We, at Wiseinvest, help our clients in streamlining their investment process and implement their investment decisions, not just at the initial stage but throughout the time horizon for each of their mutual fund investments. We focus on providing un-biased information that allows them to build quality mutual fund portfolio as well as make tax-aware investment decisions.
We recognize the fact that every investor is different, with different financial goals, different tolerances to risk, different personal situations and different desires. Therefore, having access to up-to-date information and an efficient investment process can make a huge difference in the level of investment success they achieve over time.
Hemant Rustagi, our CEO, is amongst the top personal finance experts in the country. After having been a part of the mutual fund industry for around 17 years, he promoted Wiseinvest Pvt. Ltd. (earlier known as Wiseinvest Advisors Pvt. Ltd. ) in the year 2004. His core strength is a thorough understanding of the financial markets, the ability to foresee emerging trends, and the changing needs of various segments of investors.
Over the years, there has been a proliferation of financial products and a growing amount of information on television, newspapers and magazines. More than ever, you need someone who can guide you in terms how to invest in these products and monitor the progress of your mutual fund portfolio. It is also important that you engage someone who is reliable and has the technology solutions that can help you in keeping track of your investments through your defined time horizon.
Systematic Investment Plan (SIP) allows you to invest in mutual funds in a systematic manner. It is akin to investing in a Recurring Deposit(RD) of a bank. By enrolling for SIP, you commit to invest a fixed sum, at a fixed interval, for a fixed period in a pre-decided fund. Investing through SIP is an effective investment strategy as you commit to invest a certain percentage of your “take home salary” and that goes a long way in ensuring that you save as you earn.
KYC / KRA compliant NRIs can invest in Mutual funds
Help for the first time / existing investors in MFs
Clients of Wiseinvest can invest in mutual funds online
Wiseinvest has been a GOD send. When I needed help for investments with good dividends at a time when it was imperative, they came from out of the blue and created a miracle in 2012.
I have been investing through Wiseinvest since 2010 and would rate going to wise invest like the best investment decision in my life. Really appreciate their in-depth analysis & expertise, prompt service,
In the last 12 years I have been extremely fortunate to have met up and signed up with Team Wiseinvest for my mutual fund investments. They are very good people – completely honest…
It is indeed a pleasure and privilege to be sharing of my experiences with WiseInvest. I have been associated with WiseInvest for the past 13 years. During this period I can with all sincerity and honestly…
“I have been taking Mutual Fund investment advice from Wiseinvestadvisor’s for the past 15 years. I have found their advice very helpful…
“My family and I have been associated with Wiseinvest for more than 10-12 years now. It started with my father investing in a few mutual funds back in 2005-06. The association has just grown from then on.
As an individual, at the ripe age of 90, I look for reliability, market information and guidance for selection/switch of investment at the right time.
My entire family has been investing through Wiseinvest for the last 15 years or so. When we started investing, we knew nothing about mutual funds and what they could do to our investments.
I have been interacting with Wiseinvest for more than a decade. I found their advisory services prompt, profitable and suited to individual financial goals.
I have been associated with Wiseinvest for the past 7-8 years. Currently, I invest through 3 Wealth , but I would rank Wiseinvest the best amoung all of them.
I would like to tell you that the services I have received from the WiseInvest team have been by far excellent. I have been dealing with Wiseinvest since the past 8 years…
Experienced a positive response, though work was done professionally, the personal involvement is noteworthy. The prompt and appropriate response.
Despite the volatility in the capital market, Wiseinvest has been guiding us in our investments to maximize our yields. Statements like Long Term / Short Term capital gains/loss issued in a timely manner…
My association with Wiseinvest Pvt. Ltd.Is since December 2006. Initially, I started investing my mother’s money in mutual fund schemes as per their suggestion…
My best wishes to the full team under Mr.Rustagi for continued success in your mission. Ever since I was introduced to Wiseinvest almost a decade earlier it has been a satisfying journey of trust, sound advises…
We were first introduced to Wiseinvest in the year 2008. Since then, we have been regularly investing in Mutual Funds through them. Wiseinvest is a team of professionals who provide expert advice and guidance…
I came in contact with Wiseinvest about 7 years back & started investing in MFs through them. I choose to invest thru Wiseinvest…
I have been associated with Wiseinvest from 2008. My experience has been excellent in terms of communication, services, resolution of queries, support
Wiseinvest is a great choice for making investments. The first time experience investing in mutual funds can be very confusing but Wiseinvest explained everything…
I have an association with Wiseinvest since 2005. They have been my investment and I regularly receive advice on my investments. By monthly portfolio valuation statement…
I have been dealing with Wiseinvest for the last 5 years. I rely only on them for investing in Mutual Funds because I get advice suitable to my needs…
One more financial year over. Looking back, I realize the important role Wiseinvest has played in not only helping me invest safely but also wisely…
I have been investing in Mutual Funds through Wiseinvest for the last 15 years. I am extremely happy with their advice and services which has helped me and my relatives…
Just a quick thanks to Wiseinvest for the excellent advice and service rendered for creating my personal financial portfolio just after my retirement along with my family members…
I am extremely happy with the service and advice are given by Wiseinvest for the last 8-9 years. I appreciate the efforts of the entire team for the same.
Good and reliable persons to deal with. The entire staff is very co-operative.
