Who we are
Finwise Financial Planners and Advisors is a Sebi Registered Investment Advisory Firm committed to being your partner in building a better future. We guide you through a personalized investment journey, tailored to your unique financial needs and risk profile.
Our comprehensive approach offers customized financial planning to guide your decisions, practical advice and education to inform your choices, and strategic investment management that balances rewards with risks, to help you reach your goals in the most optimum way.
We aim to be more than just investment advisors; we strive to be your long-term trusted personal finance partner and coach, supporting you in enjoying your success today while preparing for whatever the future may bring. At Finwise FPA, we’re committed to being with you every step of the way.
About the founder
Girish Ganaraj is the founder of Finwise Financial Planners and Advisors. He is a CFP® (Certified Financial Planner) and SEBI Registered Investment Advisor. A graduate from VJTI, Mumbai, and post-graduate from the IIM, Lucknow, Girish combines his expertise with a passion for financial independence and well-being. Prior to setting up Finwise, Girish had over 22 years of experience in the private sector, having been in leadership roles in leading organizations like Vodafone, HDFC Life and Blow Plast Limited.
He writes regularly on personal finance (www.ria.finwise.in/blogs) and is a columnist at Moneycontrol.com.
He and his spouse Prathiba set up their personal finance and investments services practice in 2012, when the penny dropped for them and they became their own first financial planning customers. They are both now in this space full-time, helping individuals and families get on the path to financial independence, achieve their dreams, re-discovering their passions and living a joyful life, while being financially secure.
He is a voracious reader, and while not at FFPA, he likes to catch on his reading. He is a firm believer in the modified maxim “Health is wealth and good health is priceless” and his mantra for staying healthy and fit is long-distance running and over the last 12 years has run multiple full and half marathons. He is also the proud father of Ananya and Advait, both of whom have flown the coop, and are building their respective skills in the space of Design and Law respectively.
‘I may not have gone where I intended to go, but I think I have ended up where I needed to be’ – Douglas Adams,
&
‘The reasonable man adapts himself to the world, the unreasonable one persists in trying to adapt the world to himself. Therefore all progress depends on the unreasonable man’ – George Bernard Shaw.
The last 25 years have been exhilarating and where I am and what I am doing today is built upon the experiences that I have sought and had over these years. It has been a hugely satisfying journey, culminating in our building a practice through which we make a material change for the better in people’s financial well-being.
A few books along the journey that have helped me shaped my thoughts and beliefs are –
“Rich Dad, Poor Dad – Robert Kiyosaki, Man’s Search for Meaning – Viktor E Frankl, Mindset – Carol Dweck, and Fooled By Randomness – Nassim N Taleb.”
Why Choose
Finwise Financial Planners and Advisors
Finwise FPA addresses your key personal financial challenges by providing
Vision, Mission, Values and Purpose
Vision
-(What we want to be)-
To be a reputed independent boutique advisory practice that provides customized personal financial planning and investment solutions to Indian and NRI families.
Mission
-(Therefore, what we want to do)-
To set our customers and their families on the path to financial well-being and be their personal financial friend, philosopher and guide on that journey, as we walk together with them.
Values
-(How we will do it)-
- We will be Independent (ie. not aligned to any institution) in order to keep the interest of the Customer First
- Our aim is to build Customer Partnerships that have Longevity
- We will conduct our relationships with Integrity and Authenticity
- We will be Honest and Transparent in our interactions with all – customers and institutions
- Our engagement with customers will be Empathetic and Consistent so that we are seen as Trustworthy and Reliable
- Our communications will be Simple and Proactive
Purpose
-(Why we want to do it)-
The purpose of Finwise is to get families on the path of and help them achieve financial independence and freedom. As part of that we will continuously engage with our customers and be a reliable partner to them through the various stages of their financial well-being journey.