Our Story
A 25-Year Journey from Professional to Freelance Consultant
In the complex world of finance, experience isn’t just an asset—it’s a foundation. With over 25 years of unwavering dedication to the financial well-being of individuals, families, and businesses, FinWealth has become a name synonymous with trust, insight, and integrity. From serving in institutional roles to stepping into the world of freelance consulting, our journey reflects a deep commitment to helping people make informed, empowered financial decisions.
A Rich Legacy, Now More Personal Than Ever
Our founder’s two-decade career as a financial professional laid the groundwork for a consultancy built on real-world expertise and a deep understanding of diverse financial landscapes. Now, as a freelance financial consultant, that same knowledge is delivered with even more flexibility, accessibility, and personal connection.
Clients benefit not only from institutional-grade insight but also from the responsiveness and tailor-made service that only a dedicated freelance advisor can offer. Whether it’s navigating market uncertainty or planning generational wealth, we bring the same strategic clarity, now more agile and client-focused than ever.
Expertise That Covers the Full Spectrum
Our practice stands firmly on two essential pillars of financial success
Investment Planning: With a history of managing portfolios through bull and bear markets alike, we provide guidance on equity and debt instruments, SIPs, retirement strategies, tax-efficient investing, and more. Every recommendation is aligned with the client’s goals, time horizon, and risk appetite.
Insurance Planning: Risk management is at the heart of long-term stability. From life and health insurance to specialized coverage for critical illness and income protection, we design insurance frameworks that safeguard what matters most.
Practical Solutions, Personalized Support
As a freelance consultant, we work closely with clients from all walks of life—young professionals planning their financial future, families balancing priorities, business owners securing their enterprise, and retirees optimizing their golden years. The approach is always grounded in practical, actionable solutions tailored to individual needs.
Financial strategies don’t need to be complicated—they need to be clear, consistent, and adaptable. That’s what we deliver, every step of the way.
Why associate with Us?
- 25+ years of end-to-end financial experience
- Independent, client-first advice
- Flexibility to meet when and how you need
- Solutions that evolve with your life stage
Looking Ahead
At FinWealth we’re proud of where we’ve been—but even more excited about where we’re going. As the financial world continues to evolve, we remain a steadfast guide to help you grow, protect, and preserve your wealth—today and for generations to come.
Your financial journey deserves a partner who’s seen it all—and still sees what’s possible.
Let’s begin your next chapter together.