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That's why we have a team of determined and seasoned professional who not just assist you in your requirements, but also partner closely in your growth to bring your dreams to fruition.

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How It Works

Begin Your Investment Journey By Following a Hassle-Free Process.

Investing in mutual funds has never been so simple and convenient as it is now. Follow these simple stages of mutual fund investments to make
a bright future and build a huge wealth. These are the steps that would lead you towards the desired financial growth.

We Provide Service Since 2013 !!

Helping & Providing The Best Services to Our Client

It has been my good luck to have encountered very sincere and knowledgeable financial consultants who have helped me to invest wisely and safely after my husband's demise 8 years ago. Their courtesy, honesty and understanding of my financial requirements along with their readiness to address my issues have made me trust them completely. I have continued to let them take charge of all my investments with the confidence that they will always park my limited assets in the best way possible.

Ms. Sarojini Datta
Boutique Owner,

It has been sometime since me and my wife are consulting WISE FINSERV for financial investments. Wise Finserv team are a concerned lot and take good care of our wealth. They are trustworthy and prompt with queries. I am certain that their diligence both in their knowledge and technical resources will grow our investments exponentially.

Mr. Umesh Gupta
Co-Founder, Momentous Pictures Private Limited

An excellent financial advisory company with well qualified and capable staff. They fully justify their logo of "Edifying Wealth". They are very prompt in their response, help and give well researched advice keeping client requirements.

Ravindra Kumar Singh

I have immense pleasure in certifying the credibility & sincerity to Wise Finserv. They are a young team of professionals who has put in a number of years in banking industry in Wealth Management. I have had the good fortune of being in contact with her since then. Their service & advise is reliable and they keep to their schedules. I wish this young team of Wise Finserv a great future & greater heights.

Pearey Lal Dhar

I was very wary of using financial advisers but this young team has helped me get over that mistrust. I trust them to provide me the right guidance and take care of my money. They know my priorities and invest accordingly and I feel my retirement is in safe hands. Wise Finserv team are always available when I need them and I wish wise Finserv for continued success in their venture.

Kavita Khatri
Channel Strategy And Operations, Whirlpool Corporation

I have been dealing with them for about 10 years when she was with ICICI. I continue to have her when our investment manager even after she left ICICI and started her own. I have found her very hardworking and well informed about investment plans. I have no hesitation to recommend her for investment deals.

Lalit Mohan Talwar
Retd. Executive Director, ISGEC

I am very much pleased with my more than 10 year’s long relationship with 'Wise FinServ'. They are dependable partners, who help me realize my financial goals. The talented experts at 'Wise FinServ' have created customized portfolio as per my requirements and proactively track and periodically share the progress. The partner’s at 'Wise FinServ' also suggests and help execute the readjustments as per the prevailing market conditions to ensure good returns.

In summary I can be assured of excellent returns on my investments with 'Wise FinServ', who meet all needs under single roof. I wish them well and success in coming years.

Harish Chauhan
Sr. Staff R&D Engineer, Synopsys In

I was always very apprehensive of the investment “gyanis” who used to try & convince me to invest with them, thanks to the one horrible experience I had with a very large bank.

I must compliment Wise Finserv team to have pursued & followed up with me for over a year without getting any business. After I started investing thru, my experience has been quite phenomenal. My funds are doing well & I have to hardly worry about the market conditions as you & your team proactively monitor these factors & just contact me for permissions to make changes.

Thanks Again & best of luck for the entire team

Rahul Kulshreshtha
Principal Architect, Benchmark Broadcast Systems

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Wise FinServ Blog & Article

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31 July 2020 11:21:50

What to pick up, 5.5% Fixed Deposit or a short term debt fund with 5.5% YTM?

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International Equity Mutual Funds have generated 35% to 40% return in last one year. Do you hold any of these Funds in Your Investment portfolio?

24 March 2020 06:45:18

Mutual Fund SIP, The powerful recommended cure & remedy for the corona impacted equity market...

15 October 2019 07:03:38

How to prevent Investment Fraud

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