Financewisezy

A Few Words

About Us

Financewisezy

Your Personal Financial Expert

Finance Wisezy is one of the leading wealth management firms located in the eastern zone of India. Every day, our specialized team of financial advisors and relationship managers help people in managing their wealth and planning their future. In the year of 2015, we began our journey as Money Makers Wealth Management Services. Since then, we have built a satisfied customer base around 500 across the globe. 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 ambitions, 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

Greetings and welcome to Finance Wisezy, the cradled establishment of Mr. Swarnendu Bhattacharyya. Mr. Swarnendu Bhattacharya, CFPCM, is one of the leading financial planners and advisors of India. He holds 15 years of vast experience working in different domains of finance. 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.

Our Mission

Our mission is to provide requirement-based one-stop financial solutions at the right value and earn our client's lifetime support and belief on us. We will show The Better Way To Grow With Us.

Our Vision

We want to take our company to the pedestal of popularity and admiration in the financial market of the country, building robust brand value.

What We Offer

Finance Wisezy has got almost everything to offer that covers finance or money management. Check out the list below to know what we have here in our basket:

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 money 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 the domestic and even the global fiance market to provide an expert solution for your real estate planning and management.

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

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  • 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 updates regarding your finance condition.
  • 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 are all ears to your financial predicament, assuring you to provide the best solution for it.
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