Finscholarz’ motto is to promote holistic, commission free – financial planning and portfolio management services. Our client centric unique practice, created with a consultative approach is a proven enabler in the client’s life. This distinctive process maximises wealth and safeguards against uncertainties of future. It starts with understanding clients’ relationship with money and results in a plan that ensures a life of financial ease and abundance…
We measure our success not by profits but by the number of lives we transform
Renu Maheshwari is the first SEBI Registered Investment Adviser (individual) in Tamilnadu. An MBA (Finance), Certified Financial Planner (CFP), CPFA and CFA-1; she cofounded Finscholarz to promote client centric services in personal finance.
With over two decades of experience (6 in corporate finance and 15 in personal finance) in the finance industry Renu Maheshwari excels in coaching, consulting and advising clients on personal finances. Having witnessed multiple recessionary and inflationary cycles during her consulting practice, her expertise in managing personal finances has provided peace and plenty to the clients.
Her passion for the work shows in ‘WoW’ (Women Only Workshop on Personal Finance) which was conceptualised by her. She has been conducting these sessions passionately since January, 2014, as part of CSR activities of Finscholarz. Professional women from leading organisations in and around Chennai are benefitting from the regular monthly sessions being held at IIT Alumni Center, Chennai. More than 1000+ women have attended these workshops during the last year. She has conducted sessions at HCL, Cognizant, Sutherland, Hexaware, CRISIL, Tech Mahindra, Avtaar Career Creators, Apollo Hospitals, eWIT, Singapore Airlines, TIE, Pramerica Mutual Fund, YES Bank, SBI amongst others.
She writes the column ‘My Money’ on Chennai Online. Her articles are also published regularly in the Tamil fortnightly – Thozhi.
Jagdish Maheshwari, an alumnus of IIT Kanpur is an IT expert by profession. An IT career spanning over 25 years, he started his corporate life with Tata Consultancy Services (TCS) where he spent over 11 years in a number of overseas assignments in UK and USA. His next stint was with another IT company HCL Technologies Ltd (HCL) where he built a successful 14 year long career as Business Unit Head of multiple industry verticals and led M&A team for cross border acquisition. Passion of creating value for the society led him to join hands in creating Finscholarz. He acquired CPFA certification to acquire technical knowledge in personal finance.
Fincontrolz – Finscholarz’ financial planning and analysis software is his brain child. His expertise in IT systems has helped Finscholarz develop innovative technology based solutions, which can be offered to clients at affordable price.