At FINRISE we help our clients to enrich their lives through wise, dependable, forward-thinking planning. Whether you’re just beginning to think about your comfortable retirement, your child best education or marriage, buying a home or you’re about to step into any of it, we offer clarity and peace of mind throughout a major life transition.

We bring all the things you’d expect: years of experience, a talented team of committed professionals and top industry accreditations – we are Certified Financial Planners and SEBI Registered, the gold standard of our profession.

But most importantly, you’ll get the time you deserve, the understanding you need and complete, unwavering honesty. Being your financial planner is both a privilege and a responsibility – we’ll celebrate your successes with you, but we won’t shy away from difficult conversations. We’ll always tell you the truth about your money and we’ll make sure you know exactly what’s going on.

Are we right for you?

When it comes to managing your wealth, planning for the future and building a strategy to meet your most cherished financial goals, you and your beliefs are front and centre.

But it’s important to share our beliefs with you too. They’re the principles that guide us, so it’s important that you understand how we’ll approach managing your wealth and crucially, whether or not you agree with that approach.

Above all else, your relationship with your planner must be the right fit, so here’s what we believe.

With a mission to simplify your financial life, our process involves required steps to help ensure you receive the care, attention and service you need to achieve your financial goals. With the 3 main phases of Dream, Plan and Achieve, we strive to help you to move from Financial Confusion to Financial Freedom.

We take pride ourselves in eliminating emotional barriers to help you become a wiser and more effective financial decision-maker.

As with any important decision, we want to make sure our services align well with your unique needs and goals. Through our process, we will determine the optimal next steps for you to accomplish your most cherished financial goals.