Our Solutions
INVESTMENT
SOLUTION
PORTFOLIO
SOLUTIONS
FINANCIAL
PLANNING
INSURANCE
SOLUTIONS
REAL
ESTATE
Why Us ?
Fundwise is one of India’s leading Wealth Management & advisory Firm providing deeply customized, capital protection advisory services and Investment solutions to clients for over a decade.
Established in 2007, we advise on over INR 1.2 Billion of various assets to several High net worth Individuals, Corporates and Family offices. Fundwise was built on the fundamentals of Integrity & Trust, Transparency & Commitment at the highest level. We strive to realize full potential of clients financial goals in the most appropriate and transparent manner.
We Work With
LEGACY / TRADITIONAL
BUSINESS OWNERS
INHERITED WEALTH MANAGERS
1 & 2 GENERATION ENTREPRENEURS
CORPORATE
Let's Here From Our
Trusted Clients
“I have trusted Fundwise with my investment requirements for over 15 years. Jimit & his team’s expertise has protected my initial capital and made it grow multiple fold across various investment cycles. The integrity & focus portrayed by the team has reassured me time and again during difficult financial times”
- MR. SUNIL SETH
Owner, Sunny Advertising
“Fundwise has been our investment advisory partners for over a decade and half. During this time, what impressed me is the single minded focus that I have received from Jimit, Kunal and team. I have always been presented with multiple investment options specific to my financial needs at the time thus making me feel confident that my investments are in the right hands”
- MR. JAYDEO CHOKAWALA
MD, Apple Bakery Machinery Pvt. Ltd
“Fundwise has used my existing portfolio and maximized my returns without any divestments over our short association. I am overjoyed to be associated with such a confident investment team, who have not only analyzed my financial requirements accurately but proven their expertise by providing unique, breakthrough financial solutions”
- MR. KANAK SHAH
Entrepreneur
“For over a decade, Fundwise has been advising us on our investment requirements singularly. With their proven expertise, Fundwise has not only safely guided our financial portfolio through troubled times but has ensured high returns along with it”
- MR. KUNAL KARIA
Partner, TK Ruby and Co.