About Us
Welcome To Finvestera, Your Trusted Partner For A Financially Secure Future.
Our name, Finvestera, embodies the convergence of Finance, Insurance, and Investment, symbolizing a new era in financial services. At Finvestera, we’re not just another startup; we’re on a mission to revolutionize the way individuals perceive and engage with their finances. We are on a mission to elevate financial literacy in India, where only 27% of the population currently possesses adequate financial knowledge. Our goal is to empower individuals with the necessary tools and knowledge to make informed financial decisions, ensuring their long-term prosperity.
We are committed to offering only ethical financial products that truly benefit our customers. Our dedication lies in providing end-to-end solutions for our clients’ financial well-being, offering comprehensive support and guidance every step of the way.
Our Vision
To become the leading provider of ethical financial services in India, transforming lives through education, empowerment, and ethical practices. Our vision extends beyond mere transactions. we strive to empower individuals with the knowledge and tools they need for their long-term financial well-being.
Our Mission
To bridge the gap in financial literacy by offering transparent, ethical, and customer-centric financial solutions, thereby fostering a financially empowered society.
Meet Founders
Swaraj Jain is a Chartered Accountant (CA) by qualification and entrepreneur by profession.Due to his passion in wealth management he pursued Chartered Wealth Manager (CWM) which is the highest global designation in Wealth Management, Private Banking & Wealth Advisory.He has also completed MBA in Fintech from BITS PILANI which is also one of the reputed educational institutions in India.His passion is finance and his education also revolve around it.His aim is to help atleast 50k indians to achieve financial freedom and that's why he has started finvestera to simplify personal finance for all which has received overwhelming response from all and I have gained 350k+ followers on Social Media within short span.He has also been awarded lifetime proficiency certificate by NSE academy as Certified Investment Analyst and Portfolio Management Champion.Apart from this he is also fitness freak and follow healthy lifestyle.
Soumya Jain is a dynamic Company Secretary with a wealth of talents and achievements. During her internships in Mumbai, she successfully managed projects for India's top companies, gaining invaluable experience. Simultaneously, she's pursuing an LLB, showcasing her commitment to continuous learning. Soumya's influence extends to her social media presence, "Finvestera," boasting over 50,000 followers, where she imparts financial wisdom and insights. Beyond her professional life, she's a fitness enthusiast, an exceptional artist skilled in drawing and painting, and a captivating dancer.
Yet, Soumya's impact goes deeper; she's driven by a vision to educate and uplift society. Her collaborations with India's leading financial brands speak to her expertise. As a perfectionist, she ensures impeccable results in all her endeavors. Soumya Jain is not just a Company Secretary; she's a remarkable, multifaceted professional, inspiring excellence wherever she goes.
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