About Us

Fintelligence Consulting focuses on Engaging, Educating and Empowering individuals on matters of personal finance through Financial Wellness Programs and Workshops. 

Most working young people, especially those that are professionally employed, in India have little understanding of the basics of investment. They are vulnerable to incorrect, biased advice or uninformed decisions on money matters. Coupled with trending lifestyles needs and ignorance they are unlikely to set and therefore meet any financial goals.

As an employer you can be a catalyst in helping your employees achieving this knowledge through our programs. Our programs aim at:

  1. Educate individuals on matters of personal finance in a holistic manner
  2. Equip participants to manage their finances
  3. Impart Practical Knowledge on Financial Planning enabling the participant to choose what is best suited for their individual needs.
  4. Inspire the participant to be more self-confident in managing money.

Profile

Rima has been a private banker for over 25 years with rich experience in wealth management and financial advisory.  She has worked with Citibank, Standard Chartered Bank, HSBC and Yes Bank and has cross functional experience in wealth management, investment advisory, portfolio construction, across various market cycles. In addition, she has a deep understanding on behavioral patterns of individuals while they   manage their personal wealth.

She co-founded Womantra, a financial awareness program for working women. Womantra has won the CNBC Grand Jury Prize for work done towards financial education and inclusion in the CNBC financial advisor awards 2015 and 2017. 

She believes that it is extremely important that every person is made financially literate since neither our educational systems nor our informal learning environment gives us an opportunity to learn money management which is so important in life.