Mr. Nikhil Gupta

Hi Team,

I just want to say thanks for everything . He helped me to guide on the investment strategies ,purchasing sips, one time investment and other saving which helped me to get good returns along with save tax.

He also guided me about Wise Finserv portal to purchase new sip's , get live reports etc,

Thanks for your support and guidance.

Nikhil Gupta

Mr. Rakhi Gandhi


my experience has been great throughout, i have been associated with them for long now, they are always there for you, service is excellent, providing regular updates through mails and calls, have complete trust and always providing valuable advise. Undoubtedly i would strongly recommend them for any financial services needs.


Rakhi gandhi

Mr. N.K. Bhatia


it might be difficult task for me to provide a testimonial about the organization, the Wise Finserv. Yet a limited feed back could be possible based on my mediocre interactions; commencing with ms vandana first, followed by ms kajal in last couple of years and now, comprehensive discussions with ms priyanka. With my pleasant experience with them i have no hesitation to say "the culture of the company speaks by itself".

I had been having very fruitful interactions with you & absolutely clear in concepts, excellent delivery, and above all authoritatively convincing power. She is simply superb with pleasing personality. She has been the catalyst to change my mind set of investments from 'fixed deposits' to 'mutual funds'. Didn’t find her sparing any effort in her professional approach in bringing out new or on-going products. She successfully consolidated my portfolios.

Through her i seek your company's assistance in reviving my equity holdings which are hitherto lying dormant for last 25-30 years, although she readily offered her services to sort out the hold ups.

Wising her a great future.

In the end i propose that your company may introduce a information system for the clients about some new products/schemes through personal mails. This may base on clients' age, requirement, capacity to invest etc.

N. K. Bhatia

Mr. Rajesh Rohal

Good in most of aspects.
keep it up.

Mr. Mudit Bhan


I would like to take this opportunity to say a very big thank you to Wise Finserv team for this wonderful experience given to me over the past one year. The Wise Finserv online portal is really very amazing & mobile app is also very awesome.

I would specially like to thank ms. Swati malik for managing my portfolio. She is very organized, focussed, disciplined & very sincere for her work. She is an excellent communicator also.

Keep up the good work.

Mudit bhan | employee relations
Escorts agri machinery | component plant

Jayan Nambissan

In my life, financial planning was my long awaited dream which could not be fulfilled by doing myself and could not be successful also. When i could get an opportunity to interact with Wise Finserv, i have full satisfaction with them and the way i was planning, i could get support from them to drive in right way.

Mr. Umesh Kumar Singh
Team leader, TI Infotech pvt. ltd

Thanks for continue support and guide.
Very good experience with you and will be continue to take your advice

Mr. Lalit Khajuria
Project Manager, Ingersollrand Climate solution Pvt. Ltd.

i am associated with WFS from approx one year. I am completely satisfied with the response/services by WFS team(vipin & vinshu) who are interacting with me.

lalit khajuria.

Mr. Nitin Maheshwari


"They comes up as a sincere financial advisor with deep knowledge of various financial products and good customer service "

Nitin Maheshwari

Mr. Narinder Mahajan

I can only say it has been pleasure to be associated with WFS for last 2 yrs or so. The company which is headed by dynamic and professional people like ajay and charu, has a very special place in my thoughts.

I am very small investor but i have been serviced beyond my expectations. She is evergreen and ready to assist u at any time. Her approach and convincing power needs special mention. One thing which i being defence oldy like is punctuality and frankness, which she has in abundance.

I know, u must be having great role in moulding her under guidance of ajay and charu. Pl be free for any clarifications.

Wish WFS a great fy 2017-18. God bless all those who make WFS family.pl do read thought for this week given below

CDR Narinder Mahajan
Director, shaheed smarak sanstha, noida
An efficient organisation

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