‘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 training 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. Finsafe takes pride in being the ﬁrst of its kind of company in India – providing comprehensive education on personal money management and reaching out across India by leveraging e-learning technologies.
Our journey began as Womantra – an organization focused on training women in matters of intelligent money-management. We took on the challenge of changing mindsets about gender roles in matters of ﬁnance. Women can manage long-term ﬁnances with the same ease that they demonstrate with household budgets, the only gap is that of awareness.
In the last 2.5 years, Womantra’s team has conducted in-person trainings for more than 6000 people employed with 60 corporates across India, with special emphasis on women. 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 e-learning modules FinSmart & FinStart which have 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.
Our Director Mrin Agarwal has more than 2 decades of experience in wealth management, financial education & inclusion. Her extensive experience spans investment advisory and banking and debt and stock markets. She has worked with Citibank, Deutsche Bank and Birla Sunlife in wealth management, handling large investment portfolios. Her achievements are underlined by the highest accolades in the industry, namely 2 consecutive Asia Pac awards and multiple national awards.
Forging ahead in her quest for excellence, Mrin worked as an independent investment advisor managing a multi-family oﬃce for exceptionally high net worth clients and took center-stage as one of the top 10 independent investment advisors in India by assets under management. She co-founded Womantra, a ﬁnancial awareness program for working women. Womantra has won the CNBC Grand Jury Prize for work done towards ﬁnancial education and inclusion in the CNBC ﬁnancial advisor awards 2015.
Mrin has been interviewed by CNBC, E Now and Hubbis and regularly contributes articles to print and online media. Mrin has been a judge on the Zee Business show “Hunt for India’s smart investor 2015”. Mrin has also been the treasurer at FICCI-FLO, Bangalore chapter and is a Sheroes Mentor. Mrin’s is now a full-time financial educator, pursuing her passion for financial inclusion.
Rima Hinduja has been a private banker for the past 15 years with rich experience in wealth management and advisory and has worked with Citibank, Standard Chartered Bank, HSBC and Yes Bank. In the last 2 years, she has been running her own Independent advisory business under Profound Management Pvt. Ltd. (Delhi) and manages a large portfolio for a number of HNI’s and corporate’s. Rima has cross functional experience in wealth management, investment advisory, portfolio construction, across various market cycles.
Anusha has over a decade of experience in Banking and Mutual Funds sector. She has exceled at various functions like managing operations, customer service and spear-headed sales support and marketing in HDFC Asset Management and e-Serve International Ltd., a subsidiary of Citibank. Her key strength is in customising investment solutions and closing the gap between strategy and execution.