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Discover FinWish: Where Financial Dreams Take Flight
Surat's leading wealth management firm with Over a Decade Expereince in Equity & Debt Markets. We offer customised financial solutions through diverse investment vehicles to help achieve your financial goals
About FinWish Wealth
FinWish Wealth was founded in 2016 by 3 seasoned financial experts who know the Indian market inside out. We've since grown to a team of 13, including 10 dedicated support staff, all committed to being the trusted partner for investors seeking smart, reliable wealth management.
Our client-first philosophy means we craft strategies tailored to your unique goals, risk appetite, and timeline. Transparency, compliance, and ethics are the cornerstones of everything we do.
FinWish Wealth at a Glance
450+
Client Portfolios
Serving high-net-worth individuals, corporates, and family offices with personalized strategies.
10+
Years Experience
Our leadership team brings decades of combined expertise in Indian financial markets.
Financial Planning
Growth Investment
Growth investments like Mutual Fund are the engine of wealth creation in a financial plan.
🛡️ Beat Inflation
🎯 Achieve Long-Term Goals
đź“Š Compounding Effect
đź’° Tax Efficiency
Insurance Cover
Mediclaim (Health Insurance) Cover – As per Living City
Life Insurance Cover – Based on Responsibility
Best Practice:
  • Prefer term insurance (pure protection) over traditional endowment or money-back plans.
  • Buy early (Youth) to lock in lower premiums.
  • Combine with a will and proper nominations.
Fixed Income investment
Cover all your fixed monthly/annualy expense through fixed income to maintain liquidity
🔍 Estimate Your Annual Expenses
🏦 Target Fixed Income Corpus =
Annual Expesne/Expected Post Tax Return (7-8%)
Fixed Income Solutions
Government Bonds
Secure investments in Central & State government securities with 7-10 year tenures offering steady returns with sovereign backing.
Non-Convertible Debentures
Higher-yield opportunities through carefully selected NCDs from India's leading corporate issuers with attractive interest rates.
Corporate Debt Funds
Professionally managed exposure to corporate bonds with options for monthly or quarterly income distribution to meet your cash flow needs.
Equity & Alternative Investments
Mutual Funds
Curated selection of equity, hybrid and thematic funds with systematic investment plans (SIPs) for disciplined wealth creation over time.
Portfolio Management Services
Customized equity portfolios designed for alpha generation through active management and strategic stock selection.
Alternative Investments
Diversification through gold-linked instruments, real estate AIFs, and other alternative assets for wealth preservation and enhanced returns.
Connect With Us
Contact Information
Address: B lift 406-407, Ambrosia Business Hub, VIP Road, Vesu, Surat, Gujarat-395007
Email: finwish1996@gmail.com
Knowledge Bank

33:09

YouTube

One Idiot - An Amole Gupte Film & an IDFC Foundation Initiative

One Idiot is part of the IDFC Foundation's commitment to educate the youth of India to be financially independent. Join us on Facebook: http://www.facebook.com/oneidiotthemovie/ Visit us on http://www.oneidiot.in Created in collaboration with Amole Gupte, this movie is the story of the "Idiot", Bugs. Bugs, in the movie, is the affable, run-of-the-mill neighborhood "uncle ji" who, by the looks of it, does nothing in life and lives a frugal life. Wearing rubber chappals and debating with the veg

13:53

YouTube

This is How Compounding works - MUST WATCH | Mohnish Pabrai | Stocks | Investment

Mohnish Pabrai emphasizes that compounding is the magic of investing, where wealth snowballs over time through the reinvestment of returns. He illustrates how even modest annual returns can lead to substantial wealth accumulation over long periods. Pabrai advocates for patience and discipline, highlighting the power of staying invested and allowing compounding to work its wonders. Renowned investor Mohnish Pabrai emphasizes the profound impact of compounding in the stock market. According to Pa

21:45

YouTube

DEBT MUTUAL FUNDS Explained: Beat FD Returns EASILY! | Ankur Warikoo Hindi

In this video, I break down why debt mutual funds are a much smarter alternative to fixed deposits. While most people think mutual funds only mean equity and SIP investments, debt mutual funds offer a fixed option also.

Privacy Policy– Finwish Mutual Fund
About Finwish
Finwish we provides mutual fund advisory & distribution services in India. This policy explains how we collect, use, and safeguard your information, and the rights you have over it.
Information We Collect
  • Personal & KYC: name, date of birth, address, email, phone, PAN, photographs/signatures, KRA/CKYC details, FATCA/CRS declarations, risk profile.
  • Financial & Transactional: bank/mandate details (masked where feasible), investment preferences, orders, confirmations, portfolio, transaction history, support interactions.
  • Device & Usage: IP address, device and OS details, app version, crash logs, pages/screens viewed, timestamps, referrers, cookies.
  • Optional: marketing preferences, survey responses, aggregated analytics.
How We Use Data
  • Onboard you, perform KYC/AML checks, risk profiling, and process mutual fund transactions.
  • Display and maintain your portfolio, statements, and service history.
  • Fulfil legal and regulatory obligations under SEBI and AMFI guidelines.
  • Improve performance, security, and user experience of our app and website.
  • Send educational and marketing content with your consent (opt-out anytime).
Sharing and Disclosures
We never sell your data. We may share it with:
  • AMCs, RTAs, KRAs, Depositories → For transactions & compliance
  • Regulators and authorities such as SEBI, AMFI, FIU-IND, and the Income Tax Department.
  • Vendors providing hosting, payment processing, analytics, and customer support (under strict confidentiality).
  • Business partners during mergers, acquisitions, or reorganizations, with safeguards.
Legal Basis
We process data to deliver services (contractual necessity), meet legal obligations, protect our legitimate interests, and with your consent for specific activities.
Security
We use encryption, access controls, monitoring, and regular reviews to protect your data. While no system is fully secure, we continually enhance protections.
Data Retention
We retain data as long as necessary for services, legal compliance, and dispute resolution. Once no longer needed, data is securely deleted or anonymized.
Your Rights
You can:
  • Access and update your data.
  • Request deletion or restriction (subject to law).
  • Withdraw consent for certain processing.
  • Opt out of marketing communications.
Cookies and Tracking
We use cookies to remember preferences, secure sessions, and analyze usage. You can manage cookies in your browser settings.
App Permissions and Analytics
  • Notifications: alerts and updates (optional).
  • Biometrics: secure login (processed on-device).
  • Storage/Files: statement downloads or document uploads you choose to make.
    We do not currently use third-party advertising trackers.
Children’s Privacy
Our services are intended for adults. If we receive information from a child without proper consent, we will delete it upon request.
Contact and Grievance Officer (India)
Finwish
Email: finwish1996@gmail.com
Phone:- +91 74058 95359
Website: https://finwish.co.in
Grievance Officer (as per IT Rules/DPDP)
Name: Ashish Mohata
Email: finwish1996@gmail.com
📍 Address: B Lift 406-407, Ambrosia Business Hub, VIP Road, Vesu, Surat, Gujarat – 395007