Renu Maheshwari is the first individual SEBI Registered Investment Adviser (INA200000589) in Tamil Nadu and is a leading practitioner of holistic financial planning and portfolio management. An MBA (Finance), Certified Financial Planner (CFPCM), CPFA, and CFA Level I, she brings over 25 years of experience across the financial services industry. She co-founded Finscholarz in 2012 to promote fee-only, fiduciary advisory practices focused on investor interest.
Renu has successfully guided clients through multiple recessionary and inflationary cycles, including the COVID-19 crisis, earning a reputation for steady stewardship and client-centric decision-making.
She has received several distinguished honours, including Best Financial Advisor in India (2016) by APAC Insider, Runner-Up – Best Investment Adviser (2015) by Outlook Money, and the Eminent Woman Achiever Award from Rajalakshmi Group of Institutes.
As a Founder Director of ARIA (Association of Registered Investment Advisors), she actively contributes to building and strengthening client-centric advisory standards in India. She also serves on the India CPF Board Advisory Council of the Financial Planning Standards Board (USA), offering thought leadership to the financial planning community.
A passionate advocate for women’s financial empowerment, Renu pioneered ‘WoW – Women Only Workshop on Personal Finance’ in 2013. Since then, she has conducted workshops for over 3,500 women across institutions such as IIT Alumni Industry Interaction Center, TCS, Cognizant, HCL, Wipro, Apollo Hospitals, and many others. WoW has been featured prominently in The Hindu and The New Indian Express. Finscholarz has also led research on the ‘Economic Centeredness of Women’ in collaboration with FlexiCareers.
Renu has conducted training and workshops for numerous corporates and institutions including HCL, Sutherland, CRISIL, Tech Mahindra, SBI, NIOT, Asian Paints, Freshworks, Trimble, Renault Nissan, Stella Maris College, Loyola College, and more. She has also delivered several webinars to help individuals navigate the financial impact of COVID-19.
Empowering NRIs and Indian families to build wealth through AI-powered, transparent, and personalized investment advisory.
Helping individuals and families achieve financial independence through smart investing, goal-based planning, and holistic wealth management.
Guiding investors - especially NRIs - through market cycles with over three decades of hands-on expertise in wealth creation and portfolio resilience.
