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.
“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”
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Kalpesh Furia
Kalpesh is an IT professional with twenty plus years of experience in the field of HCM and Security Space. His expertise includes customer and people management. He enjoys generating new ideas and devise feasible solutions to broadly relevant problems. His colleagues would describe him as a driven, resourceful individual who maintains a positive, proactive attitude when faced with adversity.
Currently with he works as a Managing partner at 4X technologies Private Limited. 4X works as system Integrator Business to work with CIO’s and CHRO’s communities. He would love to work with leaders, across industries, through our Products and Services, in the existing VUCA Business environments. Leaders of today’s world need to stress on Cognitive Readiness, which is mental, emotional and interpersonal preparedness for attacking, uncertainty and risks. It complements Critical Thinking by emphasising non-rational, non-logical skills.
At Fundwise, Kalpesh works as an advisor for technological advancement of various fin-tech initiatives, generating ideas and implementing the same to take Fundwise to next level of client satisfaction .He is also a critical thinker and a management veteran contributing ideas for the growth of the company.
Deepak H Thakkar
Shri Deepak Thakkar is a Chartered Accountant from 1984 and has an illustrious career spanning decades advising clients both Large Multinationals as well as midsize companies on all aspects of Taxation. He is an authority on Indirect Taxes, particularly GST. His command over his subject has got him many accolades and CAs in practice refer their clients to him for more detailed advices. He has authored many books and has been a faculty at various lectures, webinars and presentations conducted by ICAI, BCA, GSTPAM, AIFTP and various tax bodies.
At Fundwise Shri Deepak Thakkar advises the board on various aspects of the business and contributes to identify the path for future growth. Being a finance professional, his years of experience and advice helps the company to navigate into the future and create a wealth creating journey for the clients of Fundwise.
Fundwise deeply values the suggestions given by him for the future growth and sustainability of the company.
Jimit Majithia
Pragmatic self-starter and a leader with a strong focus on helping people achieve financial independence.
As a founder of Fundwise, Jimit brings over 16 years of experience in Financial Markets. He has been advising HNI’s and UHNI’s on investments, financial planning, succession planning, business strategy and Philanthropy.
Prior to founding Fundwise, he was practicing as a Chartered Accountant advising corporates and SMES on businesses, advising them on both direct as well indirect taxes and consulting them on business restructuring and strategy.
Jimit has been a regular speaker at business and professional forums on “Opportunities in Options trading” and “How to use option data to analyse the markets movement”.
Besides being a passionate financial planner, Jimit is an Avid Biker and has travelled to Leh & Ladakh, Lahul & Spiti valleys. He is also associated with charity work and runs a website “simplecause.org” to support NGOS not having online presence.
He is a Chartered Accountant from the Institute of Chartered Accountants of India and an Alumni of the prestigious Narsee Monjee College of Commerce, Mumbai.
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