About Finwise
Three decades of sitting across the table from families like yours,listening, planning, and building wealth together.
Arun Banerjee
Founder & Principal Financial Advisor | Bhopal, India
For over three decades, I've sat across the table from families just like yours,listening to their dreams, their worries, their 'what ifs.' From a young professional starting out in Bhopal to guiding 2,500+ families across India, one thing has never changed: I believe every family deserves an advisor who knows their name, not just their account number.
"I don't manage portfolios. I protect family dreams."
30+
Years Experience
2,500+
Families Guided
4.9/5
Client Rating
30+
Years Experience
2,500+
Families Guided
120+ Cr
Wealth Managed
4.9/5
Client Rating
Our Story
When Arun Banerjee started advising families in Bhopal over 30 years ago, the financial industry looked very different. But one problem was the same,ordinary families couldn't get honest, affordable financial advice without being sold products they didn't need.
Finwise was built on a simple conviction: every Indian family deserves a financial advisor who speaks their language, understands their dreams, and genuinely puts their interests first,not commissions.
Today, Finwise is the trusted financial partner for 2,500+ families across India. From Bhopal to Bangalore, we listen first, advise second, and stay with you for the long haul.
Professional Certifications
Arun's expertise is backed by nationally recognized certifications and three decades of hands-on experience.
Licentiate
Insurance Certification
Recognized by the Insurance Institute of India
CFGP
Certified Financial Goal Planner
Comprehensive financial planning expertise
AFGP
Associate Financial Goal Planner
Advanced goal-based financial advisory
MFD
Mutual Fund Distributor
AMFI registered mutual fund distributor
Our Mission
To bring honest, jargon-free financial advice to every Indian family,starting from the heart of India.
What We Stand For
Transparency
No hidden fees, no fine print, no surprises. You'll always know exactly what you're paying for and why.
Simplicity
If we can't explain it in plain language, we don't recommend it. Finance should empower you, not confuse you.
Your Family First
Your goals drive every recommendation we make. We earn your trust by putting your family's interests ahead of everything else.
Rooted & Reachable
Based in Bhopal, serving families across India. We're not a faceless corporation,we're a phone call away, always.