Namaste!
If there is one thing the Pandemic, the ensuing economic crises and the two wars - all happening in one decade - have highlighted yet again, it is that the only constant in this world is change. And sometimes, change can be both unforeseen and unfortunate, leaving us or our loved ones In a diffIcult situation.
While you have surely taken several steps to secure your family’s future, changes in your life situation or unforeseen economic factors can impact your income generation and future financial security.
Are you certain your financial plans are still aligned to meet your future needs? Perhaps it is a good time to review your financial readiness to meet any unforeseen circumstances and identify any gaps in your financial planning.
And this is where we come in. We are Financial Sketchers - a boutique Wealth Management, Investment Advisory & Insurance Strategy firm of Indian origin with presence in 6 countries across 3 continents. We offer Indian families & Businesses across the globe. 100% customised, high-yield Investment strategies aimed at Wealth Creation, Income Generation and Legacy Transfer with minimal tax-impact,
Global Presence To Be Close To You
9 Cities. 3 Continents. Serving Clients across 15 Countries.
Financial Sketchers was founded in 2017 by a consortium of 7 highly experienced BFSI professionals. Despite COVID disruptions, we are proud to have grown today to a team of 30+ licensed Investment Advisors, Researchers, Cross-border Tax Consultants, Customer Relationship Managers & Business Operations Managers - each with 5 to 25 years of financial domain experience spanning Equities, Banking, Mutual Funds, Insurance & Capital Assets.
We specialise in mapping your financial goals over your life stages, reviewing alignment of your existing investments these life-goals, weeding out any under-performing assets and recommend 100% customised investment strategy best suited specifically for your goals & capacity.
What Makes Us Unique:
1. Door-step service - anywhere in the world : We are head-quartered in Delhi NCR and function out of 4 cities in India, in addition to overseas presence in UAE, Kenya, UK, Singapore and Hong Kong. We prefer to meet all our clients in-person - anywhere in the world. This approach has helped us build long-term relationships with over 1200 Indian families across 15 countries who have trusted us with protecting their financial goals worth Rs. 1600 crores.
2. Product Agnostic : We are an independent financial advisory firm carrying over 300 investment products in our portfolio - carefully handpicked from leading Financial Institutions from India & overseas. This implies we are not obligated to recommend any specific products from a particular Company. Further, it allows us to blend multiple investment products to craft a unique investment strategy that is aligned to your specific goals, investment capacity & personal preferences.
Strategies For A Secure Financial Future
We recognise that every individual’s needs and circumstances are unique, and therefore no one strategy can ever meet all requirements. Which is why each of our clients gets the personal attention of our senior investment advisors to craft customised investment strategy best suited for their personal financial goals & capacity to invest.
Wealth
Builder
Strategies
Accumulating wealth involves more than managing a budget or timing the market. We specialise in blending multiple asset classes to give you a highly tax-efficient, low-risk investment strategy to ensure your wealth grows in sync with your goals.
Passive
Income
Strategies
Increasingly we find that relying on our professional or business income alone might simply not be enough, or risk-proof. Our team can craft recession-proof investment strategies to deliver a passive income - be it for a short term or even several decades - while keeping your capital immune from any market volatility.
Retire Rich
Strategies
Retiring from work should not imply compromising on your lifestyle after retirement? We can plan investment strategies that deliver a regular income, thus enabling you and your family live the long retirement years in the way you desire, without ever running out of funds.
Blended
Investment
Strategies
Constantly changing market dynamics & uncertain political scenarios imply that you can't keep all eggs in one basket. We specialise in blending multiple market-linked products with guaranteed-return products - to create a unique high-yield yet tax-efficient portfolio that is best aligned to your personal financial goals & risk-appetite.
Shield &
Protect
Strategies
Often unforeseen events - war, recession, pandemic, lay-offs - can create havoc with all that we strived to build over a lifetime. A well-structured insurance plan is a must to help protect not only your loved ones, but also your family business & assets from the financial consequences of any unexpected or unfortunate event.
Legacy
Multiplier
Strategies
Every single day of life, you strive to provide the best of everything for your loved ones. We can strategise for you on how to multiply your legacy - even in late years of life - to create wealth that takes care of your family for upto 3 generations!
Employee
Retention
&
Welfare Plans
For progressive business owners, physical health of their employees is as important as the financial wellbeing of their families. Employee-focussed strategies not only help your businesses retain the key employees, these can also be a very effective way of retaining substantial profits within the business year after year.
Wealth
Transfer
From
Business to Family
For SMEs & family businesses we can recommend investment strategies that can not only help them in reducing taxes on business side in the short-to-mid term but also facilitate an effortless tax-efficient transfer wealth from business to family in the mid-to-long term.
