About Us

FinWisdom

Your Dreams Our Wisdom

Mr. Sanjay Mehta, the proprietor of FinWisdom(Erstwhile WealthHealth) , is a certified AMFI mutual fund distributor with around 16 years of experience in the wealth creation and distribution industry.

FinWisdom(Erstwhile WealthHealth) started its journey in 2007, with the dream to help people achieve their financial goals. FinWisdom(Erstwhile WealthHealth) focuses on integrity and client satisfaction as its only goals.

In order to cater to the ever-changing client requirements, FinWisdom(Erstwhile WealthHealth) provides customised products and services including:

• Mutual Funds
• Insurance cover including life, health and general insurance
• Alternate Investment Funds (AIFs) and Portfolio Management Services (PMS) affiliated with reputed and recognised institutions
• Loan facilitation services including business, home and personal loans from reputable banks and institutions
• Structured products
• Estate Planning affiliated with reputed and recognised institutions
• Equity trading cum Demat account
• Investment in unlisted shares, bonds, and NCDs

We focus on providing customized wealth instructor services to individuals and corporate based on their specific needs. We offer many explanations through an open-architecture platform and oversee investments in a comprehensive manner. In common parlance, we don’t sell plans but we advise as per client need and their goals that they need to achieve. While choosing the services, priority has been given to Indian consumer mindset, needs, expectation, necessity, customs, lifestyle, relations, sentiments and of course their dreams.

[Vision]

“PROSPERITY FOR ALL” is our main mantra. Our vision is to create financial awareness so that right financial decisions can be taken. Our aim is to help our clients to achieve “FINANCIAL FREEDOM” in their life so that they can live their life peacefully and enjoy it fully.

[Mission]

To reach out to 10000 families and to help them to achieve financial freedom in their life.

[Services]

What Services We Offer

Financial Planning

Our financial consulting services include providing assistance in preparing consolidated financial statements, management reports, budgets & forecast, and develop dashboards.

Tax Planning

Our tax planning services covers processing complex scenarios, optimization of processes and identifying right strategies and individualized solutions as per the need of the client.

Mutual Funds

We have the breadth and depth of knowledge and technical expertise to help all clients who need support in identifying the right mutual fund plans as per client needs.

General Insurance

Our specialists in partnership with leading insurance companies in India helps our clients to identify the right insurance for their individual or business needs.

Health Insurance

We help our clients to identify the right plans and solutions for their health insurance and health-related employee insurance business needs.

Life Insurance

We distinguish ourselves by providing individualized Life Insurance services that adds value to our clients’ priorities and businesses through improved mental peace and happiness quotient.

[Value Proposition]

Why Choose Us !

Reliable Support

We have a base of over 150+ clients who rely on our services. This was possible due to the trust they endow on us. You can bank on us for sensible and reliable support.

Diverse Portfolio and Plans

With our vast experience and industry connections we manage more than 70 financial and insurance plans.

Client First Approach

No matter what we do, our clients always remain at the core of everything we do. We go extra length to support our clients within the ethical boundaries.

Consistent Results

While walking with you through every financial need, we assure you with complete reliability, the privacy of your information, and accurate and timely results on a consistent basis.

[Testimonials]

Our Client Reviews

Our more than 10 years of rich financial planning experience gives us the edge over competition. Our ethical approach ensures the client satisfaction and thus their further trust in our services.

  • 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 .

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    • 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.

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    • 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.

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    • 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.

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    • 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.

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    • Sanjay
    • Founder

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