Finwallet

Finwallet - Personal Finance and Wealth Management Services Finwallet has been a trusted provider of personal finance and wealth management services since 2016. We specialize in a comprehensive range of virtual financial services, including investment management, insurance, loans, income tax planning and filing, and wealth management. Our Expertise: ⤷ Wealth Management: Personalized strategies to optimize your wealth and financial well-being. ⤷ Investment Management: Tailored strategies to grow your wealth. ⤷ Insurance: Comprehensive coverage solutions to protect your assets. ⤷ Loans: Personalized loan services to meet your financial needs. ⤷ Income Tax Planning and Filing: Efficient tax strategies to maximize your returns. Our Clients: ⤷ Corporate salaried individuals ⤷ Business owners ⤷ Doctors ⤷ Non-Resident Indians (NRIs) Our Achievements: ⤷ Serving over 630+ families in managing their personal finance portfolios. ⤷ Over ₹286 crores in assets under management. ⤷ A dedicated team of 25+ professionals committed to your financial success. ⤷ At Finwallet, our motto is simple: "We don’t sell…………We do Service." Our focus is on delivering exceptional service to ensure your financial well-being. Join us on our journey and let us help you achieve your financial goals with our expert guidance and personalized services. Connect with us on LinkedIn to stay updated with our latest offerings and insights.

Website

http://www.finwallet.co.in

External link for Finwallet

Industry

Financial Services

Company size

11-50 employees

Headquarters

Madurai

Type

Self-Owned

Founded

2016

Specialties

Finacial planning, Financial advisor, Personal Finance Management, wealth management, loan management, insurance management , income tax planning, income tax filing, and Retirement planning