What We Do
Assessment
Get customized guidance across investments, expenses, insurance, loans, estate planning, and taxes.
Executionn
Implement your customized guidance by buying all the recommended financial products on one single platform.
Planning
Track your journey and review/rebalance your investments to make sure they are aligned with your needs.
Get personalised guidance from an experienced mutual fund distributor
At InvestWize Services, our mission is to provide our clients with the best solutions in financial assessment and wealth building. We are driven to provide clients with simple, unbiased and uncluttered guidance that adds value to their quality of life and results in actionable solutions.
We offer our services through personal guidance with each of our clients after understanding their financial needs. Our approach is to enable our clients to understand their investments, have knowledge of investment products and that they make proper progress towards achieving their financial needs in life.
We offer our services through personal guidance with each of our clients after understanding their financial needs. Our approach is to enable our clients to understand their investments, have knowledge of investment products and that they make proper progress towards achieving their financial needs in life.
Our Products
Mutual Funds
A mutual fund is a professionally managed investment vehicle that pools money from investors to invest in different asset classes.
Equity and ETFs
Equities offer direct company ownership, while ETFs provide diversified exposure through a basket of securities.
NPS
The NPS is a government-backed retirement scheme offering flexibility, savings, and potential returns for a secure future.
PMS
PMS offers HNIs customized wealth management solutions, tailored to goals, risk, and investment horizons in India.
Loan against MF
A loan against mutual funds lets investors borrow using their holdings as collateral, providing liquidity without selling assets.
Insurance
Protection against financial risks by covering losses of the insured during unforeseen and adverse circumstances.
Latest From Our Blog
At about this time of year, some months after New Year’s resolutions have been made and kept or made.
