Finistry
After decades of experience in Mumbai’s financial ecosystem and now headquartered in Kolkata, Finistry is redefining the meaning of wealth management in India. Far removed from the industry’s obsession with quick gains and transactional models, Finistry’s approach is grounded in long-term vision, relationship-driven strategies, and an unwavering belief in the power of patience.
Founded by financial experts Manisha Bihani and Saurav Jain, the firm has steadily built a reputation as one of the country’s most thoughtful financial consultancies, with clients spread across India and abroad. Empanelled with leading market manufacturers in the PMS and AIF space, Finistry offers its clients curated investment access across categories, tailored to their unique risk profiles and long-term aspirations.
What distinguishes Finistry isn’t just its diverse bouquet of services which include mutual funds, PMS (Portfolio Management Services), debt instruments, and unlisted equities but its ethos of measured, meaningful financial planning. At its core, Finistry doesn’t just guide people in where to invest it helps them understand why to invest, how to build wealth mindfully, and how to let time and strategy do their work.
A Return to Fundamentals in an Age of Hype
In a time when wealth conversations are dominated by crypto surges, intraday bets, and the lure of instant riches, Finistry offers a much-needed recalibration. Its philosophy rests on the belief that financial growth is not a race, but a journey. The firm sees investing not as a series of bets, but as a disciplined process, akin to planting and nurturing a tree. What begins with planning and small steps eventually transforms into something solid, stable, and fruitful.
This isn’t just poetic framing. It’s the lived philosophy of its founders.
Manisha Bihani, a Chartered Accountant, Company Secretary, and MBA (Finance), spent years managing funds for high-stakes clients before founding Finistry. Her understanding of structured investment, tax-optimized portfolios, and market cycles brings precision to the firm’s offerings. Complementing her is Saurav Jain, whose background in business development and people-first thinking lends the firm its intuitive, human touch.
Together, they offer clients a blend of technical expertise and emotional intelligence rare in an industry where performance often overshadows personalization.
Services Rooted in Simplicity and Substance
Finistry’s service ecosystem is broad, but the delivery is intentionally simple. Rather than overwhelming clients with product pitches, the team focuses on uncovering each individual’s financial motivations retirement security, children’s education, passive income, or business reinvestment and builds a pathway around it.
Mutual funds are selected for their balance of growth and resilience, with emphasis on portfolios that withstand market cycles. PMS services offer a more personalized experience for clients with higher capital availability, allowing in-depth strategy discussions and proactive rebalancing. Debt instruments are recommended for those seeking regular income and capital preservation often preferred by senior professionals or those nearing retirement.
One of Finistry’s most impactful offerings is its access to unlisted equities. These pre-IPO investments are carefully filtered and offered with full disclosure. Rather than pushing high-risk ventures, Finistry encourages clients to independently study opportunities, guided by their team’s background support. This approach, which prioritizes client autonomy and informed risk-taking, has earned the firm immense trust.
A Trusted Network, A National Footprint
As a firm, Finistry’s reach goes well beyond its Kolkata headquarters. Through remote consultations, digital platforms, and a reputation that travels through word-of-mouth, the firm now serves clients across India, including metros like Delhi, Pune, Bengaluru, and Chennai, as well as international markets, particularly among NRIs.
Its partnerships with leading market manufacturers in the PMS and AIF space allow Finistry to remain product-agnostic while offering best-in-class opportunities across asset classes. This balance of independence and access ensures every client receives guidance that is strategic, diversified, and in line with their financial goals.
Despite its national and international reach, Finistry has intentionally retained a boutique character prioritizing depth of relationship over volume of business. Every client interaction is treated as a long-term partnership, not a short-term transaction.
Education Over Execution
One of Finistry’s strongest differentiators is its focus on financial literacy. Instead of simply executing transactions, the firm educates clients on the logic behind every move. Clients don’t just hear terms like SIP, equity exposure, or compounding they understand them.
This clarity becomes the bedrock of long-term trust. As markets fluctuate, informed clients are less reactive, more confident, and better equipped to stay the course. And Finistry, in turn, earns the rare loyalty that turns clients into partners.
This emphasis on education also allows Finistry to bridge the gap between first-time investors and seasoned wealth builders. Younger clients, often overwhelmed by jargon and flooded with online “tips,” find in Finistry a voice of reason someone who helps them start small, learn steadily, and think generationally.
A Culture of Integrity
Finistry’s growth is grounded in integrity. The firm does not charge advisory fees to clients, instead operating on a commission model as per standard regulatory guidelines. All compensation details are clearly disclosed. The absence of product-pushing targets ensures that every piece of advice is offered with only one interest in mind: the client’s.
Its regulatory compliance is meticulous. Every offering, whether digital or traditional, is vetted for transparency, credibility, and long-term potential. NRIs and foreign investors are also served through specialized processes, ensuring compliance with repatriation rules and tax implications.
But what clients remember most is not just compliance it’s care. They speak of regular follow-ups, genuine interest in their progress, and an open-door culture that makes even the most hesitant investor feel seen and heard.
The Road Ahead
As India’s wealth creation landscape evolves with more retail participation, greater awareness, and increasing demand for real expertise Finistry is well-positioned to be a leading force. But rather than chase aggressive expansion, the firm continues to grow organically, one conversation at a time.
Its founders remain committed to building not just portfolios, but financial confidence. In a market dominated by noise, Finistry offers clarity. In a culture obsessed with now, it champions next. And in an economy where money often moves without meaning, Finistry gives wealth a direction, a purpose, and a plan.
By helping clients slow down, reflect, and invest with intention, Finistry is doing more than financial planning. It’s reshaping the very way people think about money, success, and the future.
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