Welcome to FinBerg, a premier destination for wealth management in pune!
Situated at the heart of Pune, FinBerg offers comprehensive solutions for wealth management, placing financial security and prosperity at the forefront. In today's dynamic market landscape, it's imperative to maintain control over your finances and leverage your assets effectively. With this principle in mind, we are dedicated to realising both your short and long-term financial goals.
Our journey begins with a commitment to delivering personalised financial solutions to individuals across all demographics, ensuring their path to financial freedom.
Backed by years of industrial experience, we have a profound understanding of financial markets and models. Leveraging innovative technology, advanced analytics, and expert business acumen, we craft tailored financial strategies that align with your unique objectives. Discover the artistry of wealth management with FinBerg, where your financial aspirations find purpose and prosperity.
Profile at FinBerg
Meet Moiz Ali Sethjiwala, the driving force behind the FinBerg Pvt Ltd to new heights. With over 12 years of experience in the financial sector, Moiz brings a wealth of knowledge and expertise to serve our invaluable clients. Moiz is dedicated to providing our clients with unparalleled financial solutions, uniquely developed in alignment with needs and goals. Under his visionary leadership, FinBerg Pvt Ltd continues to thrive as a trusted partner in wealth management empowering individuals and businesses to achieve their financial aspirations.
Prior to FinBerg he held key roles in esteemed institutions at HDFC Bank, ICICI Bank, Ameriprise financials, and Karvy Private Wealth. Moiz has a proven track record and success of Managing financial assets worth more than 100 crores. With his strategic insights, innovative thinking and commitment to excellence have been instrumental in shaping the future of our clients.
Moiz, passionate for the betterment of society where financial awareness is at bare minimum, chooses to hold the baton of financial freedom for every class of society. And since then he is working on it relentlessly.
Founder & CEO
Meet Ms Busaina Sethjiwala, she is leader of Client servicing operation at FinBerg Pvt Ltd. Ms Busaina being a Master in Commerce holds the specialisation in Marketing and finances. She has a comprehensive understanding of the financial landscape and client relationship. Her expertise in Client relationships ensures us to personalise the solution according to one's need and ensure the client gets all the necessary things that they want.
Prior to joining FinBerg Pvt Ltd, Busina held several key positions at Airtel and Azure BPO in the Client relationship segment. Busaina's tenure with Aegis BPO holds the significance in solidifying her claim of being leader of this segment. With her business and client relation acumen delivered several notable works and helped the client in managing their financials.
At FinBerg, Busaina's dedication to exceeding client expectations drives our team to continually innovate and elevate our service offerings. Her proactive approach and ability to foster strong client relationships kept us ahead in the competition of providing personalised solutions.
Chief of Client Servicing
Mr. Yakub Ali is the driving force behind our equity and derivative research. Holds bachelor degree in Electronics and telecommunication Engineering and combination of his analytical skill with technical understanding makes him invaluable assets. With the rise of technical advancement made it possible to research and analyse any circumstances within no time with the highest level of precision. Yakub honed his skill in using and getting the effectives result using the latest and cutting edge technology. Yakub is a quick learner too; he adapts himself quickly in any circumstances and can beautifully curate his questions to have effective and efficient solutions.
Yakub’s understanding about derivatives is very realistics and always focused towards capital gain. His meticulous approach of research and analysis can be seen in technical chart analysis, conducting in-depth analysis of business and market in alignment with short and long term goals. He keeps himself motivated and believes in deriving actionable steps from his analysis and executing them.
With a strong educational background, coupled with hands-on experience in equity and derivative research, Yaqub Ali embodies the core values of FinBerg and is committed to driving our mission of empowering clients to achieve their financial goals.
Equity and Derivative Research Analyst
Redefining Wealth Management in Pune
FinBerg, a premier wealth management company in pune is redefining the standards of wealth management. In today’s dynamic worlds we leverage the power of technology and high precision tools to redefine the traditional way of analysing and prioritising financial security and prosperity. In today’s dynamic financial landscape we provide solutions where your money works for your money. With our core expertise and personalised solution we chart your path for financial freedom.
Your Trusted Partners in Financial Success
Welcome to FinBerg, your trusted partner for financial success. With our expert financial advisor’s guidance and solution let's work together to achieve your wealth goals. For your holistic financial solution we are here; whether you are planning for retirement, investing in the future, securing your family’s financial well being, count on us for everything. Lets embark on a long lasting journey of Financial prosperity, today.
Bridging Dreams and Realities
FinBerg, a premier destination for your wealth management Company at Pune, works alongside you to manage your wealth and create a bridge between your dreams and reality. With our expertise in wealth management we also work on your aspiration and turn it into an achievable goal. Let's join hands on a path to turn your dreams into tangible success.
What Sets Us Apart
With a focus on personalised wealth management strategy; FinBerg caters to the needs of mid and high net worth individuals. Our Expertise in financial management, deliverables, commitment and meeting deadlines set us apart and help us as well as our users keep ahead in the market.
Our Mission
Our mission is to become one of the most trusted names in wealth management. We prioritise transparency, cultivate long-term relationships based on honesty and integrity, and enable individuals to confidently determine their financial destinies.
Our Values
Our ideals are the foundation of our business. Integrity, openness, and client-centricity are not only ideals, but the foundation of our culture. We adhere to the highest ethical standards, prioritising our client’s trust and well-being in everything we do. We serve what we say.
Our Vission
We are dedicated to empowering individuals on their financial journeys. We promote prosperity and assist customers accomplish their individual financial goals with confidence and clarity by providing skilled wealth management solutions.
At FinBerg Private Wealth, satisfaction isn't an option it's a certainty. Our expert team delivers tailored investment strategies that guarantee to meet your unique financial goals. Trust us to guide you to success with confidence and precision.