Renu Maheshwari - Finscholarz Wealth Managers Llp

Renu Maheshwari

Finscholarz Wealth Managers LLP

Professional Licenses
SEBI RIA
#INA200000589
Fee Only Advisor
No commission-based products

This advisor operates on a fee-only basis, ensuring their recommendations are aligned with your best interests.

Contact Information

Address
P-101, THE ATRIUM, 22, KALAKSHETRA ROAD,, THIRUVANMIYUR,, CHENNAI, TAMIL NADU, 600041.

About Renu Maheshwari

Renu Maheshwari, the first individual SEBI Registered Investment Adviser in Tamil Nadu, is an accomplished finance professional with an MBA in Finance, Certified Financial Planner (CFP), CPFA, and CFA Level 1 credentials. With over 25 years of experience in the finance industry, she is a staunch advocate for client-side, fee-only financial advisory services.

Together with her partner Jagdish, Renu has redefined financial advisory in India through their company, Finscholarz. The firm provides commission-free, fiduciary, holistic, and client-centric financial planning and investment management services, significantly improving the financial lives of their clients. Her innovative practice model has garnered recognition from APAC Insider, Outlook Money, and Rajalakshmi Group of Institutes, with accolades such as 'Best Financial Advisor in India – 2016', 'Best Investment Adviser in India – Runner Up – 2015', and 'Eminent Woman Achiever'.

Renu is a founding director of ARIA and serves on the India CPF Board Advisory Council of the Financial Planning Standards Board (USA), offering thought leadership to India's financial planning community. She is the pioneer of 'WoW' (Women Only Workshop on Personal Finance), actively helping women achieve financial freedom since 2013, having impacted over 3,000 women through these sessions. Her articles appear regularly in Bloomberg Quint, FPSB India Journal, and Outlook Money, and she contributes a column to Tamil Fortnightly – Thozhi. Her insights are frequently featured in Live Mint, ET Wealth, Aval Vikatan, and Business Standard, and she appears on BTVi to address investors' queries.

As a visiting faculty member at ICoFP, IIFP, and ACE School of Financial Planners, Renu also leads Finscholarz' 'Financial Planning and Portfolio Management' Certificate course at Stella Maris College, Chennai, aiming to induct more young professionals into ethical, sales-free consulting. Her commitment to a fiduciary relationship with clients is evidenced by the firm's success measured not by profits but by the number of lives they touch.