You’ve worked hard for your money. Now take the next steps and let WiseFunds grow your wealth for you.
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 howYou 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 portfolioPick from top performing mutual funds and invest seamlessly through WiseFunds. Track your portfolio and enjoy the finest user experience.
Start NowWe 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.
- 100% safe transactions
- Secure Payment gateway
- Trusted by clients all across
the country
- Easy-to-use portal with 24x7 availability
- Digital KYC
- Online and paperless
transactions
- Customer support to assist you with all queries
- 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
- Basket of handpicked products
- Choose from only the best products
- Research
driven recommendations
- 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
- Supports Debit Card, NetBanking, UPI
- Offline payment through cheque
- Track portfolio of all family members in one place
- Management of family finances
- Combined report to meet financial goals
- Single login for all investments
- Seamless user experience
- Add existing
portfolio or build a new one
- Comprehensive performance report
- SIP report,
Capital Gains report
- Easy tracking of all investments in one place
Our investment offerings give you a wide access to multiple asset classes and help you to
invest, protect and grow your welath
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.
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.
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.
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.
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.
Invest & Track your entire portfolio on Single Platform
Explore and Invest in the best rated mutual funds with the help of our Smart Assistant and build your inflation proof portfolio.
Explore a curated list of Life Insurance plans best suited for you and your family's protection.
Explore the best and most comprehensive Health Insurances , best suited to you and your family.
#BankFDSeBehtar Grow your wealth at a higher rate and beat inflation with help of curated top rated Corporate FDs.
#PrincipalProtection Grow your wealth and enjoy flat taxation structure with curated list of Structured Products.
Select from the best Portfolio Managers and grow your wealth exponentially , best suited for High Net worth Investors with long investment horizon.
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.
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.
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.
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.
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.
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.
Start Investments in 2 min by downloading our Mobile APP from the links below.
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