A client-first wealth partner—research led, risk aware, and purpose driven.
Finyasa Wealth is a boutique wealth management and financial planning firm. We blend deep market expertise with a human approach—so your portfolio aligns with your life milestones, risk appetite, and time horizon.
Goal mapping, cashflow planning, risk profiling, and retirement readiness.
Curated portfolios across mutual funds, bonds, ETFs, and alternative assets.
Tax-aware allocations and adequate insurance cover to protect your goals.
Ongoing reviews, rebalancing, and performance tracking with clear reporting.
Nomination, Will support, and intergenerational wealth readiness.
Global allocation views with India-focused efficiency.
Discovery
We understand your goals, timelines, responsibilities, and comfort with risk.
Plan & Design
We translate goals into an investment policy: asset mix, risk limits, liquidity needs.
Implementation
We construct portfolios with quality instruments and clear documentation.
Review & Rebalance
Quarterly reviews, rebalancing triggers, and proactive guidance through cycles.
No product bias. Your goals dictate the strategy—always.
Clear fees, simple reporting, and measurable outcomes.
Data-driven, stress-tested, and built for different market regimes.
Defined risk budgets, diversification, and disciplined rebalancing.
Personal guidance powered by robust tools and analytics.
We grow with you—from first salary to financial independence.
A multi-disciplinary team spanning investments, planning, and risk—united by a single goal: your financial peace of mind.
Co-Founder & CEO
Over 20 years of distinguished experience in banking and financial services.He was a Senior Relationship Manager & Assistant Vice President – Private Banking at HDFC Bank, and Associate Vice President at HSBC Ltd. As a visionary leader, he combines deep financial acumen with strategic foresight, empowering individuals and businesses to achieve financial growth and stability through innovative wealth management solutions at Finyasa Wealth.
Co-Founder & Director
As the Co-Founder & Director of Finyasa Wealth Pvt. Ltd., I lead a passionate team dedicated to helping individuals, families, and entrepreneurs protect, grow, and pass on their wealth with confidence and clarity. Our holistic model integrates risk management, investment planning, retirement security, and legacy creation — all aligned with each client’s unique life goals.
Digital head
Award-winning Digital Marketer | IIM Bangalore alumnus with 10+ years of experience driving growth across IT, healthcare, e-commerce & NGO sectors. Passionate about merging creativity with analytics to build brands that inspire action. Speaker, strategist & purpose-driven leader focused on digital transformation, ROI optimization & social impact.
Book a free discovery call with our advisory team.
Call us: +91 89818 34272
