Welcome to Wise Investor

We care for your money

Using our extensive knowledge and experience, we will offer customized solutions tailored to help grow and conserve your wealth.

With our outstanding personalized service, you’ll receive independent advice from trusted professionals, who establish and execute detailed financial plans based on your personal needs and aspirations. You’ll know your wealth is being handled carefully and efficiently with YOUR best interest in mind.

120
Families

As of 31st March 2022, we have around 100 plus families, who trusted in us.

200
Customers

As trusted professionals, we have received several family members, who are taking our services.

Services

Our Services & Products

Using our extensive knowledge and experience, we will offer customized programs tailored to help grow and conserve your wealth. Click the button below to know more.

Mutual Funds

Mutual fund is essentially is a Trust. Mutual Fund is a link between the capital market and the Investors.

PMS

PMS

Life Insurance planning is a critical component of a financial plan that includes evaluating risks.

AIF

AIF

It covers expense of hospitalization due to illness or accident. that can protect your family from financial hardship.

Life Insurance

Life Insurance planning is a critical component of a financial plan that includes evaluating risks.

Health Insurance

It covers expense of hospitalization due to illness or accident. that can protect your family from financial hardship.

Direct Equity

Create your wealth with the experts in management of your equity portfolio and want to invest in most secured with top companies

Fixed Deposits

Life Insurance planning is a critical component of a financial plan that includes evaluating risks.

Tax Planning

Create a legacy that provides supports the causes and charities you care about, and maintains your values across future generations

Estate Planning

We help people identify everything they have and then with the help of an advocate , help them draft a will for a dispute free transfer of wealth.

P2P Lending

Create a legacy that provides supports the causes and charities you care about, and maintains your values across future generations

NPS

NPS

Create your wealth with the experts in management of your equity portfolio and want to invest in most secured with top companies

LAS

LAS

We help people identify everything they have and then with the help of an advocate , help them draft a will for a dispute free transfer of wealth.

Life is very unpredictable. We have plans for every situation.

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    Kolkata OfficeMumbai Office

    Our Publications

    Index funds: Check their tracking errors instead...

    Publication Date: 07-03-2022

    What Not To Look For When Investing In Debt...

    Publication Date: March-2022

    Staying the course

    Publication Date: 28-02-2022

    Smart investing: Know how you can invest...

    Publication Date: 16-02-2022

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