Renu Maheshwari is the first individual SEBI Registered Investment Adviser (INA200000589) in Tamilnadu and practices Financial Planning and Portfolio Management. She is an MBA (Finance), Certified Financial Planner (CFPCM), CPFA and CFA-1. With over 25 years of experience in finance industry she excels in advising, consulting and coaching clients on personal finances. She cofounded Finscholarz in 2012 to practice and promote commission free, holistic, fiduciary advisory practice. Having witnessed multiple recessionary and inflationary cycles during her consulting practice, her expertise in managing personal finances has proved to be an enabler in her clients’ lives. Her deft handling of clients’ money and portfolio during Covid times is just one of the examples of her expertise.
She was awarded ‘Best Financial Advisor in India – 2016’ by APAC Insider (a London based publication) and ‘Best Investment Adviser in India – Runner Up – 2015’ by Outlook Money. She was felicitated with ‘Eminent Woman Achiever’ award by Rajalakshmi Group of Institutes.
As a Founder Director of ARIA (Association of Registered Investment Advisors, a section 8 company), she is actively helping fellow RIAs to develop a client centric practice. She is on the India CPF Board Advisory Council, (of Financial Planning Standards Board, USA) providing thought leadership to financial planning community in India.
She pioneered ‘WoW’ (Women Only Workshop on Personal Finance) and has been conducting sessions since 2013. These sessions had been part of monthly calendar at IIT Alumni Industry Interaction Center, Chennai. Women employees from leading corporates like TCS, Cognizant, Polaris, HCL, Wipro, Scope e, Rage Communications, Sutherland, Apollo Hospitals and many more have attended these sessions. She has touched lives of more than 3500 women with her WoW sessions. WoW was also featured prominently by The Hindu and New Indian Express. Finscholarz has also conducted research on ‘Economic Centeredness of Women’ along with FlexiCareers to study women’s attitude towards investment management.
She has conducted workshops for HCL, Cognizant, Sutherland, CRISIL, Tech Mahindra, Avtar Career Creators, EWIT, TIE, Pramerica Mutual Fund, SBI, NIOT, Polaris, Asian Paints, Trimble, Freshworks, Tafe, Inner Wheel Club, Gymkhana members, Rotary Club, Wipro, Sunny Bee, Way Cool, HDFC Ergo, Hexaware, ITC Hotels, Renault Nissan, Amity Business School, Loyola College amongst others. She has been conducting webinars and sessions to help individuals cope with financial impact of Covid.
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.
With over 1600+ hours of training experience 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 practices.
An engineer by education and IT expert by profession, Jagdish is a fine blend of corporate experience with a zeal for entrepreneurship. Jagdish completed his Post Graduate engineering degree from IIT Kanpur in late 80’s and started corporate career with the Indian iconic IT company Tata Consultancy Services (TCS) where he spent over 10 years in a number of overseas assignments in UK and USA. His next stint was with the fourth largest Indian IT company HCL Technologies Ltd (HCL) where he built a successful 13 year long career as Business Unit Head of multiple industry verticals and also led M&A team to acquire two overseas companies - one UK based and another one in USA.
It was during his career with HCL that Jagdish began to notice lack of personal finance knowledge and awareness amongst his peers and colleagues. He witnessed both ‘Y2K boom’ and ‘dotcom bust’ era of IT which led a number of his colleagues to financial troubles due to lack of financial planning. He started putting together building blocks of a social co-preneurship firm to help people across all age groups live a pleasant life in the present and be confident about the future. He devised his own personal finance management system of processes and software tools. He practiced it on himself over the years; refining and polishing. The proof of success of his model came about when he was able to finance his son’s college education at Wharton Business School of University of Pennsylvania, one of the ivy leagues, for a 4 year long dual degree program.
He realized that there are number of people under distress due to money issues, who can get benefited by his program. So he left a successful corporate career after attaining vice president level in HCL to venture into personal finance domain. He enhanced his personal finance domain knowledge by acquiring Certified Personal Finance Advisor (CPFA) qualification by National institute of Securities Markets (NISM) established SEBI. His more than 25 years of international corporate experience, personal finance knowledge, IT expertise and proven skills of building wealth from grounds up is an unique combination that he is now offering through Finscholarz.