About us
About Finwallet
Creating a better future
for your loved ones
Finwallet is one of the leading personal finance management service providers in Madurai. With over 18 years of experience in the Banking, Wealth, Liability, Insurance Industry and we have the trained professionals and expertise that you need. We help you to understand your financial objectives, Financial Cash Flow and make appropriate plans for your future Goals. We take a comprehensive view of your complete personal finance picture to develop a deeper understanding of what is required to achieve your goals. We organize all your Investments, Loans & Insurance for a complete and up-to-date view of your financial situation.
Our analysis and recommendations are comprehensive and reflect your current financial position.Our wealth management system (mobile app and web application) provides both you and our team with a secure view of your financial progress. We can support and assist you online at any time, no matter where you are. Working closely together we will help you navigate all the noise, emotions and distractions that challenging markets will present. We are grateful and take pride in having many long-term relationships with our clients that exceed well over a decade.
• 550+ Families Personal Finance Portfolio
• 50crs+ Asset Under Management
• Completely Virtual Support
• Tax, Wealth, Loans & Insurance @ One Roof
Our platform of products and services provides private customers access to a robust range of investment and wealth- building tools with the personal guidance of our dedicated virtual relationship manager at your convenient time. We help you to understand your financial objectives and make appropriate plans for your future Goals. Being one of the leading Financial Planners in India we offer financial analysis financial planning, and asset allocation and also monitor your investments where you are.
Why Finwallet?
A plan outlining the steps required to meet your short- and long-term financial goals Maximizing your investment at your desired level of risk. A continuity Personal Finance plan for your family Insight and prioritization of your personal goals and aspirations Knowing which wealth transfer strategies work best in your situation. A relationship with someone you can trust and who knows you well.
Vision
The founding vision for Finwallet was to empower families to pursue their financial dreams and to serve clients’ best interests. At the end of the day, we want our clients to know that both they and their families will be well cared for. Once they have this financial peace of mind, they can then focus on more balance, joy and impact in their life. We offer a high degree of personalized service for every client. When a client joins Finwallet, we always have their best interests at heart. Because we are employee-owned, we offer objective advice and are beholden to no one but the customer. All advice that we provide is caring, and thoughtful and focuses on your goals and what you want out of life.
Testimonial
Our customers are smiling – Here’s why
With the help of the Finwallet Investment team, I could set my financial goals and plan my investments with a systematic approach. It has helped me a lot to gain such deterministic financial clarity and work toward it. Thanks to Finwallet for their continuous follow-up and support in getting this plan executed....!
Anand
I have done my internship here. I learned more about this fin wallet company. And also I have learned about finance on a practical basis. Its use and helps me to know about the finance company and how it works I really thank Ajmal sir for giving me this opportunity. This is the best company to do your internship / work here.
Viji Balamurugan
Finwallet is a leading financial institution, with an abundance of knowledge rooted in rich experience, offering hassle-free stressless investment & financial strategy plans customized to individual's needs to achieve financial freedom in a very short span, I strongly recommend Team fin wallet led by Ajmal sir 👍👍
Bharath Surya Vijay L
I’m really glad I choose Finwallet for assisting me in my investment process. They provide the best customer service and some really good investment opportunities. Thank you Finwallet for making investment easier and for your constant professional support throughout. Looking forward to investing with you in the future as well.
Kalaisirpam Thangapandi Paraman
Experienced very good communication with a staff member. It is good to go to Franklin Investments for Term investments. Members will help you with any investment-related queries. The recommendation is that you should carry basic knowledge about Mutual Funds, their Schemes, etc. As of now, I like the service of this company.
Sahaya Prakash Raj G
I recently moved back to India from the US and wanted some advice on financial planning and tax matters. Had a meeting with Mr. Ajmal and he answered all my questions to complete satisfaction, including advice on money management. I highly recommend the services provided by Finwallet. Thanks again Mr. Ajmal for your help.
Dhinesh
With the help of the Finwallet Investment team, I could set my financial goals and plan my investments with a systematic approach. It has helped me a lot to gain such deterministic financial clarity and work toward it. Thanks to Finwallet for their continuous follow-up and support in getting this plan executed....!
Anand
I have done my internship here. I learned more about this fin wallet company. And also I have learned about finance on a practical basis. Its use and helps me to know about the finance company and how it works I really thank Ajmal sir for giving me this opportunity. This is the best company to do your internship / work here.
Viji Balamurugan
Finwallet is a leading financial institution, with an abundance of knowledge rooted in rich experience, offering hassle-free stressless investment & financial strategy plans customized to individual's needs to achieve financial freedom in a very short span, I strongly recommend Team fin wallet led by Ajmal sir 👍👍
Bharath Surya Vijay L
I’m really glad I choose Finwallet for assisting me in my investment process. They provide the best customer service and some really good investment opportunities. Thank you Finwallet for making investment easier and for your constant professional support throughout. Looking forward to investing with you in the future as well.
Kalaisirpam Thangapandi Paraman
Experienced very good communication with a staff member. It is good to go to Franklin Investments for Term investments. Members will help you with any investment-related queries. The recommendation is that you should carry basic knowledge about Mutual Funds, their Schemes, etc. As of now, I like the service of this company.
Sahaya Prakash Raj G
I recently moved back to India from the US and wanted some advice on financial planning and tax matters. Had a meeting with Mr. Ajmal and he answered all my questions to complete satisfaction, including advice on money management. I highly recommend the services provided by Finwallet. Thanks again Mr. Ajmal for your help.
Dhinesh
Our Expert
Meet our experienced
team members
Kudbudeen Ajmal
Managing Director
Amarnath
Senior Manager
Padmavanathi
Relationship Manager
Shoba
Relationship Manager
Insurances provided
%
Insurances provided
Professional team
Satisfied customers
Our success rates
Our Infrastructure
Unparalleled reliability and scalability
