Finwisdom – Your Dreams Our Wisdom

[Our Wisdom. Your Dreams]

Welcome To FinWisdom

FinWisdom empowers its clients to make informed decisions, optimize their financial resources, and achieve their long-term goals. Renowned for their professionalism, integrity, and commitment to excellence, FinWisdom has established itself as a prominent brand in the financial industry, earning the trust and loyalty of a diverse clientele.

Our Vision

Educate One Million Investors on Personal Finance, which will help them to take right decision with their money when Spending, Saving, Investing and Borrowing.

Our Mission

Guide thousands of families in right direction to achieve Financial Freedom and live Happy, Healthy and Peaceful Life.

Our Values

We will manage our business honestly and ethically. We will always do what is right and take personal responsibility for our actions.(Integrity)

What Kind Of Services We Offering

At FinWisdom, we offer you multiple distribution services like Mutual funds, Insurance, Fixed Deposite etc. a complete range of services that complement our distribution services. The range includes a combination of best of breed proprietary and non-proprietary (third party) products. The approach is to provide you quick transaction services suitable to your profile and risk appetite .

Insurance Life Insurance

Life Insurance is needed to protect from unforeseen eventuality and to maintain the same lifestyle after the death of Breadwinner of the family. We help help you choose the better plan per your need and budget.

Insurance Health Insurance

The term is also often used colloquially (but not by lawyers or by public officials) to refer to a company. A company, on the other hand

Insurance General Insurance

General Insurance covers the risk attached with non-life objects like properties, vehicles, travels, and other valuables, etc. and protects against the likely loss due to unwanted incidents in monetary terms. We can help you to choose better.

Consulting Mutual Funds

Mutual funds reduce risk of direct investment in stock market especially for people having limited knowledge about market functioning. We can help you choose better plans to safeguard your investments.

Tax Planning Tax Planning

Tax planning help you in rationalizing your tax liabilities and is an important component of Financial Planning both for individuals and corporate entities. We can help you plan better

Business Demat Account Services

India is the fastest emerging market in the world and we must take advantage of this creating long term wealth. We at FinWisdom help you with that

Finwisdom in Numbers

100 +

Happy Families

1000 +

Happy Clients

15 +

Awards Won

15 +

Experience Year

What Our Client Says

We are because of our customers. We are not doing him a fever by serving him. He is doing us a favor by giving us an opportunity to do so

My experience with Sanjay Bhai has been very satisfying and enriching personally and financially. He is very learned in the financial market and advises very confidently without taking risks. He is very helpful and is available every time with commitment to his clients .
- Swaminathan Narayanan
- Partner : S.R.Consultants
Mr. Sanjay has provided us with a clear picture of our current financial situation and investment strategy to secure our present and future financial well-being. My finances would not be what they are today without his advice and direction. He has been very approachable for clearing up any of our questions and providing suggestions. We heartily endorse him to anyone searching for a financial advisor.
- Chintan Sheth & Dipti Sheth
- Manager
Since Inception i am investing through Sanjay , be Share, Mutual fund, PMS, Life, General & health insurance even loan products. Through this Investment journey we created very good passive income which help me to fullfill my needs as well dreams like overseas education of Son, Farm house, got funds for business when needed and even investment helped me for Dream house.
- Mr. Bhavesh Dharia
- Designer
FinWisdom and team is countable and can be trusted for a better advice when it comes to do small to medium-sized investments.
- Akshay
- Manager
FinWisdom suggested us some good plans for our health insurance and life insurance needs and we are happy with the results. Those indeed were very good plans especially from long-term perspective.
- Sanjay
- Founder