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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
Founded in 2016, FinWish Wealth was built by three seasoned financial professionals with deep understanding of the Indian financial markets. What began as a focused advisory firm has grown into a 13-member team, supported by 10 dedicated professionals who ensure seamless service and consistent client support.
At FinWish Wealth, we follow a client-first approach. Every strategy we design is tailored to individual financial goals, risk appetite, and investment timelines. We believe wealth management is not just about returns, but about trust, clarity, and long-term partnership.
Financial Planning
Equity-Led & Alternative Opportunities
🛡️ Beat Inflation
🎯 Achieve Long-Term Goals
📊 Compounding Effect
💰 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%)
Equity-Led & Alternative Opportunities
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 return
Stable Income Products
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.
FinWish Insights & Resources
Understanding SIP Benefits
Discover the power of Systematic Investment Plans (SIPs) and how they can help you achieve your long-term financial goals.
Share How to Participate In India's Growth Story: Mutual Funds a Simple Solution
Mutual funds are an easy way to grow your money with India’s growth diversified, professionally managed, and simple to invest in.
Debt Funds vs Fixed Deposits: Where Should You Park Your Safe Money?
Both debt funds and fixed deposits aim to protect capital, but debt funds offer better tax efficiency and flexibility, while FDs provide guaranteed returns. The right choice depends on your time horizon and tax bracket
Stay informed with expert insights and financial planning guides.
Connect With Us
Contact Information
Address: B lift 406-407, Ambrosia Business Hub, VIP Road, Vesu, Surat, Gujarat-395007
Email: finwish1996@gmail.com
Privacy Policy
Finwish provides mutual fund advisory & distribution services in India. We are committed to protecting your privacy and handling your personal and financial information with the highest standards of security and compliance. Your data is used solely for providing services, meeting regulatory requirements, and improving your experience.