Who we are

As a financial distribution organization, we specialize in various investment products and prioritize the well-being of our clients. Our organization is recognized as one of the top performers in the eastern region, managing approximately 250 crores of assets and serving nearly 3000 clients throughout India. With a 25-year history in the financial services industry, our team at Finowlish has demonstrated expertise in investment services while adhering to regulatory standards and navigating market volatility. We offer a comprehensive range of financial solutions, including retirement solutions, portfolio rebalancing, mutual funds, life and general insurance, RBI/tax-free/investment bonds, and PMS distribution.

Our Philosophy

Our philosophy centers around delivering independent, impartial, and transparent financial services. We strive to ensure that our clients comprehend financial activities and options to make informed decisions, thereby establishing enduring relationships with them. We strongly believe that a satisfied client is the most effective form of advertisement for any organization.

Our Commitment

At the heart of our commitment lies a dedication to prioritizing our clients' interests in all our services. We help our clients towards achieving their financial goals and support them throughout the journey. Understanding each client's distinct needs, values, and objectives is critical to us, and we strive to fulfill their aspirations through comprehensive investment techniques. Our approach is based on well-researched principles, and we collaborate with our clients closely, ensuring they are informed at every stage of the investment process.

Our Mission

Our mission is to foster our clients' wealth by equipping them with the knowledge and information necessary to achieve their financial objectives through effective personal finance.

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