Wise Finserv is a leading diversified financial services company in India, specializing in investments, financial planning, and private wealth management. With a substantial client base, we build long-term relationships and offer niche investment products. Our strategic partnerships provide holistic services globally. Trusted as wealth-building partners, we constantly exceed client expectations. We have offices in Mumbai, Delhi, Noida, Lucknow, Varanasi.

We offer simple investment options tailored to clients' needs, serving HNI and UHNI. Market-leading qualifications assure clients that their future is in capable hands. Our comprehensive services cover personal finance globally. Our innovative approach and strategic partnerships ensure exceptional client experiences. Services include investment advisory, portfolio management, tax planning, insurance, and retirement planning.

At Wise Finserv, we prioritize technology and innovation, utilizing digital platforms for efficiency and real-time market insights. We measure success by our clients' achievements and financial security. Upholding integrity and transparency, we empower clients to make informed decisions. With a client-centric focus, experienced professionals, and cutting-edge tools, we guide clients toward a secure future.

Learn more at our website or contact us to unlock your wealth's potential and secure a brighter tomorrow.


Investment Management

Personal Finance

Wise Finserv

Ajay Yadav

Ishika Singh

Pawan Kumar Singh

Charu Pahuja

Kajal Singh

Operations Team

Leadership Team

Teams at Wise Finserv

Operations Team

Leadership Team