Start investing today

You’ve worked hard for your money. Now take the next steps and let WiseFunds grow your wealth for you.



I have money to invest


Building your investment foundation is just one step away. We’ll help you pick from a variety of investments and help your money grow.

Show me how

I have some financial goals


You tell us your goals, we formulate your strategy. Get personalised investment recommendations by our dedicated and experienced team of advisors. ( invest in dedicated Investment Baskets which help you to aim towards your goals )

Suggest a portfolio

I know where to invest


Pick from top performing mutual funds and invest seamlessly through WiseFunds. Track your portfolio and enjoy the finest user experience.

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Why choose us?

We have a team of determined and seasoned professional who not just assist you in your requirements, but also partner closely in your growth to bring your dreams to fruition.



Secure Transaction

- 100% safe transactions
- Secure Payment gateway
- Trusted by clients all across the country





Convenient and Simple

- Easy-to-use portal with 24x7 availability
- Digital KYC
- Online and paperless transactions
- Customer support to assist you with all queries





Quick registration

- Sign up and open your free investment account in just 2 minutes
- Hassle-free process with no waiting time
- Completely online and paperless with no hidden charges







Curated list of top rated asset classes

- Basket of handpicked products
- Choose from only the best products
- Research driven recommendations





Relationship Manager assistance

- Personal Relationship Manager to understand your goals and assist you in building desired portfolio
- Professional help and addressal of all concerns
- RM can help you open your account and make transactions on your behalf with consent





Multiple Payment Methods

- Supports Debit Card, NetBanking, UPI
- Offline payment through cheque







Family portfolio management

- Track portfolio of all family members in one place
- Management of family finances
- Combined report to meet financial goals





Existing Portfolio Tracking

- Single login for all investments
- Seamless user experience
- Add existing portfolio or build a new one





Portfolio reports

- Comprehensive performance report
- SIP report, Capital Gains report
- Easy tracking of all investments in one place





Investment Made Easy

Our investment offerings give you a wide access to multiple asset classes and help you to
invest, protect and grow your welath



1

Register and Complete Profile

You can sign up with us & open your free investment account in 2 min by filling your details like PAN card number, Aadhar Number& contact details.

2

Take Expert's Advice

Once your account is open will map a Financial Adviser to assist you in creating your financial plan parallel help you how to invest with us. If known to investing you can use our platform to invest in various funds as per your risk profile.

3

Select Investment Plan

Post Understanding of your financial goals & risk profile either you can invest yourself if your are known to investment or our Financial Advisor will help in selection of funds / Investments as per your risk profile & time horizon.

4

Make Payment

Post section of funds you can purchase online & make payments through our Buy Mutual fund online platform integrated with BSE India. Our Financial Advisor / customer service manager will help you in case if you are finding any difficulty in execution of transactions.

5

Track performance

Once done with investments you can track and monitor your portfolio performance online, with a user and password anytime anywhere as per your convenience. Also you can download our mobile app to track portfolio & can invest using our App as per your convenience.

Discover 360 Degrees Investing Experience

Invest & Track your entire portfolio on Single Platform

Mutual Funds

Explore and Invest in the best rated mutual funds with the help of our Smart Assistant and build your inflation proof portfolio.


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Life Insurance

Explore a curated list of Life Insurance plans best suited for you and your family's protection.


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Health Insurance

Explore the best and most comprehensive Health Insurances , best suited to you and your family.


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Corporate Fixed Deposit

#BankFDSeBehtar Grow your wealth at a higher rate and beat inflation with help of curated top rated Corporate FDs.


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Structured Products

#PrincipalProtection Grow your wealth and enjoy flat taxation structure with curated list of Structured Products.


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Portfolio Management Services

Select from the best Portfolio Managers and grow your wealth exponentially , best suited for High Net worth Investors with long investment horizon.


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FAQs

1. What are mutual funds?

A mutual fund is a professionally-managed trust that pools the savings of many investors and invests them in securities like stocks, bonds, short-term money market instruments. Investors in a mutual fund have a common financial goal and their money is invested in different asset classes in accordance with the fund’s investment objective.


2. Is there any risk in investing in mutual funds?

Mutual Funds unlike fixed deposit, Bonds and other Government securities do not provide guarantee of returns. Their returns are directly related to the performance of the underlying asset in which they invest like shares, debentures etc which are known for the risk associated with them. The unit value may vary with the performance of the company. In addition, changes in macro level policies & regulations may also affect sectors in Indian economy thereby affecting mutual fund performance.




Customer Stories

Get the App Now!

Start Investments in 2 min by downloading our Mobile APP from the links below.



Available On:

PLAY STORE     APP STORE
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Contact Information



   WISE FUNDS
     G-05,Ground floor,Sector-3
     Noida 201301