Integrated Wealth & Risk Management

Structured financial solutions aligned to your goals, risk profile and time horizon.

Berrywise Finance Private Limited provides financial consulting and access to regulated insurance and investment products through partnered institutions. We do not offer guaranteed returns, forecasts or performance commitments. All recommendations are made after evaluating suitability, risk capacity and client objectives.

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Regd. Office: Mumbai, India  •  International Presence: Dubai, UAE

What we help you solve

  • Protect family, business and assets with compliant insurance structures
  • Build diversified, risk-managed investment allocations
  • Explore income-oriented fixed-income opportunities subject to market risks
  • Plan succession, long-term goals and legacy strategies responsibly
Retail & HNI Investors NRI Investors Corporates & SMEs
Coverage Spectrum Life • Health • General • Corporate Risk
Product Universe Insurance, Mutual Funds, Bonds, FDs, AIF, PMS, MLDs
Advisory Focus Capital preservation & risk-adjusted growth

About Berrywise Finance

Independent financial consulting backed by strong product research & execution

Our Vision

To create a future where every retail and corporate client enjoys true financial freedom, supported by transparent, inclusive and well-governed financial solutions designed for sustainable prosperity across generations.

Our Mission

To make financial opportunities accessible and impactful by providing suitability-based guidance across insurance and investment products offered through regulated Indian and international institutions. We focus on transparent disclosures, risk awareness and disciplined long-term planning. Berrywise Finance does not guarantee returns, capital protection, or performance of any third-party product.

How We Work

  • Discover: Understand needs, liabilities, risk tolerance and financial goals.
  • Design: Suggest diversified solutions suitable to your profile. All products carry risk and are subject to regulatory guidelines.
  • Deliver: Assist with onboarding, documentation and periodic reviews. Clients make final investment decisions.

Solutions at a Glance

End-to-end coverage from risk protection to wealth creation

Berrywise Finance solutions overview

Insurance Solutions

  • Life Insurance: Life Solution, Zero Cost ULIP, Guaranteed Return Plans, Cash Back Plans, Retirement / Pension Solutions.
  • Health Insurance: Individual Health Covers, Family Floater Plans for holistic medical risk protection.
  • General Insurance: Motor (4-wheeler, 2-wheeler including EVs), Fire & Burglary, Professional Indemnity, Workmen Compensation, Cyber Insurance, Contractor’s All Risk & Machinery.

Investment & Wealth Solutions

  • Specialised Life & Group Covers: Group Term, Group Personal Accident, Group Health, Employer–Employee solutions.
  • NRI Desk: Dollar-based investments, NRI term & retirement solutions aligned to global cash flows and tax residence.
  • Mutual Funds: SIP, SWP and lumpsum strategies for long-term wealth creation and regular income.
  • Fixed Deposits: 54EC / tax-efficient FDs, listed & private offerings with credit-quality assessment.

Advanced & Corporate Solutions

  • Loans: Secured, unsecured and private funding requirements evaluated on suitability and structure.
  • Forex & Commodities Trading: Forex – forwards and commodities trading access for eligible clients.
  • Fixed Income & Alternatives: Market-linked debentures (MLDs) with capital protection themes, AIF, PMS, PPVC for sophisticated investors.
  • Fund Placement & Capital Market Access: Pre & IPO funding, and IPO advisory & execution through partner platforms.

Download Company Profile

A concise overview of our philosophy, capabilities and product universe

Explore Berrywise Finance in greater detail – our background, advisory framework and the breadth of insurance, investment and wealth solutions we provide to retail, NRI and corporate clients.

Download Berrywise Finance Profile (PDF)

Contact & Connectivity

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India Office

318, Kamala Spaces, S.V. Road
Santacruz (W), Mumbai - 54

UAE Office

SEAG GENERAL, Aspin Tower
Sheikh Zayed Road, Dubai, UAE

Reach Us

Phone: +91 7021513949, +91 8369220328
Email: info@berrywisefinance.com
Website: www.berrywisefinance.com

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Instagram: @berrywisefinance

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