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About Us

19+

Years Industry Experience

56+

Empanelled AMCs

25+

Wealth & Goal Services

100%

AMFI Compliant & Ethical

Mutual Funds Distribution

Tailored portfolio construction across diversified equity, hybrid, and debt schemes from India's top fund houses.

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Wealth & Goal Planning

Scientific asset allocation and financial roadmap designed for children's education, home buying, and family security.

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Disciplined SIP Growth

Systematic monthly compounding strategies with Step-Up SIP options to steadily grow investments alongside income.

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Retirement & Tax Planning

Tax optimization under Section 80C via ELSS mutual funds and long-term corpus building for a dignified retirement.

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Leadership & Advisory Bio

Guided by 18+ Years of Fiduciary Capital Market Wisdom

Our leadership combines strong academic credentials with decades of capital market acumen, dedicated to transparent, client-first wealth creation and strict regulatory governance.

Devansh Mehta Director
Leadership & Advisory

Devansh S Mehta

Founder & Principal Wealth Consultant
Qualification:
MBA in Finance
AMFI Registration:
ARN-367223 (Certified MFD)
Market Experience:
4+ Years in Mutual Funds & Wealth
Core Specialization:
Portfolio Architecture & SIPs

Devansh S Mehta is a 2nd-generation wealth professional holding an MBA in Finance with 4+ years of dedicated experience in mutual fund distribution, portfolio architecture, and investor relations. He specializes in scientific asset allocation, goal-based SIP structuring, and risk-adjusted wealth management for retail and HNI investors.

Sanjay Mehta Director
Promoter & Advisory

Sanjay M Mehta

Senior Wealth Strategist & Promoter
Qualification:
Senior Capital Market Specialist
Specialized Products:
PMS, AIF, Bonds & NCDs
Industry Acumen:
18+ Years in Capital Markets
Core Specialization:
Equity Cycles & Wealth Preservation

Sanjay M Mehta brings over 18+ years of comprehensive financial services and capital markets acumen. He guides clients with deep market insights across equity cycles, debt allocation, family wealth preservation, and specialized institutional products including PMS, AIF, NCDs, and Fixed Income Bonds.

Mandatory Compliance & Registration Credentials

Strict adherence to SEBI, AMFI (AMFI DDQ Section 4), and statutory disclosure norms.
100% AMFI & SEBI Compliant
Full Legal Entity
FINWISDOM FINANCIAL SERVICES PVT LTD
CIN: U66190MH2026PTC472887
AMFI ARN Registration
ARN-367223
Reg Date: 05-AUG-2026 | Valid: 04-AUG-2029
Tax & Statutory Numbers
PAN: AAHCF1096M
GSTIN: 27AAHCF1096M1Z7
Registered Address
1203 Ajmera Sikhova Off LBS MARG, Ghatkopar West, Mumbai 400086

Voices of Confidence

Stories of Long-Term Wealth Creation & Unwavering Trust

For over two decades, families and individuals across Mumbai have trusted Sanjay Mehta, Devansh Mehta, and the FinWisdom team to navigate their financial journey with clarity, discipline, and purpose.

Verified Investor

My dad and I have been investing through Sanjay Uncle and FinWisdom for over 20 years, and we couldn’t be happier with the guidance we’ve received. Sanjay Uncle is truly a visionary he has an excellent understanding of financial planning and the markets, and his advice is always thoughtfully tailored to the current situation and our individual needs.

What really stands out is that he encouraged us to start investing through SIPs nearly 20 years ago, well before SIPs became as popular as they are today. His long-term approach, knowledge, and ability to understand the bigger picture have given us tremendous confidence in our financial journey.

We’re grateful to have had his guidance over the years and would highly recommend Sanjay Uncle and FinWisdom to anyone looking for thoughtful, long-term financial planning and wealth building.

Client Review

2nd Generation Investor

Client for 20+ Years • Mumbai

Verified Investor

Working with Mr. Sanjay Mehta has given me great confidence in my financial future. Their deep market knowledge and calm, strategic guidance have helped protect my portfolio through market ups and downs.

They took the time to understand my goals and created a clear, stress-free plan for my future. I truly value their transparent approach and feel secure knowing I’m in good hands.

Tejal Bhavesh Sheth

Tejal Bhavesh Sheth

Client & Investor • Mumbai

Verified Investor

FINWISDOM FINANCIAL SERVICES PVT LTD run by Sanjay M Mehta are very good financial advisors.

They have been handling my financial portfolio and advising on secure, beneficial investments from time to time for over 12 years now. We wish them the best in the future.

Swaminathan Narayanan

Swaminathan Narayanan

Client for 12+ Years • Mumbai

Verified Investor

Mr. Sanjay of Finwisdom has provided us with a clear picture of our current financial situation and investment strategy to secure our present and future financial well-being.

My finances would not be what they are today without his advice and direction. He has been very approachable for clearing up any of our questions and providing suggestions. We heartily endorse him to anyone searching for a financial advisor.

Chintan Sheth & Dipti Sheth

Chintan Sheth & Dipti Sheth

Family Clients • Mumbai

Ready to Start Your Own Wealth Creation Story?

Speak directly with Devansh Mehta & Sanjay Mehta for transparent, goal-based investment planning and portfolio reviews.