What are your
financial needs?
When your time is premium and your goals are ambitious, wealth management should work as hard as you do. That's where we come in.
Jay Shah
Founder & CEO
Trusted by leading financial publications
Our expertise and insights have been recognized by top media outlets across India
Why do you need an Adviser?
Managing money can feel messy among too much noise. An advisor helps cut through all that and brings a sense of order and calm by choosing top instruments, managing your family's dreams, and securing your future.
Can I handle emergencies?
Emergency planning and fund allocation strategies
How can I practically achieve my dreams?
Goal-based financial planning aligned with your dreams
Am I aware of the latest updates?
Tax rules, investment options, and global regulations are constantly shifting. An advisor ensures you don't miss critical changes.
Am I tax efficient?
Comprehensive tax planning beyond 80C & 80D
Am I protected from market risks?
From market volatility to estate planning, an advisor protects you from blind spots and costly mistakes.
Am I aware of global instruments?
You get access to frameworks, tools, and discipline used by hedge funds and family offices—applied personally to your life.
You're in good company. These concerns brought our clients to us, and today they're financially confident and secure.
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Trusted by the top 0.01% of the country.
"We don't see money as an end, but as a means to an end. The win is not a number on a screen—it's freedom, security, and the quiet confidence of being on track for what truly matters for a happy life."
Founder & Financial Advisor
A few examples of dreams achieved
Real clients, real results. These stories show what's possible when strategy meets dedication.
From Studio to 3BHK in 5 Years
A young Mumbai couple upgraded from a studio to a 3BHK in just five years, thanks to disciplined investing, efficient tax planning, and smart debt management guided by us.
Startup Dreams & Luxury Goals
A client we worked with launched his own startup, purchased his dream luxury car, and bought a commercial property for steady yields and diversification—with our guidance along the way.
From Financial Stress to Stability
When she came to us, an IIM graduate was overwhelmed by multiple loans and financial stress. We guided her carefully—restructuring her debt and deliberately holding off on investments until her finances were stable. Step by step, she began building her portfolio and now moves confidently toward her financial goals.
Tax Savings Became Real Estate
An HNI client saved so much on taxes through our guidance that he was able to buy a property entirely from the savings, turning smart tax planning into a real asset.
Doctor's Dream Clinic
With our guidance, a doctor fulfilled his dream of owning a clinic, with the investment carefully planned for his future.
Your success story could be next
Every journey starts with a single step. Let's discuss your financial goals and create a plan that works.
From Family Legacy to Your Financial Success
Finwisor was founded by Jay Shah, who holds an MBA from IIM Lucknow and achieved AIR 10 in the CA CPT examination.
His journey began in 2011 when he secured AIR 10 in the CA exam. Coming from a family of HNI investors, financial responsibilities were gradually entrusted to him, marking his first experience in Wealth Management.
In 2017, driven by passion, he started writing articles to help others optimize their finances. His insights gained significant appreciation and recognition in the financial community.
On the other side, he noticed how wealth managers were focused on selling rather than advising. Due to lack of proper advice, many investors had lost their wealth. Mis-selling of products in the industry was rampant.
"All these factors prompted Jay to start a private wealth management firm which addressed all the above issues. Being a CA, he also had expertise in tax planning which gave him an edge. Thus began our journey."
Meet the Experts Behind Your Success
Our diverse team brings together expertise in finance, law, and economics to serve you better.
Jay Shah
Founder & CEO
CA (AIR 10 – CPT), MBA (IIM L)
Jay has been a wealth manager since 2011. His optimism often leads to unique solutions in difficult times. He is well known for his articles on wealth management and personally looks into the financial planning of clients.
Divya Shah
Chief Operating Officer
MBA (IIM L), B.A. Eco(Hons.)
Divya's deep knowledge of economic cycles provides ground for Finwisor's strategies and outlook. Her detail-oriented nature helps enrich client experience.
Dhruv Shah
Head of CA Services
Chartered Accountant
Dhruv is an expert in GST and Income Tax matters. He is known for his willingness to routinely go out of his way for the clients. His enthusiasm is palpable and infectious.
Jenita Lale
Head of Legal Services
Advocate & Solicitor, C.S.
1 among only ~1025 in the country, Jenita belongs to the rare species of solicitors. Extremely hard working. Deeply spiritual at heart. And always willing to serve.
