Finwisor
An Indian couple listening to an adviser across a sunlit teak table

Engagement framework

Clarity before commitment.

One way to work with Finwisor as your distributor, with its scope and commercial structure stated plainly. Investment advice is a separate relationship with a separate entity, and is set out below.

The distribution model

Take a seat at the table.

Finwisor Care

Execution-led partnership

For families who want their whole portfolio implemented and coordinated in one place.

  • Access to curated investment products
  • Suitability-oriented product selection
  • Portfolio implementation support
  • Coordination across investments
  • Periodic portfolio review support
Minimum investment
₹5 Lakhs
Fee charged to you
None
Revenue model
Distribution commissions where applicable
Start with a conversation

Finwisor is a mutual fund and PMS distributor and earns commission from product manufacturers. It does not charge an advice fee and does not provide investment advice. Minimums are confirmed during onboarding.

If you want advice rather than access

Investment advice comes from Finwisor Wealth Management.

It is a separate firm registered with SEBI as an Investment Adviser (INA000022127). It charges a fee for advice and earns no product commission. Finwisor is a distributor and earns commission from product manufacturers.

Regulation requires you to choose one relationship or the other. You cannot be an advisory client of the adviser and a distribution client here at the same time, and we will tell you plainly which one fits before anything is signed.

  • Finwisor Second Opinion

    An independent read on the portfolio you already hold, and what you would change about it.

  • Finwisor 360

    An ongoing advisory mandate across the whole balance sheet, charged on assets rather than on products.

    • 1% of assets under advisory
    • Minimum ₹2 Cr

  • Finwisor Family Office

    Full family-office stewardship: investments, succession, governance and reporting under one mandate.

    • Minimum ₹100 Cr net worth

Offered by Finwisor Wealth Management, not by Finwisor. Terms are set and confirmed by the adviser.

Visit Finwisor Wealth Management

How an engagement year works

A relationship is a cadence, not a transaction.

DiscoverMapImplementReviewRecalibrateONEENGAGEMENT YEAR

01 · Discover

A structured first conversation: your balance sheet, obligations, ambitions, and how you actually decide. No products are discussed.

A woman working calmly at a sunlit desk with a laptop and a notebook

Not sure which fits? That is the first conversation.

Fifteen minutes, no products and no pressure. We will tell you plainly which relationship fits, including when the answer is the adviser rather than us.

Book a discovery call