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 advi