Renu Maheshwari is the first individual SEBI Registered Investment Adviser in Tamil Nadu and practices fiduciary Financial Planning and Portfolio Management. She is an MBA (Finance), Certified Financial Planner (CFPCM), CPFA, and CFA-1. With over two decades of experience in finance industry, she excels in advising, coaching and consulting clients on personal finances. She co-founded Finscholarz in 2012 to promote commission free, holistic consulting practice. As a Founder Director of ARIA (Association of Registered Investment Advisors), she is encouraging and supporting more RIAs to move to create conflict free, client-centric practices.
She pioneered ‘WoW’ (Women Only Workshop on Personal Finance) and has been conducting the sessions since 2013. A regular event at IIT Alumni Industry Interaction Center, Chennai this workshop has touched lives of 3000+ women. She has conducted workshops for HCL, Cognizant, Sutherland, CRISIL, Tech Mahindra, Avtaar Career Creators, eWIT, TIE, Polaris, Wipro, Scope e, Pramerica Mutual Fund, SBI, NIOT, Nissan Renault, Hexaware, TCS, TAFE, Flextronics, Gymkhana Chennai, Rotary, and Inner Wheel amongst others. With 40% women clientele, she actively encourages women to take charge of their money. Renu is also awarded as the Best Financial Advisor Award’ by APAC Insider, ‘Best Investment Advisor’ (Runners up) by Outlook Money and ‘Women Achiever Award by Rajalakshmi Group of Institutes.