About Us
Planning Futures
Since 2015, we have helped create programs and portfolios to meet long-term financial goals. Have questions about investments, taxes, retirement, and/or estate planning? One of our credentialed professionals would be glad to help.
A Proven Approach
We start by clarifying our fee structure and explaining the different ways we can help. Then we analyze your goals and compare them to your current portfolio. Then we recommend an investment strategy designed to meet your risk tolerance.
Why Us?
Our team is comprised of people with different kinds of finance experience, but we all have this in common--a commitment to ethics and integrity. We’re all fully licensed and credentialed. And you can count on unbiased recommendations and impartial guidance.
Our Team
Samyak Jain
CA Manaswini Jain
CA Manaswini Jain
Samyak Jain started his investment career in April,2015 as a wealth planner.
He’s Founder of Finwings.
CA Manaswini Jain
CA Manaswini Jain
CA Manaswini Jain
CA Manaswini Jain is Co-founder and Research Analyst
Reviewing your portfolio regularly and suggesting changes
Mrunal Panchal
CA Manaswini Jain
Mrunal Panchal
Mrunal is at Finwings since 2019. She looks after all customers grievances
Pankesh Jadhav
Kajal Vishwakarma
Mrunal Panchal
Person who looks after operations
Kajal Vishwakarma
Kajal Vishwakarma
Kajal Vishwakarma
Tax Planner and Compliance Officer