Since 2012, Finsetter has empowered over 5,000 families and businesses with trusted financial guidance — from wealth creation to comprehensive protection planning.
Two pillars that define every decision we make and every relationship we build.
To democratize access to world-class financial planning for every Indian household — making sophisticated investment strategies, comprehensive insurance protection, and long-term wealth creation available regardless of income level or financial literacy. We simplify complexity and deliver clarity.
To become India's most trusted financial services partner by 2030 — building a future where every Indian is financially secure, adequately protected, and confidently invested. We envision a nation where smart financial decisions are the norm, not the exception.
A decade of growth, milestones, and unwavering commitment to our clients' financial well-being.
Established in Mumbai with a founding team of 5 passionate finance professionals, a single office, and a bold vision to reimagine financial advisory in India.
Three years of exceptional service and word-of-mouth growth brought us our first major milestone — 1,000 satisfied clients trusting Finsetter with their financial future.
Expanded beyond insurance to launch our full-service Mutual Funds division, becoming a SEBI registered investment advisor and offering comprehensive portfolio management.
Accelerated our digital journey with a fully online advisory platform, video consultations, and paperless onboarding — serving clients across 28 states seamlessly.
A landmark year — crossed 5,000 active clients, ₹250 crore in assets under management, and expanded to offices in Delhi, Bengaluru, and Pune.
Certified professionals with decades of combined experience, committed to your financial success.
MBA Finance, IIM Ahmedabad • CFP Certified • SEBI Registered Advisor
LinkedInCFA Level III • MBA Finance, XLRI • AMFI Certified Fund Expert
LinkedInB.Com, FCA • IRDAI Licensed • Chartered Insurer (ACII, London)
LinkedInCFP Certified • B.Com Honours, DU • Estate Planning Specialist
LinkedInEvery service we offer operates under the strictest regulatory frameworks — your protection is our priority.
Securities & Exchange Board of India registered Investment Adviser. Regulated under SEBI (Investment Advisers) Regulations, 2013.
Association of Mutual Funds in India certified distributor. All advisors hold valid NISM Series V-A certifications for mutual fund distribution.
Insurance Regulatory & Development Authority of India licensed broker for all lines of insurance — life, health, motor, home, and travel.
Three principles that guide every conversation, every recommendation, and every relationship at Finsetter.
We place your interests above everything else. Our advice is always unbiased, our disclosures are always complete, and our recommendations are never commission-driven. Trust, once built, is never compromised.
We continuously invest in technology and research to deliver smarter solutions. From AI-powered portfolio analytics to real-time claim tracking, we harness innovation to keep your finances ahead of the curve.
Every rupee saved, every claim settled, every goal achieved — that is our measure of success. We go beyond transactions to create lasting financial transformation in the lives of the families and businesses we serve.
Join 5,000+ satisfied clients who trust Finsetter with their financial future. Get a free, no-obligation consultation today.