Renu Maheshwari is the first individual SEBI Registered Investment Adviser in Tamilnadu and practices Financial Planning and Portfolio Management. She is an MBA (Finance), Certified Financial Planner (CFPCM), CPFA and CFA-1. With over 25 years of experience in finance industry she excels in advising, consulting and coaching clients on personal finances. She cofounded Finscholarz in 2012 to practice and promote commission free, holistic, fiduciary advisory practice.
She was awarded ‘Best Financial Advisor in India – 2016’ by APAC Insider (a London based publication) and ‘Best Investment Adviser in India – Runner Up – 2015’ by Outlook Money. She was felicitated with ‘Eminent Woman Achiever’ award by Rajalakshmi Group of Institutes.
As a Founder Director of ARIA (Association of Registered Investment Advisors, a section 8 company), she is actively helping fellow RIAs to develop a client centric practice. She is on the India CPF Board Advisory Council, (of Financial Planning Standards Board, USA) providing thought leadership to financial planning community in India.
She pioneered ‘WoW’ (Women Only Workshop on Personal Finance) and has been conducting sessions since 2013. She has touched lives of more than 3500 women with her WoW sessions. WoW was also featured prominently by The Hindu and New Indian Express. Finscholarz has also conducted research on ‘Economic Centeredness of Women’ along with FlexiCareers to study women’s attitude towards investment management
Her articles are regularly published in Bloomberg Quint, FPSB India Journal and Outlook Money. Her column also appears in Tamil Fortnightly – Thozhi. Her opinions / interviews are regularly published in Live Mint, ET Wealth, Aval Vikatan, Business Standard. She is also on BTVi answering to investors’ queries.
She has conducted workshops for employees of big IT and ITES companies. With over 1600+ hours of training experience she has also been a visiting faculty to ICoFP, IIFP and ACE School of Financial Planners. Finscholarz’ ‘Financial Planning and Portfolio Management’ Certificate course at Stella Maris College, Chennai is one of her attempts to induct more youngsters into an ethical practice of sales free consulting and bring about a paradigm shift from sellers’ market to client centric practices.