Vision
To make financial wellbeing simple, accessible and actionable for every Indian.
About Us
India’s Financial Wellness
Movement Led by Finsafe
Finsafe is India’s first financial wellbeing program and we are built on a simple belief: honest,
personalized financial education without the sales pitch.
Our Story
Built to Fill a Gap No One
Else Was Looking At
In 2013, we searched for financial wellness programs in India, but it was unheard of. Individuals also did not know how to manage finances due to a lack of education & limited right information. Companies invested in physical health and mental health benefits for employees, but financial health was not a concept of discussion. Finsafe was found to change that.
Our goal was to build a genuine financial wellness ecosystem for all Indians.
Why We Exist
Our Vision and Mission
Two commitments that have guided every program we have built since 2013.
Mission
Drive financial inclusion by enabling 1 million Indians by 2030 to build financial wellbeing and achieve financial freedom.
Thought Leadership
Shaping Financial Wellness in India
Finsafe has what financial wellbeing means for India's workforce. Through research, media commentary and public speaking, our team continues to push the financial wellness agenda forward, reaching every individual looking for a better financial future ahead.
Meet the Team
Experts Behind Finsafe
Five decades of combined experience across wealth management, banking and financial
education — all pointed at one goal.
Mrin founded Finsafe in 2013 after more than 20 years in wealth management, having worked with organizations including Citibank, Deutsche Bank and Birla Sunlife. She has extensive experience in investment advisory and banking, debt and stock markets and is regularly interviewed by CNBC TV 18, Zee Business, NDTV Profit, etc. She regularly contributes articles to print media (including monthly columns in Mint, Deccan Herald) and is quoted by Business Standard, Economic Times, etc.
Mrin has been a member on the SEBI advisory committee for Investor Protection & Education Fund from 2022–26.
She has won the CNBC Grand Jury Prize for work done towards financial education & inclusion in the UTI CNBC Financial Advisor Awards 2015 & 2017.
- 30+
- Years in Wealth ManagementCitibank, Deutsche Bank and Birla Sunlife.
- 2022–26
- SEBI Advisory CommitteeInvestor Protection & Education Fund.
- 2x
- CNBC Grand Jury PrizeUTI CNBC Financial Advisor Awards, 2015 & 2017.
With over 23 years of experience across banking and mutual funds, Anusha leads Finsafe's training design, financial simulators and educational content strategy. Having spent more than a decade managing services, operations and sales at Citicorp and HDFC Asset Management Company, she transitioned to financial education in 2015 by joining Finsafe.
Anusha plays a pivotal role in conducting intermediate to advanced-level training, developing complex financial simulators and curating educational content. Her expertise spans investment products, loans, insurance and tax planning and she has been instrumental in designing e-learning programs and financial calculators to simplify wealth management concepts.
- 23+
- Years in Banking & FundsCiticorp and HDFC Asset Management.
- 2015
- Joined FinsafeMoved from banking into financial education.
- 100%
- Education-LedTraining design, simulators and content.
Our Journey
From Idea to a Nationwide Platform
- 2013
Finsafe is founded to bring unbiased financial education to India’s workforce, starting with in-person workshops.
- 2014–2015
Womantra launches as India’s first dedicated program for women’s financial planning; Mrin Agarwal wins the CNBC Grand Jury Prize for financial education and inclusion.
- 2016–2019
Finsafe scales beyond in-person training, reaching over 2,50,000 individuals through expanded corporate partnerships and digital learning modules.
- 2020–2023
The FinLeap Financial Wellbeing Platform was introduced, bringing Financial Health Scores, planning tools and calculators to employees digitally.
- 2024–2026
Finsafe has empowered 4,50,000+ individuals and 300+ employees through the corporate financial wellness partnerships.
- 2026–Today
India’s first and most trusted financial wellbeing program available to all Indians, including both corporate employees and individuals looking for personal finance programs.
Who We Work With
Powering Corporate Financial
Wellness Programs Across India
From fast-growing startups to well-established enterprises, we partner with organizations across India to deliver corporate financial wellness programs that employees genuinely value.
61%
IT/ITES/GCC
14%
FMCG
14%
Manufacturing
4%
Pharma
6%
Others