Wealth Management Firm · Serving the Globe from India

Wealth is not how much money you make — it's how much your money makes for you.

Finbeing Wealth helps individuals and families build, protect and grow wealth through transparent, goal-based financial planning — backed by a CA-led advisory team.

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Asset Classes

CA-Led

Advisory Team

Goal-Based

Planning

Live Case Study

A real-world look at asset class returns

Absolute return comparison across different time horizons — why relying on just one or two asset classes is alarming.

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3 Years (2022–2024)

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2 Years (2024–2026)

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What We Do

Services built around your goals

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Stocks Portfolio Advisory

Expert equity advisory for a high-performance portfolio aligned to your risk profile.

EquityRisk-profiled

Mutual Funds

Goal-based diversified portfolios across equity, debt & hybrid categories.

EquityDebtHybrid

Global Investment Opportunities

International equities, ETFs and overseas diversification strategies.

Global EquitiesETFs

Fixed Income Opportunities

Bonds, NCDs, fixed deposits and structured debt instruments.

BondsNCDsFDs

Insurance Planning

Life, health & general insurance — right coverage at the right cost.

LifeHealth

Tax Planning & Optimisation

Holistic tax strategy across income, investments and estate.

IncomeEstate

Our Partners

A CA-led advisory team

Sunil Dhanuka

Partner · B.Com, CA, CWA

35+ yrs in financial & capital markets

CA Committee — Financial Markets, WIRC

Harsh Dhanuka

Founder · B.Com, CA, CFP

10 yrs in financial & capital markets

CA Committee — Financial Markets, WIRC

Vaibhav Dhanuka

Partner · B.Com, CA

5 yrs in financial & capital markets

Simran Agarwal

Partner · B.Com, M.Com, CA

5 yrs in financial & capital markets

CA Committee — Professional Skills Enrichment, WIRC

Testimonials

Trusted by clients across the globe

Real stories from individuals and families who put their financial well-being in our hands.

“Harsh is a sharp, dynamic professional whose daily macro updates keep me perfectly aligned with shifting market trends.”

Sushant Dhanuka

Business Owner

“Been associated with Finbeing for a while now and safe to say the services have been on point. Irrespective of market situation, expect them to give clarity and take ownership of the services they offer. Would definitely recommend”

Shlok Trivedi

Education Consultant

“Harsh's insights and financial guidance are always practical, well-researched, and easy to understand.”

Dinesh Nolkha

Silver Articles Boutique

“After consultation with harsh and as per his guidance our investments are giving good returns even in such a war and unpredictable conditions. Our Entire financial planning for seamless”

Sachin Bhaskar Sawant

Director - Supreme Hive Infra Pvt Ltd

“Harsh has been a great guide in managing my investments with clarity and confidence. His advice is practical, prompt, and always in my best interest. Highly recommend him as a trusted wealth manager.”

Aneesh Mankad

Insurance Consultant

FAQs

Questions? Start here.

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Ready to put your money to work?

Talk to a CA-qualified advisor and walk away with a clear, personalised plan — no jargon, no pressure.

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