Business Owner

NRI Corporate Professional

Retiree
Self Emplored Professional

“ Excellent us,
For the Exclusive You”

Wise FinServ Pvt. Ltd.

Corporate Office:
We are social: G-5, 1st & 2nd Floor Sector-3, Noida-201301 U.P. India
Tel: +91 120 411832, 4377615
www.wisefinserv.com

Whatever you dream, we realize it with you.
“ Excellent us, For the Exclusive You”
It is said that the most dazzling dreams come to those who
have the fervour to see them through. Adding brilliance to
this power is the Wealth Management services suite from
the nation’s best Wealth Management Team.
Introducing, The Premier Client Group by Wise Finserv
Group. An exclusive service offering, designed to serve the
unique needs of High Net Worth Individuals with bespoke
solutions, enabling you to achieve your financial goals via
the opportunities of the market for you.
Wealth is the result of a recognized opportunity. At Wise
Finserv Group we understand this and work with you to plan
and manage your financial opportunities prudently. An
exclusive initiative, Wise Finserv Premier Client Group,
provides you with that much-needed thrust, required to set
another milestone. Not just that, we also extend a host of
services so you can remain focused on immediate
objectives while we take care of all your wealth
management requirements.

Understanding
• Quarterly review of
investment objectives,
portfolio progress,
asset allocation and
portfolio strategy
Disciplined
Portfolio
Review
Portfolio
Maintenance
• Tactical rebalancing
• Maintain asset allocation
• Risk Profile
• Understanding Investment Objectives
• Review of Existing Portfolio
“ Excellent us, For the Exclusive You”
Financial
Goals A CULTURE OF EXCELLENCE OUR CLIENT CENTRIC DISCIPLINED
Expect a higher standard of care. Our dedicated advisory teams INVESTMENT APPROACH
deliver on a firm-wide commitment to help you preserve and Our robust , client centric investment approach enables us to
grow your financial, family and social capital. deliver the best risk-adjusted returns for you . We are a strong
believer of the Modern Portfolio Theory and are agnostic to any
A CUSTOMIZED APPROACH
asset class . We select the best for you with the assistance of
our Proprietery Research Team that does a 360 Degree
Investment
Portfolio Plan
With the assistance of your Dedicated Wealth Manager make
complicated decisions confidently.
analysis of products before allocating them into the product
basket.
Building Drawing on deep, specialized experience, we tailor
individualized plans to address your complex, multigenerational
financial goals and family mission that evolves with your
Approach • Asset Allocation
• Cash flow changing needs.
planning
• Rebalancing
Current portfolio A Dedicated Wealth Manager
A Dedicated Wealth Manager is
central to an Wise Finserv Premier
Portfolio Clients Group relationship and is
Construction the face of the Wise Group. Your
Wealth Manager will be more than
IDEAS & INSIGHTS
just a one-point contact for all your
banking and financial needs. In Hear from renowned thought leaders and engage in substantive
• Execution of debt, fact he/she will be your personal discussions with fund managers and the company’s
equity and other guide to the possibilities of Wealth Management, and will work management. Explore timely intellectual capital to keep you
investments closely with you in achieving your financial goals. He/She will engaged, informed and inspire
put you in touch with our panel of financial experts for
specialized solutions designed just for you.
 “ Excellent us, For the Exclusive You”
Wealth
Our Comprehensive Product Suite: Debt
• Debt Mutual Funds
We see investing from your perspective and therefore
everything we do is intended to bring you one step closer to • Bonds / NCD's
convenience. With the expert advisory team and the 15 Years • Structure Products
legacy of servicing our clients, We bring portfolio management
• Fixed Maturity Plans
services all under one roof.
• Hybrid Funds

.Equity
Retail Assets
• Direct Equity
• Margin Trading Facility
• Equity Mutual Fund
• IPO Financing
• Portfolio Management Services (PMS)
• ESOP Financing

• IPO Financing
Structured Products
• Nifty Linked Debenture
Insurance
Wealth Management Solutions & Products • Equity Structure
• ULIP
• Debt Structure
• Term Plans

Alternate Products
Beyond Investment Solutions
• Alternative Investment Funds (AIF)
• Legacy Planning
• Long Short Strategies
• Philanthropy

• Fundraising and Debt Advisory