Our Values
Integrity – Compassion – Excellence
At Finwisor, wealth management isn't just numbers— it's freedom. We exist to help you live life by design, not by financial chaos.
Integrity
We do what's right, not what's easy. No product-pushing, no quick wins— just strategies that are transparent, simple, and built around your best interests. With us, you'll never feel pressured— only supported.
Compassion
Money carries dreams, fears, and responsibilities. Every family is unique, so we listen first and plan later. Whether navigating cross-border rules, securing your family's future, or bringing clarity in uncertainty—we care for your wealth as if it were our own.
Excellence
Credentials matter, but consistency matters more. From disciplined frameworks to daily execution, our promise is reliability, trust, and results you can feel.
Our Product Basket
We pride ourselves in providing our clients with a single point, unrestricted access to a rich basket of growing financial products.Investments we trust.
Mutual Funds
Curated, high-quality fund baskets tailored to your goals
Smallcases
Expert-managed stock portfolios beyond index-hugging returns
F&O
Top 1% performance with disciplined strategy and risk management
PMS & AIFs
Access to PE funds, venture debt, and pre-IPO opportunities
NCDs/Bonds/FDs
Fixed-income options for steady returns and capital preservation
Structured Products
Market-linked debentures with 12-15% potential returns
Your Financial Journey with Us
A structured 4-step process that brings clarity, discipline, and purpose to your wealth-building journey.
Discover
Understanding Your Story
We start with a Discovery Call where we get to truly understand you — your goals, dreams, anxieties, and what money truly means in your life.
PersonalizedDesign
Crafting Your Strategy
Based on your story, we create a tailor-made strategy — tying every rupee to your goals. No random products, no commission bias. We optimize your finances across investments, taxes, debt, insurance, and retirement to design a plan for your life journey.
CustomizedDeliver
Guiding Your Execution
Execution can feel overwhelming — so we handhold you at every step. A dedicated person helps with queries, forms, transactions, and onboarding while also keeping you updated on market changes and new opportunities.
SupportedReview
Evolving Together
We regularly review your portfolio, track progress toward your goals, and adjust as life and markets evolve — so you're never navigating alone.
OngoingWhy 50+ Professionals Trust Us
From IITians to CAs, from startups to corporates - see what our clients say about their journey with us.
"Finwisor is a highly professional firm that I have often engaged for helping me in tax planning as well as investing for the future. I was very impressed with the thorough research used to back the recommendations."
Anuja Rege
Associate, McKinsey & Co - Mumbai
Chartered Accountant, MBA (IIM Lucknow)
"My experience with Finwisor has been wonderful till now. The amount of personalization done to advise and even the logic is explained behind each recommendation in detail. After a lot of disappointment from other individuals and firms, this is my final destination for all my finances."
Ankita Singh
Senior Program Manager, Myntra Designs – Bangalore
MBA (IIM Lucknow)
"I always thought I do not have a large wealth to have a dedicated advisor. Finwisor duo helped me change this perception. There were many small and easy changes I could do to manage my finances better."
Dewansh Zanwar
Marketing Head, NetMeds – Chennai
MBA (IIM Lucknow)
"I can attest the team's credentials for trustworthiness & financial prowess. The team has explained my profile to me in detail and without any jargons, they've made sure that I understand how the amount would flow."
Tushar Rokade
City Head, Weddingz.in – Nagpur
MBA (IIM Lucknow)
"Jay was understanding, thorough and has helped saved huge money with his tax planning while giving me such brilliant and innovative solutions for investment. Highly recommend!"
Dr Manaan Gandhi
Founder, The Integral Ayurveda, Mumbai
Leading Ayurvedic Doctor
"While highly recommending Finwisor, I would like to add that the team is very knowledgeable and understands your interest. They put in extra time and effort to make sure you understand how investments works."
Madhvi Panchal
Senior Sales Lead, Triumph
Sales Professional
"Very thorough, professional advisory. Besides the data, with his business acumen, he made specific recommendations that seemed logical and appropriate. I recommend Jay as an excellent and well researched professional."
Mayank Gandhi
Social Crusader
Global Parli, RTI, India Against Corruption
Ready to Write Your Success Story?
Your financial journey deserves more than scattered investments. Discover how Finwisor helps professionals and HNIs bring structure, discipline, and purpose to their wealth-building path.
Jay Shah
Co-Founder, Finwisor
Get in Touch
hello@finwisor.com
Phone
+91 99305 34416
Office
Mumbai, India