[ Our Services ] Discover How Financial Freedom Roadmap Proper Planning can help you get all your dreams come true.
Our Wisdom ensures you to Achieve Financial Freedom. [ Product ] Discover How Mutual Funds Mutual funds reduce risk of direct investment in stock market.
We can help you identify high returns plans while minimizing risk to your investment. [ Product ] Discover How Insurance Planning Our Wisdom ensures that you always have adequate Insurance, be it Life, Health or General Insurance
so that you can face any eventuality without digging into your savings. [ Product ] Discover How Retirement Planning Live your Golden Years without depending on anyone. Our wisdom ensures
that you enjoy your Second Innings with Pride.
[About Us]

Our Wisdom. Your Dreams

Reliable and Professional Financial Services

We are committed to provide Reliable and Professional Financial Services to our clients to help them meet their Financial Goals

Actionable Results backed by Client's Trust

We are dedicated to deliver actionable results in a tight knit bond with our clients so that they can live Financial Life Peacefully and Stress Free.

Unique Expertise and Prolonged Experience

Our blend of systems and expertise allow you to achieving your financial ambitions and strategic goals confidently thus leaving you time to focus on your other priorities.

Learn More about Us

10+ Years of Experience in Financial Services.

Reliable advice backed up by value addition is one of our unique proposition that differentiates us from others. This comprehensive approach of servicing our client base still keeps us at center stage among our happy clients.

Below are the financial services that FinWisdom offer to you.

Insurance Planning

Insurance should be the first thing before you do anything else. Foundation should be strong enough to build and achieve your dreams. We help you do just that by planning for adequate Insurance

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.

Health Insurance

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

Tax Planning

you can not avoid taxes but with our Tax Planning services, we ensure to plan minimum outgo of your money in taxes so that you can make best use of money available

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.

Life Insurance

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

Why Choose Us!

We offer a wide range of financial consulting services and financial solutions to both individuals and organisations engaged in various streams. Our core competencies lie in our ability to help individuals, small and medium sized businesses to manage their financial health and to develop a sustainable competitive edge through our individualized plans and services.

Quality and Personalized Service

We take time to understand each client’s unique challenges and goals and provide solutions tailored to them. We maintain a one to one relationship with the client.

Unbiased Advice

Our advice is focused on what is in the best interest of the client, and is not influenced by hype and market hearsay. Thus our planning advice is trustable & clients rely on us.

Client First Approach

We base your financial solutions keeping your needs under consideration to manage your life, goals and ambitions. We understand that this isn’t just about today rather it’s also about tomorrow.

80 +

Families Served

1000 +

Happy Clients

15 +

Awards Won

10 +

Experience Year

[Since 2006]

Experience In Financial Services

We offer a wide range of financial services and solutions to individuals and organisations in various sectors. Our core competencies lie in our ability to help small and medium sized businesses to maximize revenue, generate growth and to develop a sustainable financial health through our individualized services and solutions.

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[Values]

Our Mission

  • We envision ourselves to become leading corporate house with all Financial Solutions under one roof.
  • We aim to provide cost-effective professional services to satisfy our clients

Our Vision

“PROSPARITY 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.

TESTIMONIALS

Our Client Reviews

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. Our ethical approach ensures the client satisfaction and thus their further trust in our services.

  • Client Image

    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
  • Client Image

    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
  • Client Image

    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
  • Client Image

    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

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