About Us

Fernwealth Advisors is a dynamic wealth advisory firm that delivers–Trusted, Customised & Strategic financial advice.

With a collective team experience of 70 man years in Financial advisory and client personal finance and wealth management services, we are here to assist you in Wealth creation & Long term Financial security.

Our Mission

“Advising people to help them change their financial lives and make them attain financial freedom at earliest possible stage of their life”

Our Values

  • Be Fiduciary
  • Client First
  • Unbiased Views and Consultations
  • Ensure Client Gets Best Experience & Services
  • Be part of Clients Wealth Creation journey at all the times

Our Approach

  • Assess your current financial health ,set up realistic future financial goals
  • Identify your risks that you hadn't thought of
  • Help you increase savings & cash flow
  • Develop a tailored, comprehensive plan to meet these financial goals
  • Efficiently integrate wealth accumulation–protection, Investment & Risk Management, Retirement Planning
  • Put plan into action & enable you to measure the progress of your goals
  • Provide on–going support for changing life events & goals.
  • Ensure you stay focused & achieve your goals & long term financial security.
Our Team

We strongly believe our core strength is our Expertise, Professionalism & commitment to our client.

Meet the Fern Wealth Advisors Team:

Manish Kr Pandey – Founder & CEO
manishkpandey@fernwealth.com

Total Experience in Personal Finance – 18 Years
Previous Organizations & Experience – IIFL, SBI Mutual Fund, Franklin Templeton Investment, Fidelity Investment (All Total 14 Years)
Expertise Area – Personal Finance, Financial Planning, Mutual Funds, Insurance, Goal Based Planning, Loans, Credit Management, Wealth Management, Investment & Retirement Planning, Tax Planning etc.
Education and Financial Certifications – MBA, Advanced Financial Goal Planning by AAFM, India, NISM certifications, NISM MF certifications, IRDA Certifications and NSE Certifications

Uday Suri – Co founder
uday@fernwealth.com

Total Experience in Personal Finance
Previous Organizations & Experience
Expertise Area
Education and Financial Certifications

Priyadarshini Roy – Co founder
priyadarshini@fernwealth.com

Total Experience in Personal Finance – 12 Years
Previous Organizations & Experience – Standard Chartered Bank as an Investment Advisor (9 Years)
Expertise Area – Personal Finance, Financial Planning, Mutual Funds, Insurance, Goal Based Planning, Loans, Credit Management, Wealth Management, Investment & Retirement Planning, Tax Planning etc.
Education and Financial Certifications – BSc, NISM MF certifications and IRDA Certifications

Nidhi Srivastava – Product, Content development and Client Experience
nidhi@fernwealth.com

Total Experience in Personal Finance – 12 Years
Previous Organizations & Experience – Tata Asset Management & Fidelity Fund Management Private Ltd.
Expertise Area – Mutual Funds & Personal Finance products
Education and Financial Certifications – Post Graduate –Master in Business Law, AMFI certified in Mutual Funds Advisors Module, NCFM–Capital Markets Module

Shrikant Choudhary – Client Service & Business Operations
shrikant@fernwealth.com

Total Experience in Personal Finance – 4 Years
Previous Organizations & Experience – Star Health Insurance
Expertise Area – Client Servicing and office operations (Personal Finance)
Education and Financial Certifications – B. Com, IRDA certification

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