Ms. Sarojini Datta
Boutique Owner

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.

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

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.

Ravindra Kumar singh

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.

Pearey Lal Dhar

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.

Kavita Khatri
Channel strategy and Operations, Whirlpool Corporation

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.

Lalit Mohan Talwar
Retd. Executive Director, ISGEC

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.

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

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.

Rahul Kulshreshtha
Principal Architect, Benchmark Broadcast Systems

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

Chand Dev Puri
Retd. MD, Scot Wilson

The team is managing my portfolio since last 7 years and I am happy to have them as my wealth managers. I have a customized portfolio as per my need. They always ensure alignment of my portfolio as per dynamics of market.

Manjari singh
Lawyer, Allahabad High Court

I am a client of Wise Finserv for almost two and a half years. I am very grateful for the prompt and sound financial services. They have helped me to build a customized portfolio according to my specific needs. I wish them all the best for future.

scroll top