Second Opinion

A second opinion on the portfolio you already own.

Most portfolios are only ever looked at one product at a time, usually by the person who sold that product. This is the other view, from a SEBI Registered Investment Adviser with nothing to sell you.

The quick read

Finwisor Review

₹499once, report and call

A written report on the shape of your portfolio and the hole in it, and a call to go through it.

What you get back: A written report, adviser-checked, yours to keep
How deep it goes: The structure: asset classes, the four strategic parts, concentration and cost
The call: 15 minutes
Who it covers: You
What to do next: Discussed on the call, not written as instructions

Stops at the structure. No individual holding gets its own verdict.

See what you get

The full picture

Finwisor Deep Dive

₹14,999₹25,000once

Every holding across your family, assessed one by one, written up and walked through.

What you get back: A full written report, adviser-checked, yours to keep
How deep it goes: Every line of your statement gets its own verdict
The call: A detailed walkthrough with the adviser who read it
Who it covers: You and your family
What to do next: Written actions, with illustrative scenarios

No fund is named. A second opinion that ends in a product is a sale.

See what you get

Both include

Your statements read and analysed before the call
Every figure computed from your own numbers, never estimated
Checked and signed off by a SEBI Registered Investment Adviser

Both are delivered by Finwisor Wealth Management, a SEBI Registered Investment Adviser, registration number INA000022127. Paid securely through our payment gateway, once, with no subscription and no renewal.