Estate
Planning &
Inheritance Tax Mgt,
It takes a lifetime to build assets that we can pass on to our next generation. But Inheritance Tax can take away a large chunk of our estate from our next of kin. Our team can recommend low-cost investments that can not only mitigate these taxes, but often add to your legacy assets.
Our Diversity Is The Foundation of Our Expertise
Each member of our close-knit team of Expert
Investment Advisors has
between 10 to 25 years of hands-on experience
across
investment classes
- Equities, Bonds, Banking, Mutual Funds,
Insurance,
Capital Assets. This diversity gives us the
capability
to examine every asset class in-depth, while
creating uniquely blended
investment strategies for each of our clients.
In addition, our Expert
Advisory Panel - consisting of veteran
Chartered Accountants, retired CFOs and BFSI
industry leaders - regularly subjects our proposed
strategies to scrutiny and our clients’ portfolio
deliveries to periodic reviews - thus binding us to
a self-imposed internal regulatory system that keeps
us on our toes & ahead of the competition.
A highly respected Industry professional with a 20 year track-record of establishing & managing new distribution channels & Key Client relationships. Shalini leads our Business Partnerships team
Shalini Chandel
Co-Founder, MD & CEO
Over a career of 24 years, Nitin has acquired a wealth of knowledge across almost all financial products in India. Personal financial advisor to over 1000 clients, his vision to reshape the perception of Insurance industry amongst global Indians. has led Financial Sketchers from Rs. 5 crores in 2017 to transacting Rs. 150 crores in 2023-24. Nitin directs our Investment & Business Growth Strategies
Nitin Mathur
Co-Founder & Chief Strategy Officer
With a Masters in Finance & Commerce & 20 years of experience, Naveen has developed a strong acumen to analyze market trends & map them to customer needs to recommend effective Investment strategies. Naveen, a founder member of our firm leads our Domestic Client Acquisition team.
Naveen Raj Shovpern
Sr. Vice President
Bhawani – a founder member of our firm, is a true veteran with 3 decades of financial markets experience and over 20 years experience in the insurance industry Bhawani now leads our Client Retentions team
Bhawani Sharma
Sr. Vice President
An M.B.A. and a multi-faceted marketeer with over 3 decades of experience, Anil has been devising Capital Investments and Personal Investment strategies for HNI clients for over 15 years. Anil is responsible for driving our International Market Expansion.
Anil Kumar Singh
Managing Partner
A seasoned sales professional carrying 15 years of experience both B2B & B2C Relationship Management. With expertise in handling financial service functions, product sales, customer service, relationship management and team leadership in UAE & India market, Paritosh now manages our key Client Relationships in the domestic market.
Paritosh Bisht
Assoc. Vice President
CA, CS and Grad CWA - Hemal runs one of the the most reputed Financial Advisory practice in Ahmedabad. Hemal has over 40 years of experience in the fields of Investment Planning, Taxation, Project Mgmt Consultancy and Finance in India, Middle East, Africa, UK, USA, Canada, Singapore and Australia.
CA Hemal Desai
Sr. Advisor :
Cross-border
Taxation & Investment
Mgt.
Armed with Post Graduation In Banking And Finance and over 15 years' experience insurance operation, customer service and underwriting, with leading BSFI Cos. like HDFC, ICICI Pru, TATA AIA And Max Life Insurance, sarin is our ace when it comes to risk assessment. Sarin is the Head Of Finance & also pre-checks client’s eligibility to get high value insurance.
Sarin Jose
Sr. Risk Evaluation Underwriter
Brands We Represent
Our portfolio carries over 300 Regulated Products from leading Indian BFSI Companies
Our Strategic Alliances
Collaborating to Expand Our Services
Our Strategic Alliances with AUM exceeding $44 billion, the IIFL technology platform gives our global Indian clients direct access to investments in Indian Equity, in addition to top-of-the-line research-based market advisory, PMS & AIF services.
Formerly known as Edelweiss Broking Ltd, Nuvama is a leading Stock broker and distributor with its proprietary digital platform offering online broking services, depository services, distribution of financial products and margin trading facility.
India’s leading independent real estate services company with a global presence, and providing Residential & Commercial Property Sale, Purchase and Management Services in India & overseas.
Grow Your Vision With Us
Inviting Entrepreneur & Professionals To Partner With Us
Our mantra for growth is“Collaboration is better than Competition” . This drives us to offer our resources as Knowledge & Sales partners to each of our 300+ Associate Partners across the globe. We are aiming to grow our Associate Partner Network to 500+ strong in 2024-25, and we invite you to connect with us to explore how Financial Sketchers can actively contribute in growing your business revenues - immediately & consistently. Irrespective of your existing business vertical, or profession, we will be eager to partner with you.