Company profile

Wise Finserv

Private Wealth

Industry
Financial Services
Employees
165
Headquarters
Noida, U.P.
Founded
2013
LinkedIn followers
14,566
Office locations
12

Wise Finserv company summary

Wise Finserv is a company in the Financial Services industry, headquartered in Noida, U.P., founded in 2013. On LinkedIn the company has around 165 employees and 14,566 followers. The company lists 12 office locations. Its listed specialties include Wealth Management, Financial Planning, Investment Advisory, Estate Planning, Structured Products.

What technology does Wise Finserv use?

No technologies detected yet. Warmrank rechecks company websites on a rolling basis.

About Wise Finserv

Since 2013, Wise Finserv has been empowering High-Net-Worth Individuals (HNIs) and Ultra-High-Net-Worth Individuals (UHNIs) with structured investment solutions to grow, protect, and seamlessly transfer wealth. Our expertise ensures that every investment decision is strategic, data-backed, and aligned with long-term financial security. With a strong presence in Mumbai, Delhi, Noida, Lucknow, Varanasi, Kolkata, Chandigarh, Visakhapatnam, and Hyderabad, we provide world-class financial solutions backed by market research and global insights. Why Wise Finserv? ✅ Tailored Investment Strategies – Personalized solutions built around your financial goals and risk appetite. ✅ Expert-Led Approach – A team of professionals ensuring informed financial decisions. ✅ Data-Driven Insights – Research-backed strategies optimizing risk and return. ✅ Secure & Tech-Enabled Platforms – 256-bit encrypted systems with OTP & PIN authentication for portfolio security. ✅ Proactive Risk & Diversification Management – Portfolios designed for stability and growth across asset classes. ✅ Continuous Monitoring & Optimization – Regular portfolio reviews to adapt to evolving financial goals. ✅ Global Perspective, Local Expertise – Investment solutions balancing global and domestic opportunities. ✅ Commitment to Financial Awareness – Regular insights on markets, tax strategies, and investment trends. Our Client-First Philosophy With 20,000+ happy clients across 2,000+ cities, our success is measured by our clients’ financial well-being. We ensure seamless service with: ✔ Dedicated Service Managers for personalized attention. ✔ Regular portfolio reviews with expert insights. ✔ Direct engagement with senior leadership, including our CEO, for strategic wealth growth. At Wise Finserv, we don’t just manage wealth—we help build financial legacies. 🚀 Unlock your wealth’s potential today! Visit our website or connect with us to explore tailored investment opportunities.

Specialties

Wealth ManagementFinancial PlanningInvestment AdvisoryEstate PlanningStructured ProductsMutual FundsLiquid FundsSystematic Investment PlanTax PlanningTax SavingFinancial GoalsRetirement PlanningWealth CreationChildChild Education PlanningHouse PurchaseEquity FundsPortfolio Managment ServicesFinancing OptionsNon-Convertible DebenturesCorporate Fixed Deposits

Where is Wise Finserv located?

Wise Finserv lists 12 office locations.

Noida, U.P., INHQ
G-5, Ground, 1st & 2nd Floor
Hyderabad, Telangana, IN
1-98/G38, Gafor Nagar, serenity square, 4th floor, Madhapur,
Kolkata, West Bengal, IN
GN-38/5, Anaya Chambers, 9th Floor, Salt Lake Sector-5, 700091
Lucknow, Uttar Pradesh, IN
9, 1st floor
Mumbai, Maharashtra, IN
Haware infotech park
Mumbai, Maharashtra, IN
Address: 8, Ground Floor, Abel Estate, Saki Vihar Rd. Behind Finch Restaurant
NEW DELHI, 110020, IN
E-44/3, OKHLA PHASE 2
Noida, 201309, IN
NOIDA ONE , IT PARK
Panchkula(Haryana), Pin Code-134109, Haryana 134109
First Floor Cabin no 53 , 54, 55
Prayagraj, Uttar Pradesh, IN
4C, SN Towers, Maharishi Dayanand Marg, Opp Radio Station, Civil Lines
VISAKHAPATNAM, Andhra Pradesh, IN
55-29-17/1
Varanasi, Uttar Pradesh, IN
Kuber Complex, Shop no 60,

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Frequently asked questions about Wise Finserv

What does Wise Finserv do?

Since 2013, Wise Finserv has been empowering High-Net-Worth Individuals (HNIs) and Ultra-High-Net-Worth Individuals (UHNIs) with structured investment solutions to grow, protect, and seamlessly transfer wealth. Our expertise ensures that every investment decision is strategic, data-backed, and aligned with long-term financial security. With a strong presence in Mumbai, Delhi, Noida, Lucknow, Varanasi, Kolkata, Chandigarh, Visakhapatnam, and Hyderabad, we provide world-class financial solutions backed by market research and global insights. Why Wise Finserv? ✅ Tailored Investment Strategies – Personalized solutions built around your financial goals and risk appetite. ✅ Expert-Led Approach – A team of professionals ensuring informed financial decisions. ✅ Data-Driven Insights – Research-backed strategies optimizing risk and return. ✅ Secure & Tech-Enabled Platforms – 256-bit encrypted systems with OTP & PIN authentication for portfolio security. ✅ Proactive Risk & Diversification Management – Portfolios designed for stability and growth across asset classes. ✅ Continuous Monitoring & Optimization – Regular portfolio reviews to adapt to evolving financial goals. ✅ Global Perspective, Local Expertise – Investment solutions balancing global and domestic opportunities. ✅ Commitment to Financial Awareness – Regular insights on markets, tax strategies, and investment trends. Our Client-First Philosophy With 20,000+ happy clients across 2,000+ cities, our success is measured by our clients’ financial well-being. We ensure seamless service with: ✔ Dedicated Service Managers for personalized attention. ✔ Regular portfolio reviews with expert insights. ✔ Direct engagement with senior leadership, including our CEO, for strategic wealth growth. At Wise Finserv, we don’t just manage wealth—we help build financial legacies. 🚀 Unlock your wealth’s potential today! Visit our website or connect with us to explore tailored investment opportunities.

How many employees does Wise Finserv have?

Wise Finserv has around 165 employees on LinkedIn.

Where is Wise Finserv headquartered?

Wise Finserv is headquartered in Noida, U.P..

Where does Wise Finserv have offices?

Wise Finserv lists 12 office locations, including Noida, U.P., IN; Hyderabad, Telangana, IN; Kolkata, West Bengal, IN; Lucknow, Uttar Pradesh, IN; Mumbai, Maharashtra, IN.

When was Wise Finserv founded?

Wise Finserv was founded in 2013.

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