Sucheta has worked with many respected asset management companies for long time. With 17 years of extensive experience in the financial services industry, her expertise spans a wide range of investment products, including mutual funds, curated stock portfolios( SEBI registered Advisors), Portfolio Management Services (PMS), & Alternative Investment Funds (AIFs). She is an investor .
As the founder of FinWise Investor Services, Sucheta is dedicated to providing ethical and unbiased financial guidance to individuals and families seeking to create, grow, and preserve their wealth. Her approach is driven by a passion for simplifying investments and empowering clients to achieve their financial goals with confidence and clarity.
After a successful corporate career, she recently made the decision to follow her passion for empowering individuals and families in their journey of wealth creation.
Her dream is to enable families &individuals to make life decisions without financial constraint.
Practice at a glance
17
Years of Experience
30
Families Served
₹30
Crores Managed
Practice Details
Min Monthly Investment: --
Min Lumpsum Investment: --
Nature of earnings:Commissions
Mode of Meetings:Hybrid (Physical + Virtual)
Specialises working with:
Language Spoken:
Qualification Completed
QPFP – Qualified Personal Finance Professional
Licenses Held
AMFI Registered Mutual Fund Distributor
Education
Industry Education
NISM V-A – Mutual Fund Distributors Certification
Can help you to
Plan Complete Finances
Children’s Goals
Organize Financials
Buy a Home
Invest for Goals
Plan Retirement
Save Taxes
Build Wealth
Can help you buy / invest in
Mutual Funds
Complimentary Services
Get any of the free services to experience working with FinWise Investor Services.