Mr. Sanjeev Kumar


"It was a overwhelming experience of my association with Wise Finserv. They are really supporting me in my retirement planning and helping me in achievement of my other financial goals. I really like their work."

Sanjeev Kumar

Mr. Akash


you has been doing an outstanding job managing not only mine, but also my family's portfolio. Whatever you has suggested have generally come thru very well and we trust you like our own. You guys always there whenever we call , thank you for your hard work and dedication.

Warm regards,

Mr. Brijesh Singh
Engineer, Energy efficiency services limited

Hi Wise Finserv,

I have availed 3 sips on consultation
Initially i was unaware and reluctant to invest money in mutual fund, sip etc. Primarily due to lack of in-depth knowledge.
My advisor explained me functioning and pros-cons of several plans in a very simple language and convinced me to make investments.
Looking forward to collaborate further.

Brijesh Singh
Engineer Technical
Energy Efficiency Services Ltd.

Mr. Rakesh Kumar


It has been more than 6 months with Wise Finserv and i have got overwhelming services from your side. Your financial advises have helped me a lot to gain financial benefits which i have been always looking for. You are been always there to help me out with almost everything i required regarding my financial management. He is so diligent that even i get motivated from him. He has awesome knowledge regarding financial plannings. I love to discuss my financial aspects with him.
I used to get daily updates from his side which keeps me updated.

Thanks for his diligence and profound knowledge.

I wish all the future growth to Wise Finserv

Thanks and best regards
Rakesh Kumar

Mr. Amit Yadav

Dear mam,

I am happy with the services of Wise Finserv. I am happy to know that one financial advisor is there who is taking care of my portfolio so dedicatedly.

Mr. Sandy Singh

Excellent services by Wise Finserv for handling my mf

Mr. Shruti Chaubey


Thanks for the mail as a reminder of not forgetting those who are working for us and our future.

Well i wanted to invest in the sip since long, but was not able to find a reliable medium.

Doing it on own involved a lot of research and a bit of professional knowledge at least, which i believe is a tricky issue so i mostly ended up dropping the idea of investment. After many failed attempts i got contact of financial advisor and had conversation with them about sip.
He asked for certain details (which were really easy to provide) and in very short period of time got back to me with a plan.

As i told him to suggest me a plan in which i can easily invest and which doesnt involve huge amount, he briefed me about a plan of birla sunlife which i found perfectly suited to my need.

The next barrier for me was the documentations, but to my surprise it took me just 10mins to complete all of them because of my advisor’s guidance and finally i was just one step away from my 1st investment.

Within few days the documents got submitted and i received a confirmation of my sip from the company which was exciting and relaxing at the same time.

I would really like to thank the Wise Finserv team for humbly tackling my queries and understanding my needs to suggest me the best possible option.

I congratulate and wish the WFS team a lot of success and many more coming years of great achievements and hope you guys keep supporting people in making their investment dreams true with your amazing service.

Thanks & regards
Shruti Chaubey

Mr. Vinit Gupta

Greetings for the day!

It's my pleasure to have a collaboration with a sebi registered firm. Though it is a very short span since my association with WFS but your advices help me alot. I wish all the success to Wise Finserv

Mr. Rupinder Kaur

Dear Team,

The experience with Wise Finserv has been extremely wonderful for handling my portfolio very well. One experience i want to share with Wise Finserv is that i invested in some bond 10 years back through cash transaction & i don't have any document of that bond i coordinate with financial advisor she help me out from that problem along with whole amount in my new bank this hard work is totally commendable. I will recommend everyone to associate with Wise Finserv.

Hats off to Wise Finserv team... :-)


Mr. Sanjeev Kumar
Student, Student

Its very good experience till date to be in association with Wise Finserv. Keeps updating me with the market and other factor. Hope to have a healthy relationship in future as well.

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