The first individual SEBI Registered Investment Adviser in Tamilnadu Renu Maheshwari is an MBA (Finance), Certified Financial Planner (CFPCM), CPFA, and CFA-1 with over 25 years of experience in the finance industry.
A staunch advocate of Client-Side, Fee-Only Financial Advisory, she along with her partner Jagdish has redefined financial advisory in India. Their company Finscholarz provides Commission Free, Fiduciary, Holistic, Client-Centric Financial Planning, and Investment Management services, which is changing the financial lives of her clients.
Her unique practice model was recognized by APAC Insider (a London based publication), Outlook Money, and Rajalakshmi Group of Institutes by felicitating with ‘Best Financial Advisor in India – 2016’, ‘Best Investment Adviser in India – Runner Up – 2015’ and ‘Eminent Woman Achiever’.
She is one of the Founder Directors of ARIA and is also on the India CPF Board Advisory Council (of Financial Planning Standards Board, USA), providing thought leadership to the financial planning community in India.
Pioneer of ‘WoW’ (Women Only Workshop on Personal Finance) she has been actively engaging with women to help them achieve financial freedom since 2013. She has touched the lives of more than 3000 women through these sessions.
Her articles are regularly published in Bloomberg Quint, FPSB India Journal, and Outlook Money. Her column also appears in Tamil Fortnightly – Thozhi. Her opinions/interviews are regularly published in Live Mint, ET Wealth, Aval Vikatan, Business Standard. She is also on BTVi answering to investors’ queries.
She has also been a visiting faculty to ICoFP, IIFP, and ACE School of Financial Planners. Finscholarz’ ‘Financial Planning and Portfolio Management’ Certificate course at Stella Maris College, Chennai is one of her attempts to induct more youngsters into an ethical practice of sales free consulting and bring about a paradigm shift from sellers’ market to client-centric practice.
With a fiduciary relationship with their clients, they measure their success not by the profits but by the number of lives that they touch.
- You must login to post comments