"Most people don't plan to fail, they fail to plan"

About us

Started in 2016 with modest beginnings, Findvise has grown into a complete robo financial planning and investment advisory firm. We ensure to cater to all your financial needs, solve related queries and dispel doubts, most efficiently.

It does not matter who you are or what your income is; whether you fall in the high-income bracket or belong to the lower rung, we will help you to figure out the best financial planning solution according to your requirements. With our guidance and planning, it becomes easier for you to invest your earnings in the right places and you can be free from all tensions, being completely sure that you are moving along the right trajectory.

At Findvise, we believe that every individual deserves the best investment planning so that they can lead a hassle-free life in the present and also have sufficient reserves for future. We understand the value of your money and give your needs first priority. Findvise is one of the very few robo financial planning and Investment advisory firms in India and your welfare is our prime motive. We have a capable team of Certified Financial Planners, MBA, and ex banking professionals, who conceptualized make the analytical tools in most sophisticated way to devise a suitable financial strategy based on your requirements.

The rapidly changing market scenario and the dynamic financial sector make it imperative for everyone to have a personalized plan that makes best use of one’s financial resources. The high inflation and the rising cost of living make it essential to have a proper wealth creation and management plan in place.

Our aim is to make financial planning accessible to every household and we take pride in being the pioneers in the field. We aspire to reach out to every individual looking for a competent financial planning solution and our goal is to give you right guidance that will see you through in all times.

Meet the Team

A perfect blend of creativity & technical magic, to formulate a great solution


Koushik Sur, CFP


Product, Strategy, Growth


Pratik Ghosh


Product, Engineering, Growth


Rajat Vishwakarma


Design and Development


Prakruti Shah

Product, Advisory, Strategy


Dipannita Chakraborty

Operation, Branding, Promotion


Ankit Ghosh

Operation and Marketing

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+91 6290 766 879

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Findvise is a web app for financial planning and mutual fund distribution under the name of Koushik Sur, registered with the Association of Mutual Funds in India (AMFI), and the ARN no. 120471. Recommendations and suggestions provided to customers regarding mutual funds by Findvise is incidental and not its primary activity. Recommendations on products other than mutual funds are provided only on request. The Financial planning services on the Findvise platform is provided by Koushik Sur, a FPSB Registered financial planner having registration no. 00074365 (Valid till 31.10.2018).

*Mutual Fund investments are subject to market risks, read all scheme related documents carefully before investing. 

*Insurance is the subject matter of solicitation.