Statutory Info
  • SEBI-Registered
    Investment advisors

     who bring precision to your portfolio and peace to your life.

    With a smile on our lips, we keep your financial lives at our fingertips.
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    Founders of Finshield: Investment Advisors

Financial planning is 
easy with the right advisors

We take great care to understand your financial needs. We help you simplify and optimize your money with highly personalized financial advisory services.

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Financial planning

Securing your future, planning your expenses, helping you become financially secure. These are just some of the things we do. All achieved with a solid financial plan tailored to your needs.

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Wealth management

Going beyond preserving what you have. Amplifying the possibilities. Your assets positioned perfectly. Always, in the right place, at the right time.

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Investment advisory

Selecting the right instruments matched to the right risk profile; poised for optimum returns. Your investments are your independence, kept secure by smart asset allocation.

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Estate planning

The legacy of your life transitioning seamlessly into the hands of those you love. Distributing assets. Managing liabilities. Wills and trusts. We are with you, every step of the way.

Illustration of Investment Advisors as superheros, dressed in capes, standing tall through the cityscape with their superpowers to help clients achieve financial success.

We are professionals who care. We get you results. But we need a couple things from you.



The first? trust.This is the easy part. Have just one conversation with us. Schedule a free consultation and get to know more about the individuals who will nurture your finances. 


The second is patience. This is the part where we get our Corleone's on and make you an offer you can’t refuse. A year. Work with us for a year and we will help you reap the rewards of being a patient investor. At the end of the year, if you’re not satisfied, we will return your advisory fees.


 Yes. We will put that in writing.

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Success Stories

Raghuram Belur’s testimony, showcasing the positive impact that Finshield's financial advisory services had on his financial life.

Siju is extremely knowledgeable about the investment options available in the market. He takes the time to listen to each customer’s preferences and risk appetite and tailors his investment proposals accordingly.

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Raghuram Belur

Engineering Leader San Francisco Bay Area

Dr. Murali holding a smile with pride and a satisfied expression, highlighting the success of Finshield's financial advisory services in his life.

I know Mr Siju Nair from his Axis Bank days when he was servicing all Fortis Hospital doctors. I chose to continue with Siju when he went on to cofound Finshield Advisors, because of his client-centric approach.

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Dr. Murali Chakravarthy

Director-  Department of Anesthesia, Chairman - Central Infection Prevention & Control Committee,Fortis Hospital Bangalore

Jaya Durga Mani showcasing her successful testimonial of the impact Finshield: financial advisors had on her life

Rajiv and Siju are wonderful at their jobs and have a wealth of experience. Working in finance myself, I really appreciate their knowledge and advice. Even after working with so many people and ..

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Jaya Durga Mani

Chartered Accountant - JP Morgan Chase & Co