Finsquare wealth advisors at the Ahmedabad headquarters serving HNWI, NRI and Family Office clients

India's Trusted Wealth Advisory Since 1993

Serving HNWIs, NRIs, Family Offices and Foreign Portfolio Investors with institutional-grade integrity.

Our Story

Three decades of conviction-led wealth advisory — from a single LIC desk to a global financial group.

Founded in 1993, Finsquare began as a single LIC agency and has grown into one of India's most trusted private wealth platforms. Today, we deliver every meaningful financial product under one transparent roof — Insurance, Mutual Funds, PMS, AIF, Stock Broking, Fixed Income, Structured Products, Real Estate, Lending and Accounting — backed by a senior team of CFPs, CFAs, CAs and MBAs.

Over 5,000 families, corporates, HNIs and Ultra-HNIs across India and 20+ countries rely on us to preserve, grow and transfer capital. Our edge is simple: independent advice, institutional research, and a technology stack that gives you complete visibility — across every account, every asset, every jurisdiction.

We believe wealth is a generational responsibility. At Finsquare, our work begins where transactions end — and our commitment to you compounds with every market cycle.

The Finsquare Journey

From a single LIC agency in 1993 to a multi-asset wealth platform trusted across India and the world.

Leadership Team

“Laid the foundation of Finsquare in 2000 with a vision to provide financial freedom to everyone. Starting as a one-man show, his expertise and determination transformed the company into a comprehensive financial service provider. Through his forward-looking vision, Ghanshyam Patel gained trust and built a team of experts, making Finsquare a one-stop solution for financial needs. His journey exemplifies dedication to empowering individuals and businesses financially.”

Ghanshyam Patel

Founding Director

The Principles That Govern Every Client Relationship

Our Core Values

Client-First, Always

Every portfolio decision starts with your goals, your risk profile and your family — never with a product quota.

Conflict-Free Advisory

Independent research, transparent fee disclosure and curated access — so the advice you receive is the advice you deserve.

Absolute Integrity

Compliance-led, audit-ready and discreet. We document everything, hide nothing, and honour every commitment we make.

Institutional Standards

Investment processes, risk frameworks and reporting standards built to the level expected by Family Offices and FPIs.

Inside the Finsquare Headquarters, Ahmedabad

Finsquare headquarters reception, Ahmedabad — private wealth advisory office

Finsquare client conference room for private consultations

Finsquare advisor workspace and research desk

Finsquare client lounge at the Ahmedabad office

Our Mission

To be the most trusted partner in the financial life of every client we serve — putting their goals above products, their confidentiality above commerce, and their long-term outcome above short-term noise. Every recommendation we make must pass one test: would we make it for our own family?

Our Vision

To become India's most respected private wealth platform — the default gateway for global capital entering New India and the trusted custodian for the country's most discerning families. We pair institutional research with technology and human accountability, so wealth is a quiet companion, never a worry.