Who We Are ?
We are a government recognized startup that provides customized edutainment modules to individuals from all walks of life to make informed financial decisions.
We’re on a mission to impart Financial Literacy and Investor education to every individual in India from all walks of life. We aim to equip the general public with the right skills and knowledge so that they make informed financial decisions and manage their money wisely. Apart from imparting knowledge we also provide a platform for our clients to interact with various potential investors.
Financial literacy is the knowledge of various financial topics related to managing personal finance. It includes decisions related to money management which includes investing, insurance, tax planning, budgeting, retirement planning, etc.
Investor Education Program (IEP) helps in creating awareness among people about the benefits of investing in capital markets. These sessions help investors to understand and manage risk, learn about various investment products, and empowers them to become prudent investors.
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Financial
Services for
Success
It's not just about your money, it's about your life. Finvision professionals understand how complex your life and financial situation can be, and we're here to help. Our team of certified financial planners can help you get the right information so you can make the best decisions.
Our services
Robert Oliphant / BusinessmanGreat office. Very professional and helpful. Finwiz have been such a great asset to myself and my family.
Hugo Dukes / InvestorWithout a doubt the most beneficial decision I've made. Cannot say enough great things about Finwiz.
Tamra Loucks / StudentVery professional and helpful people. They respond to my questions and emails very promptly.
