‘While most of us put in our best efforts towards making money, not many of us know how to make our earnings flourish and fuel our dreams. Financial know-how and intelligent planning is all it takes to transform small savings into big funds.’
Finsafe is a finance education organization focused on equipping people with strategies to handle their money with focus on goals, growth and safety. Finsafe’s vision is to transform 1 million people into intelligent investors by 2025. Together, we can usher in a new era of wealth-building for the nation.
Founded by industry experts with decades of experience in Banking, Financial Services, Wealth-Management and Investment Planning, Finsafe provides robust insights to anyone trying to do more with their money.
In the last 8 years, Finsafe has impacted more than 2,00,000 people through training programs on money management. This experience pointed out a worrying trend – most working young in India have little or no understanding of the basics of financial investment, making them vulnerable to wrong advice or uninformed decisions. Trending lifestyles, coupled with ignorance, lead to scenarios where people are unlikely to meet their life goals due to mismanaged finances.
Finsafe was created to fill in the vacuum that exists in place of financial awareness. In-person trainings have limited scope in covering the length and breadth of India. Navigating past this roadblock, Finsafe came up with the webinars and e-learning courses, which has the power of engaging unlimited number of wealth-aspirants through the world-web.
The key objectives of Finsafe are to provide a scalable learning solution and a Knowledge Center to enable continuous learning in personal wealth management.
Mrin Agarwal, Founder of Finsafe India Private Limited
Mrin has more than 27 years of experience in wealth management and has worked with Citibank, Deutsche Bank and Birla Sunlife. She has extensive experience in investment advisory and banking, debt and stock markets. Mrin was an Independent Investment Advisor, managing a multi-family office for exceptionally high net worth clients, prior to starting Finsafe.
Mrin founded Finsafe, a financial education organisation in 2014, focused on equipping Indians with strategies to handle their money based on goals, growth, and safety. The company has already impacted over 3,00,000 people in the last 9 years of its journey. Mrin is also the co-founder of Womantra, a financial awareness program for women, professionals or otherwise.
She has won the CNBC Grand Jury Prize for work done towards financial education & inclusion in the UTI CNBC Financial Advisor Awards 2015 & 2017. Mrin is regularly interviewed by Zee Business, CNBC, ET Now, Bloomberg Quint, Moneycontrol, Radio One & Money 9. She regularly contributes articles to print media (including monthly columns in Mint, Moneycontrol & Deccan Herald) and is quoted by Business Standard, Economic Times, etc.
Mrin’s relentless passion for financial education is aimed at addressing India’s financial literacy gap and transforming the economy through empowering people to make informed choices. Mrin is also a member on the advisory committee of SEBI Investor Protection and Education Fund.
Anusha Rathore, has more than 20 years experience spanning across banking & Mutual fund industry.
After working for over decade, handling multiple functions like managing services, sales and sales support at Citicorp and HDFC Asset Management Company .She joined Finsafe, a finance education organisation in 2015, which is focused on equipping Indians with strategies to handle their money based on goals, growth, and safety. She is a senior consultant and financial educator and currently handles training and content development for Finsafe. Anusha has trained over 1,00,000 associates.
Anusha with her extensive knowledge in investment products, loans, insurance and tax planning has put together content for the e-learning programs developed at Finsafe. She was also part of Womantra, a program developed exclusively for working women professionals.
Soumya Anand, comes with more than 18 years experience spanning across Mutual fund and financial services industry.
She has headed the Bangalore branch while working at Karvy Computershare Pvt Ltd. She has handled various roles like operations, client services, sales and sales support while working at Karvy Computershare Pvt Ltd and HDFC Asset Management Company.
She joined Finsafe, a finance education organisation in 2016, which is focused on equipping Indians with strategies to handle their money based on goals, growth, and safety. She is a financial educator and currently handles corporate sales and content development for Finsafe India Private Limited. She has trained more than 10,000 people and guided them on how they can manage their money better.