We provide customer needs-based investment solutions that helps Indian and NRI individuals and families achieve their financial objectives. We are not an RIA.
We follow a structured process that starts with knowing your investment needs and purpose, including understanding your risk profile. The next steps then are identifying investment solutions that are suitable for your need, basis your risk capacity and time horizon.
To fulfil your needs, we recommend various investment options viz. Direct Equity, Mutual Funds (Debt & Equity) and other instruments. Lastly, the investment process includes regular planned reviews that will help course-correct and ensure that your needs are fulfilled.
Finwise’s proposition is being unbiased, transparent, simple and customer-centric, in our thinking and our actions. We will walk with you in your journey towards financial independence and well-being.
Company Details
- Employees
- 6
- Founded
- -
- Address
- Mumbai, In
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- finwise.in
- Keywords
- Estate planning, Employee Financial Wellness workshops, Retirement Planning, Health Insurance, Investment Solutions, Life Insurance.
- HQ
- Mumbai
Finwise Personal Finance Services Llp Questions
Finwise Personal Finance Services Llp's website is finwise.in
Finwise Personal Finance Services Llp's LinkedIn profile is https://in.linkedin.com/company/finwise
Finwise Personal Finance Services Llp has
6 employees.
View email and phone details for 6
employees at Finwise Personal Finance Services Llp.
Finwise Personal Finance Services Llp's industry is
Financial Services
Finwise Personal Finance Services Llp's top competitors are
Finance Tip,
Finsafe,
Amba Tax Consultancy,
Iifl (India Infoline Group),
Finsafe India Pvt Ltd,
1 Finance,
Fintoo,
Mahindra & Mahindra Finance Services Limited,
Business & Finance Solutions,
Nisus Finance Services Co. Ltd..
Finwise Personal Finance Services Llp's categories are Financial Services
Finwise Personal Finance Services Llp's founding year is 2013
