About us
Welcome to Finwealthy
A reputed name for comprehensive financial advisory and product distribution services At Finwealthy our mission is to provide our clients with the best solutions in wealth creation and wealth management. We are driven to provide clients with simple, unbiased and uncluttered professional advice that adds value to their quality of life and results in actionable solutions.
WHAT WE OFFER
Purchase of any financial products without consulting a financial distributor is like taking a medicine without doctor’s diagnosis. We offer our expert advice for choosing the best investments products which will lead to your financial freedom.
PLAN
Get customized advice across investments, goals, expenses, insurance, loans, estate planning, and taxes.
EXECUTE
Implement your customized advice by buying all the recommended financial products on one single platform.
MANAGE
Track your journey and review/rebalance your investments to make sure they are aligned with your goals.
WHY US?
Focus on Customer Satisfaction
We come equipped with the right attitude, people, processes and technology to ensure higher levels of satisfaction and service quality.
Client Centric Approach
All our offerings are designed keeping you in mind.
Value Added Services
Our Services ensure comfort, convenience, confidence and control to you in managing your wealth.
Right Experience & Skills
We have over 8 years of experience in financial advisory and products distribution space. Our experience, qualifications & skills enable us to understand you and your needs, and then offer you the right strategies & solutions to achieve your goals.
Driven by Passion
Serving clients is our passion and the reason why are are in the business. Nothing excites us more that helping our clients achieve their financial goals and dreams in life with our support.
Our Services
Testimonials
Rahul reddyCustomer"Finwealthy made the loan process incredibly seamless and stress-free. From the initial application to the final disbursement, their team was attentive and supportive every step of the way. I highly recommend Finwealthy for anyone seeking a reliable and efficient lending partner."
Priya PatelcustomerI can't thank Finwealthy enough for their exceptional service. They went above and beyond to tailor a loan package that perfectly fit my needs. Their professionalism and dedication truly set them apart in the lending industry. I wouldn't hesitate to choose Finwealthy again for future financial needs."
Rohit kumarcustomerFinwealthy exceeded my expectations with their prompt and personalized approach to lending. Their team took the time to understand my financial situation and provided valuable guidance throughout the entire loan process. Thanks to Finwealthy, I was able to secure the funds I needed with ease."
Neha edigaCustomerI'm incredibly impressed with Finwealthy's commitment to customer satisfaction. Not only did they offer competitive rates, but their transparency and clear communication made me feel confident in my decision to choose them for my loan. I wouldn't hesitate to recommend Finwealthy to friends and family.
Manoj Shettycustomer"As a small business owner, protecting my company's assets is crucial. That's why I turned to Finwealthy for business insurance. Their experienced agents took the time to understand my business model and assess potential risks. They then tailored a comprehensive insurance package that provided coverage for everything from liability to property damage. With Finwealthy's insurance solutions, I can focus on growing my business with confidence, knowing that I'm fully protected."