finwise comes with effective strategies like portfolio diversification, asset allocation, and position sizing to mitigate or manage risks effectively. For we have the expertise in the process of identification, analysis, and acceptance or mitigation of uncertainty in investment decisions.

Insurance

Life Insurance that never leaves you

You have to have some priorities in life and of those whatcomes first isto protect what really matters. They are your most beloved dependents and the financial needs of their life – in case the unexpected happens. Life insurance gives you that reassurance. It's quick and easy to set up.

Finwise, in partnership with HDFC Life, makes it even more simple but relaxing through a thoughtful selection of the policy that suits you the best. We start with a better understanding of your responsibilities and go on to choose the best option or a judicious combination from Term Insurance, Traditional Endowment policies, and Unit Linked policies.

General Insurance covering you with happiness

Any insurance that’s not related to life risks comes under this category. People, legal liabilities, and properties are covered under the non-life insurance policy.It makes sense to give your costly possessions like cars, personal or commercial, protections which ascertain financial compensation when losses occur. These losses can be caused due to various incidents like accidents, diseases, fire, natural or man-made mishaps, etc.

Keep calm while the travel’s on

Finwise, in addition to Car Insurance from their principal partner in the field TATA AIG, offers best-in-class travel insurance too from the same giant brand.Travel Insurance covers all major losses from your luggage to travel documents like your passport. TATA AIG’s plans are forward-looking, progressive, and tailored to customer needs.

Health Insurance Building the best bridge to your better healthcare

We’ve teamed up with TATA AIG to bring to you a great range of flexible cover options to take the worry out of injury and illness. You can get cover for in-hospital treatments, home hospitalization, everyday extras, or both, for a little extra peace of mind. So it’s always a good idea to be health insured.It asks for you to pay a little premium monthly or yearly depending on the package and in lieu, it will give you repose and inner peace.

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The Finwise Choice

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