Why we set up Finwise Personal Finance Investments
During our long corporate stints, we observed how corporate executives were so caught up in building their careers that they did not focus on ensuring that their savings were being deployed smartly enough. ie. while most people spent adequate time achieving their professional goals, the reason for it all – achieving personal goals of financial wealth and well-being were being compromised. One key reason for this was the inadequate levels of financial literacy and the lack of understanding about its importance.
We therefore decided to set up a personal financial investments firm, with the objective of making people financially wise and financially healthy. Hence the name “Finwise”, which denotes “A state of financial self-awareness and freedom”.
Becoming “Finwise” is about becoming financially literate, and then making conscious, long term financial choices which take you towards financial well being and freedom. As you would realize, achieving financial well-being in today’s real world is a necessary and critical step towards achieving overall well-being in your life.
Our aim is to understand the specific needs and risk profile of our customers and then suggesting investment options to them, in the process financially empowering them, and being a partner and coach to them on their journey to achieving financial well-being.
Our dream is to make financial freedom a reality through literacy, coaching and execution, thereby allowing individuals and families to live their life well in the present and enjoy their well earned success while being adequately prepared for any eventuality that life may throw at them.
Prathiba Girish / Finwise Personal Finance Investments is an AMFI registered Mutual Fund Distributor.
Why us
At Finwise our only interest will be to take care of your best interests, and every conversation we have and recommendation we make will reflect that! We do not work with a one size fits all policy and spend a lot of time with you to understand your requirements, preferences and risk taking ability before we suggest any solution. We limit the number of new customers we take in on a monthly basis to ensure we give you the personal time and attention you deserve. Our endeavor is to customize our offerings to suit your needs in a simple, transparent and ethical way. If you are looking for practitioners who place you above all else, you are at the right place.
Who we are
Prathiba Girish
Prathiba Girish is the founder of Finwise Personal Finance Investments. She is a CFPCM (Certified Financial Planner) working with salaried individuals helping them achieve their financial needs and build their personal wealth through appropriate and suitable products and solutions.
She also has to her credit a PGDM from Symbiosis with specialization in Marketing and B.Sc. Mathematics.
Prior to starting Finwise Personal Finance Investments in 2013, Prathiba had close to 15 years of corporate experience working in leadership roles in leading companies like Vodafone, Matrix Cellular, BPL Mobile and Blow Plast.
For Prathiba, we were our first customers. The experience of making our own financial plan, and the clarity it gave, along with the fact that this was a dire need for others like us, inspired her to start Finwise, and she set off on her entrepreneurial journey, to bring financial awareness and well-being in people’s lives.
She is an AMFI-registered Mutual Funds Distributor. Her ARN No is 87621.