Founded in 2007 with over 50 years of collective investment experience, Fundwise has provided deeply customised, capital protection advisory services and investment management solutions to clients for over a decade Fundwise’s wealth of expertise lies in the diligent team of Chartered Accountants, MBA’s and veteran Investment professionals specialising in the dual proficiency of investment and tax management
Our Vision
To build a Wealth Management firm of excellence providing unique, breakthrough solutions with client commitment and Integrity, a workplace for highly professional and hardworking employees.
Our Mission
To be the most trusted partner for Innovative financial solutions for our clients across the spectrum and execute our responsibility with Reliability and Honesty.
Core Values
Integrity & Trust
Integrity & Trust
All Fundwise operations and decisions are guided by the key core values of integrity and trust providing clients with an assurance of long term sustainable wealth creation.
Transparency
Client Interest First
Our way of working- Being completely transparent, no hidden charges in our fees or any compensation structure.
Entrepreneurial Mindset
Entrepreneurial Mindset
At Fundwise our wealth advisors work with an entrepreneurial mindset by providing clients with breakthrough, entrepreneurial and unique solutions catered to their investment needs.
Proven Expertise
Proven Expertise
With a team of diligent and veteran investment professionals, Fundwise aims to provide capital protection solutions with high returns to all their clients.
Relentless Monitoring
Relentless Monitoring
Our team relentlessly works not only to achieve client’s financial goals, but also monitor the investments.
Our Team
The management is led by a team of seasoned professionals like Chartered Accountants, MBAs and Veteran Investment Professionals.
Jimit Majithia
Founder & CEO
Pragmatic self-starter and a leader with a strong focus on helping people achieve financial independence. As a founder of Fundwise
Kalpesh Furia
Advisor
An IT professional with 20+ years of experience in the field of HCM and Security Space. His expertise includes customer and people
Deepak H Thakkar
Advisors
Formed in the year 2007, when equity markets were shaping up Fundwise was conceptualised with an idea of creating wealth for
Life At Fundwise
