A partnership, not a product.
We do not sell you something and leave. We sit on your side of the table and stay there, coordinating the whole of your wealth across generations.
Three commitments that change everything.
Most wealth advice in India is quietly compromised by the way it is paid for. We built the practice to remove those compromises, structurally.
Conflict-free
We are paid by you, never by products. No commissions, no in-house funds to push, no hidden incentives bending the advice.
Advisory-led
Advice comes first, implementation follows the plan. Every recommendation is judged against your goals, not a sales target.
One accountable team
A single standing team holds your whole picture, investments, tax, estate and governance, and answers only to your family.
How an engagement unfolds, step by step.
Discovery
We map your full balance sheet, your family, and what you actually want wealth to do. No products, no pitch. A clear, honest picture first.
Blueprint
A written family-office blueprint: investment policy, structure, succession, tax and governance, sequenced into a plan you can hold us to.
Implementation
We coordinate every moving part, advisors, bankers, lawyers and accountants, so the plan is executed cleanly under one accountable team.
Stewardship
Ongoing oversight, consolidated reporting and steady review. As markets and your family change, the plan adapts, and you stay informed.
How an engagement unfolds.
- 01
Discovery
We map your full balance sheet, your family, and what you actually want wealth to do. No products, no pitch. A clear, honest picture first.
- 02
Blueprint
A written family-office blueprint: investment policy, structure, succession, tax and governance, sequenced into a plan you can hold us to.
- 03
Implementation
We coordinate every moving part, advisors, bankers, lawyers and accountants, so the plan is executed cleanly under one accountable team.
- 04
Stewardship
Ongoing oversight, consolidated reporting and steady review. As markets and your family change, the plan adapts, and you stay informed.
From curated access to a multi-family office.
One ladder, three ways in. You move up as your needs deepen, from product access to a full advice-first family-office framework.
Finwisor Select
Curated product access for self-directed investors.
- Access to curated products
- Execution support where needed
- No advisory fee
Finwisor Family Office
An advice-first, institutional wealth framework.
- Holistic wealth architecture
- Strategic asset allocation
- Ongoing advisory oversight
Finwisor 360
A structured, advice-first review and a clear roadmap.
- Second opinion on your portfolio
- Retirement and income planning
- Goal-based financial planning
Tiers reflect Finwisor’s real engagement ladder. Finwisor Select and Care are offered through the wider Finwisor practice at finwisor.com. Minimums and fees are indicative and confirmed during onboarding.
Let us show you what one team can do.
Start with a confidential conversation. No obligation, no pitch, just clarity on where you stand and what is possible.