AMFI Registered Mutual Fund Distributor in Mumbai

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18 YEARS OF QUALITY SERVICE

IN MUTUAL FUND INDUSTRY

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.

Mr. Hemant Rustagi,
CEO
Wiseinvest Pvt. Ltd.

18 YEARS OF QUALITY SERVICE IN MUTUAL FUND INDUSTRY

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.
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.

Electronic Media

"HERE’S HOW TO TRACK ALLOCATION TO DIFFERENT MARKET SEGMENTS IN YOUR PORTFOLIO."

MEDIA - COVERAGE

Print Media

Article of June, 2023

WHO WE ARE

Our primary mission is to contribute to our clients’ investment success through high-quality information and our collective expertise. As professionals, we remain committed to providing superior execution/ distribution services.

Focus :

We are focused and adaptable in our approach. We combine an entrepreneurial culture that encourages a high level of performance.

TEAM WISEINVEST

MUTUAL FUND HELPLINE

Dividend Declared Monthly

Performance Monthly

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Power of SIP

Dividend Declared Monthly

Performance Weekly

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MONTHLY NEWSLETTER

English Newsletters

Marathi Newsletters

WHAT OUR CLIENTs SAY

We have been associated with Wiseinvest for a long time. Wiseinvest have taken care of our finances and investments which has helped us in achieving several life milestones. We have full Faith in their Expertise & Guidance which has always been Personalised, Accurate and Relevant to changing times.

Aditya Tare Cricketer

I am a client of Wiseinvest since last 15 years .This company is run by highly competent and experienced CEO , Mr. Rustogi . His entire team , specially the RMs are very knowledgeable and conscientious. Their followups are regular and meaningful. The queries are also promptly answered . I am pleased I've entrusted my portfolio to Wiseinvest. I feel secure and worry-free . It is a wise choice to go to Wiseinvest !

Dr Meena Dave Clinical Pharmacologist and Ex Medical Director of Rhone Poulenc India.

Wiseinvest
As the name explains Wiseinvest.... The team under Hon. Sh. Hemant Rustagi has taken a challenge of making wise, the investment of families like us who were totally ignorent about concepts and techniques of investing.
Me and my family, are investing mainly through SIPs, which is the best option for salaried persons. Wiseinvest team is always there to help us manage our portfolios wisely.
We feel proud to be a valued customers of Wiseinvest and wish the Wiseinvest team grows...just like our portfolio.
Thank you Hemant Sir and the team.
With warm regards.

Parshuram Mukundrao Karyakarte Retired DYSP, Maharashtra Cyber, Mumbai.

I have been systematically investing with WISEINVEST since 2016. They have been managing my portfolio very well and keep me updated from time to time. My funds have multiplied @12-13% per anum and in 2022 I dared to invest in a 2bhk Appartment at Versova, Mumbai with the funds invested. Mr. Sagar who has been assisting me with his expertise throughout. It’snote worthy that the services are very prompt, futuristic and customer centric.

Ms. Sagarika Bhatia Educational consultant with ROUNDGLASS SPORTS , Mohali Creating a world class learning space for ⚽️Football players , Tennis 🎾 players and hockey 🏑 players at PUNJAB

I have been investing through Wiseinvest since 2010 and would rate going to Wiseinvest as the best investment decision in my life. Really appreciate their in-depth analysis & expertise, prompt service, Goal-oriented investment planning and the investment regularly monitored by Mr. Hemant himself.

MR. BHAVYA MEHTA Chartered Accountant

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 say that my experience with the services provided by WiseInvest has been truly fruitful and rewarding. The team at WiseInvest has always ensured that there was total transparency in all their dealings. They never pushed to sell any investment product but ensured that I was well informed to make the correct decisions regarding my investments. Their advice and guidance has always been prompt and well researched.My earnest wish and prayer for the management and staff of WiseInvest is echoed in the words of Paul J. Meyer – “Whatever you vividly imagine, ardently desire, sincerely believe and honestly act upon must inevitably come to pass. So go for it.”Best of luck.

CAPT. ANAND A KOSHY Merchant Navy Captain

“I have been taking Mutual Fund investment advice from Wiseinvest for the past 15 years. I have found their advice very helpful and I am glad to state that I have been able to increase my MF assets considerably over the years beating the index at all times. Mr. Rustagi has taken a personal interest in my investments and spent time discussing my needs and views. I am highly impressed with their record keeping, and the information available from their web site. I highly recommend Wiseinvest for MF advice and investments and wish Wiseinvest and Mr.Hemant Rustagi success in every future endeavor.”

MR. RAMESH A BAKSHI Engineer

“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. Wiseinvest has made managing my family’s Mutual funds portfolio very easy and stress-free. The team at Wiseinvest have a great prompt service and sound investing knowledge. They do provide constructive feedback to the questions raised and support our decision making in investments. The team has been very helpful and approachable. We are very happy with Wiseinvest and would continue to invest with them”.

MR. CHETAN SHAH Civil Engineer

I have been interacting with Wiseinvest for more than a decade. I found their advisory services prompt, profitable and suited to individual financial goals. The e- investment platform provided by Wiseinvest in terms of Mobile App, various Portfolio Reports and buying & selling Mutual Funds are informative, easy to use and time efficient. Other than the meticulous financial plan, what I like is the information that is regularly sent our way so that we remain up-to-date about the developments in the financial realm.

MR. UMESH PATIL CFO (Now Free Lancer)

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 and the team have helped me immensely to expand my portfolio and my dividends. They also successfully helped me in beating some financial challenges. The Financial statement sent by you also makes it very easy for me to file my tax returns.Because of such brilliant service and advice, I have included my daughter’s portfolios into your fold.I hope to receive the same level of service and excellence in the future.

MS. FARIDA DAMANIA Banker (Now Retired)

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 and thereafter myself and my wife also started investing in different schemes of a mutual fund. Safety and appreciation of the investment made by clients is the main objective of the company, which I appreciate very much.
Every month Portfolio Valuation Statement is sent regularly to me. This gives an overall picture of my investment. In the first week of April every year, Wiseinvest send me a file which contains mutual fund account statements, list of dividend received, short/long term capital gain statement, etc. for the last financial year. This information helps me while filing my income tax return.
Recently, Company has introduced a mobile app called “ My Portfolio APP”. All the details of investments made by me are available at my fingertips.
I wish all the very best to Wiseinvest PVt. Ltd. And their customers.

MR. GIRISH G KARMARKAR RBI Employee (Now Retired) Ex. RBI Asst. Manager

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. My investments have given me very good returns and I confidently tell my friends to seek advise from Wiseinvest for all their investments.
GOOD LUCK

MR. RADHAKRISHNA KAMATH Accountant (Now Retired)

Wiseinvest is a great choice for making investments. The first time experience investing in mutual funds can be very confusing but Wiseinvest explained everything in detail and it also ensured that my funds are in the right place. Now, I don’t have to worry about investing in multiple places but am at ease that this company provides us with the right advice for the right investments.

MS. SANJANA BEDRAL Software Engineer

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,

MR. BHAVYA MEHTA

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…

MS. PALLAVI

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.

MS. LEAELA ANTIA

WHAT DO WE OFFER

Mutual Fund Distribution

Over the years, there has been a proliferation of financial products and a growing amount of information on television, newspapers and magazines.

My Portfolio App

Clients of Wiseinvest can download the APP from Google Play store by typing “Wiseinvest My Portfolio APP”.The login details will be same as being...

Systematic Investment Plan (SIP)

Systematic Investment Plan (SIP) allows you to invest in mutual funds in a systematic manner.

MARKET SUMMARY

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