‘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.’

Our Values

Financial freedom

Our Story

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 7 years, Finsafe has impacted more than 67,000 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.

The Team

Mrin Agarwal, Founder, Finsafe

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Mrin has more than 25 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. 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 has been interviewed by Zee Business, CNBC, ET Now, Bloomberg Quint, Moneycontrol, Radio One & Hubbis. She regularly contributes articles to print (including monthly columns in Mint, Moneycontrol & Deccan Herald), Business Standard, Economic Times and Online media. She has been a judge on the Zee Business show “Hunt for India’s smart investor 2015” and “Sensex ka sultan”. Mrin has also been the treasurer at FICCI-FLO, Bangalore chapter and is a Sheroes Mentor.

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.

Anusha

Anusha Rathore has more than 16 years experience spanning across banking & Mutual fund industry.

After working for over a decade, handling multiple functions like managing operations, services, sales and sales support in HDFC Asset Management Company for South 1 and managed a team at Citi corp Bangalore ( A subsidiary of CitiBank ). 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 , corporate sales and content development for Finsafe. Anusha has trained over 5000 people in the age group of 22 to 35 years at some of the large corporates in India. She was instrumental in putting together the content for the e-learning programs developed at Finsafe. She was also part of Womantra, a program developed exclusively for working women professionals, which has won the CNBC Grand Jury Prize for work done towards financial education and inclusion in the CNBC financial advisor awards 2015 & 2017.

 

Soumya Anand, has more than 14 years experience spanning across Mutual fund and financial services industry.

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 consultant and handles content development, training for students, operations and sales support for Finsafe.

 

To Know More,
Contact 9845108814 or
Email at support@finsafe.in
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