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 advisory 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 advisory 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.
One practice, three ways in.
Start with an independent read on what you already hold, and go as deep as your situation actually needs. Advice from ₹499, with no minimum to begin, up to a full family-office mandate.
Finwisor Family Office
An advice-first, institutional wealth framework.
- Holistic wealth architecture
- Strategic asset allocation
- Ongoing advisory oversight
- Investable
- ₹2 Cr
- Net worth
- ₹100 Cr
Finwisor 360
Ongoing advice across the whole balance sheet.
- Advice across the whole balance sheet
- Charged on assets, never on products
- Retirement, income and goal planning
- Investable
- ₹50 L
- Net worth
- ₹2 Cr
Want products implemented rather than advice?
Finwisor Care is an execution-led distribution service offered by Finwisor, a separate entity, from ₹5 Lakhs. Regulation requires you to choose one relationship or the other, so it is not a tier of the ladder above, and we will tell you plainly which one fits.
Finwisor Wealth Management is a SEBI Registered Investment Adviser and is paid only by you. Minimums 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.