The formation/birth of Wise Finserv evoked when many corporates started having a product centric approach to meet organisational goals rather than having a client centric approach to meet client financial goals. The journey of financial planning & investment advisory services at Wise Finserv started when two like minded, senior, qualified, experienced wealth manager Ajay Kumar Yadav & Charu Pahuja thought to render FP Services across the country by leveraging technology platform & setting up high standards of practicing financial planning. The objective was not only to grow the balance sheet of company but also to spread right financial planning among people as social responsibility.
Our mission is to be a reliable partner with each customer and help them in reaching their financial goals by giving unbiased financial advice.
We create highly personalized financial plan to ensure client Financial goals are met considering his/ her risk profile. We deliver comprehensive insights and relevant expertise as we provide sophisticated investment strategies that match client most intricate goals and needs.
To ensure every customer is being serviced well a robust system & process has been created with a benchmark that no customer left unsatisfied.
With the help of competent / skilled advisory team, robust technology platform & great infrastructure Wise Finserv is serving client globally. Management at Wise Finserv never wanted to restrict serving client due geographical barrier, hence on a regular basis technology advancement has been done to serve client globally.
To be a highly admired & respected Wealth Management and Financial Planning Company in terms of its Professional work-force, robust processes, sound systems, extensive and innovative product range backed by trusted advice.
To be a reliable partner with each customer and help them in reaching their financial goals by giving unbiased financial advice.
Mr. Ajay Yadav has over 19 years of experience in the Pharmaceutical & Financial Services Industry. He has managed large teams across various functions and carries an in-depth understanding of the Financial Services Industry across Wealth Management and Banking products.
Mr. Yadav possesses comprehensive understanding of diverse facets of Financial Services, including Private Banking, Investment Banking. He is a talented Wealth Manager with exceptional understanding of Financial Planning and demonstrated track record developing long standing relationships with high net worth individuals across globe.
Prior to joining Wise Finserv, he was associated with Torrent Pharma, Reliance Capital, ICICI Bank, DBS Bank & ICICI Securities Private Wealth.
He is a MBA from Chennai University & CFP from FPSB.
Ms. Charu Pahuja has wide-ranging experience of more than 17 years across Banking, Investment Advisory & Wealth Management. She has a deep understanding of various investment asset classes and strategies. She is a Wealth Manager with exceptional understanding of Financial Planning and demonstrated track record of developing relationships with high net worth clients.
As a Director of Wise Finserv, she provides strategic guidance and support to the company in managing respective businesses and is closely involved as a mentor with the investment management business of the group which focuses exclusively on portfolio service for private clients in India and abroad.
Prior to joining Wise Finserv, she was associated with HDFC Bank, ICICI Bank, DBS Bank, ICICI Securities-Private Wealth Management.
She is a MBA-Finance from NIILM-CMS, Delhi and CFP from FPSB.
Ms. Chetna Yadav has experience of more than a decade in Customer Relationship Management, Client Service, Operations, and Operational Risk Management.
Prior to joining Wise Finserv, she was associated with Panacea Biotec, EXL Services Pvt. Ltd., Steria India Ltd., & Ascent Construction Pvt. Ltd.
She is a MBA from University of Allahabad.
Noopur Singhal, Advocate, LL.B. from Campus Law Centre, University of Delhi, is our associate partner and has been on the company legal advisory panel. Ms. Noopur is a B.A(P) Graduate from Delhi University and has Certificate course in Forensic Science. She started her practice in the year 2007 in all kinds of cases i.e. Civil, Criminal, Revenue, Service, Land and Rent Laws and is the chairperson of Local Complaints Committee, New Delhi District, New Delhi since 2016.
She has experience of more than 10 years in litigation side and is handling all kinds of litigations in Hon’ble Supreme Court of India, High Court of Delhi and other Tribunals and Courts.
She has successfully conducted litigations in the field of Writ Law (Civil and Criminal), Constitutional Law, Service Law, Arbitration and Dispute Resolutions, Land Acquisition Law, Tort Law, Labour Law, Employment Law, Banking and Matrimonial Law. She has a vast experience in handling legal matters on behalf of State Govt., Public Sector Undertakings and Mega Corporations and Companies and has expertise in providing legal opinions, handling contractual matters, holding legal conferences to address the legal issues of individuals, state corporations, partnership firms and private limited companies.
Manas Gandhi is our associate partner on company tax advisory panel. Manas is Proprietor at Manas Gandhi & Associates.
He specializes in providing international tax, transfer pricing, and domestic taxation services to a wide variety of organizations in different sectors of the economy. Over the years, he has acquired considerable experience in both public and private sector organizations.