About Us
In the year of 2015, we began our journey as Money Makers Wealth Management Services. Since then, we have built a satisfied customer base above 500 across the geographical locations. We are glad to have such a great client base, ranging from IT professionals, doctors, retirees, senior citizens, NRIs, High Networth Individuals, and super HNIs.
We promise you a long-term commitment in the wealth management domain. Our finance experts will first understand your needs, and then advise you the best to make you succeed in your goals. We assure you to provide holistic end to end wealth management solutions.
With our promise and commitment to clarity, well-proven expertise, data-driven approach, years of experience, market trends, and standard, you will be in safe hands.
From The Director's Desk
He has accomplished his Masters in Business Administration from one of the pioneer management colleges in India. His brilliance in academics, deep research in finance domain, expertise coupled with experience, and ethical values will surely take Finance Wisezy to the peak of success.
Financial Planning
From children's education, vacation, buying a car, to investment in Fixed Deposits, Bonds, and such other financial scheme, we will guide you in how to manage and increase your wealth to meet your goals in life.
Wealth Management
Most of the time, people fail to decide what kind of financial ways would fit perfectly for their wealth and estate planning and management. Our experienced expertise holds the latest knowledge and information regarding several finance management schemes to provide you proper guidance and advice.
Taxation Solution
Our guideline to save tax will help you in saving tax and the cash flow maintenance in your hand.
Estate Planning
Our financial advisors have grown remarkable insight into estate planning to provide an expert solution for forming Will and trust, Gift Deed, successor planning, attorney set up, etc.
Mutual Funds Planning
Mutual funds investment is one of the most effective ways to boost your wealth. Come to us to get the most beneficial planning for mutual funds investment.
Insurance Planning
Do you value your life and property?
Have you done anything to protect your life and property?
Our knowledgeable finance experts will help you to know which insurance plan suits your requirements the most.
Why Us
- Driven by our client’s requirements, and ethical values, we always strive to provide prompt and the best financial solutions to them.
- We work with a robust and data-driven methodology mingled with on-field scrutiny.
- We boast of our team of knowledgeable, experienced, and dedicated relationship managers.
- We never give up on adopting the latest technologies for our research and work to improve our services and customer satisfaction.
- We will keep your financial information safe.
- We will send updated portfolio report.
- Within a quick turnaround, our relationship managers and financial advisors will respond to your requirements.
- Last, of all, the primary motif of Finance Wisezy is not just selling another financial product to you. We provide customized financial solution based on your requirement.
