One of the Premier Financial Services


The Financial Plannings

FIN AD WISE- The Excellent Investment Advisors

Establish Relationship

Gather Data

Analyze Financials

Develop & Present

Implement Financial Plans

Monitor (FP)

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Welcome to Fin Ad Wise- Excellent Investment Advisorz

One of the Premier Financial Services Organisation, Provides a complete range of Financial & Risk Management solutions. In FIN AD WISE our moto is Diverse Needs, Diverse Priorities & Diverse Solutions. FIN AD WISE was founded by Mr. Puneet Oberoi in May 2003 & Since then they are pioneers in Financial industry. PUNEET OBEROI- CFPcm

Mutual Fund:
Mutual funds are in the form of Trust that brings money from money people and invest it in various classes of assets to achieve certain financial goals. In other words it wouldn’t be wrong, if we call that Mutual Fund is trusts which pool the savings of N number of investors and then reinvests those funds for gaining profits and then distribute the dividend among the investors. Mutual fund Companies:
• ICICI Prudential Mutual Fund
• Birla Sun Life Mutual Fund
• IDFC Mutual Fund
• HDFC Mutual Fund
• SBI Mutual Fund
• Franklin Templeton

Health Insurance: We at FIN AD WISE serve you at the time of claim. Our usp is claim settlements. We have 100% claim settlement record. We are in this sector for more than a decade. At FIN AD WISE, We have dedicated staff who will help out at the time of cashless settlement & take care of reimbursement. We are having a team of 7 people for claim settlements. 3 for cashless and 4 for reimbursement of claim. We work for all health insurance companies.

General Insurance: Everything comes under general insurance which protects risks posed by several aspects of life and its varied assets like including property, enterprise, vehicle, money lending and various other forms of professional casualties other than human life. In today’s modern era, Each individual and all forms of property holders, general insurance is a must.
General Insurance type:
• Motor
• Fire
• Health
• Marine
• Burglary
• Travel


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Health Insurance

health insurance
We at FinAdwise specialize in claim settlements and take pride in a 100% Claim Settlement record.

Be it cashless or reimbursement process, we ensure that your entire process is HASSLE-FREE.

We understand the needs of your loved ones and yours – we concentrate on your insurance needs, so you can concentrate on their health

Click here to learn more about our Services

General Insurance

general insurance
In today’s modern era, everything ranging from a home to a mobile phone is insured.

But are you sure if the insurance plan you are considering is the RIGHT one for your asset? We calculate the most optimum plan for you based on your personal needs.

Motor, fire, accident, burglary, travel – you name it, we deal with it and we deal with it right.

Click here to Insure Right

Mutual Funds

mutual fund
Are you looking at Mutual Funds to achieve personal financial goals? But have trouble balancing the risks and rewards?

Or are you completely new to Mutual Funds and find it COMPLEX?

Look no further, because we make it easy-peasy for you!

Click here to Know How

See What

Our Customers Are Saying...

Parag Lele

Rudra Chopra

Thank you for facilitating and following up on the policy. Its been a very pleasurable experience with Fin Ad Wise.

Sonia Khanna

Vanya Arora

Thanks for the one roof platform for all the required insurance. Great job!!

Bhaaskar B Lokhande

Ritesh Grover

I received up-to-dates from time to time and a proper response for my enquiries. Thanks-a-ton!!

Prabhat Yadav

Purohit Yadav

The services provided by Fin-Ad-Wise are extremely helpful in making the right choice. Thanks!


Sahil Mehta

Fin-Ad-Wise is much useful for me furnish me with optimizing policy premium by comparison. thanks-a-lot.

Shraddha Sharma

Namrita Patel

Great JOB..! thanks for providing me proper guidance!!

Nikitha Reddy

Nancy Khanna

I applied for a health insurance policy. I received up-to-dates from time to time and a proper response for my inquiries. Good service team Fin-Ad-Wise. Thanks

sasanka sekhar panigrahi

Pragya Mathur

Thanks Fin-Ad-Wise for the enthusiastic platform for all the required policy.

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