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.

Hemant Rustagi

Founder, Director and CEO

20 YEARS OF QUALITY SERVICE TO MUTUAL FUND INVESTORS

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 20 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.

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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

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MONTHLY NEWSLETTER

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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 associated with Wiseinvest for the past 7-8 years. Currently, I invest through 3 Wealth advisors , but I would rank Wiseinvest the best amoung all of them. They are quick, give advice suitable to the client without any intention of earning a high commission. Their MIS and year-end reports are par excellent. Their advisors are available on short notice and their response in solving problems is very quick.

MR. V Govindarajan Director SIDVIM Lifesciences

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 by Wiseinvest have been very helpful in filing our Income Tax Returns. On-line portfolio statements on their website are very useful in tracking and monitoring our investments. My family members and I are satisfied with the prompt, systematic and efficient services offered by Wiseinvest.

MR. Uday S Pandit Indian Oil Corporation (Now Retired)

Experienced a positive response, though work was done professionally, the personal involvement is noteworthy. The prompt and appropriate response. Thanks a lot.

MS. RINA CHAKRAVARTY Retired Professor

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. Wishing Wiseinvest All the Best

MR. ARVIND RAJWADE Hindustan Lever (Now Retired)

Just a quick thanks to Wiseinvest for the excellent advice and service rendered for creating my personal mutual fund portfolio just after my retirement along with my family members. I have been using their services for the last three years and now I will not hesitate to recommend them to others to take any help regarding investing in mutual funds. Thanks to Wiseinvest Team for an excellent local service.

MR. VINAYAK SHIVDIKAR Indian Oil Employee (Now Retired)

I have been investing in mutual funds through Wiseinvest for the last 2 years. After inteacting with them, my understanding of mutual funds as an investment option has improved a lot and I am happy to begin my investment jouney with them and hope to achieve my investment goal like child’s education. I am very happy with the services of Wiseinvest. Their approach of personal interaction on a regular basis and keeping me up-to-date on my portfolio is praiseworthy. It gives me a feeling that I am in complete control of my investments and quite confident to achieve my goals.

Mr. Digambar Tulshidas Kurkute Police Sub inspector

Good advisorsand reliable persons to deal with. The entire staff is very co-operative.

MR. NARASIMHA SHARMA Representative in India of CERAMTEC, Germany (now Retired)

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.

MR. MUKUND DOKE Chartered Accountant

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

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, complete transparency and outstanding service. As an individual who had burnt his fingers in the previous years prior to reaching out to Wiseinvest, I could not have to ask for more. My early start with them was with caution, which slowly transformed into a dependable supportive relationship. Their hand-holding and support whether it was to learn about the markets or invest my hard earned money or to exit when I needed the cash has been exemplary.
My sincere wishes that Wiseinvest may grow in strength and provide advise and support to a larger audience year after year. With pranams

MR. SUBRAMANI SUNDARESH

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 to meet our financial goals.
We really appreciate them managing our portfolio, which can be accessed anytime online. Also, we are regularly updated with the portfolio valuation report, which shows us the exact picture of how our funds are doing. We have no hesitation to recommend Wiseinvest as Financial Advisors.

MS. AUDREY & MR. ERASMO ALVARES

I came in contact with Wiseinvest about 7 years back & started investing in MFs through them.
I choose to invest thru Wiseinvest because of
1. Always thought to invest MF through a Professional Co rather than an individual.
2. EXCELLENT Service.
3. PROFESSIONALLY managed.
4. RIGHT ADVISE from all the Relationship Managers.
5. Easily Approachable including their CEO.
6. Always talk about the long term, lump sum or SIP investments depending on the age of the investor or the long term goals of the investor.
Will continue investing through them ALWAYS.

MR. JATIN UDANI

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 an association with Wiseinvest since 2005. They have been my investment advisors and I regularly receive advice on my investments.
By monthly portfolio valuation statement, I am updated about my investments. Whenever any investment to be made they give me correct advice which helps to grow my portfolios. They submit a yearly valuation statement of portfolios which is of great help for filing Income Tax returns.
They have recently introduced “Wiseinvest My Portfolio APP” which is easy to operate in day to day use. Their services are best for any time.

Ms. Shubhada P Medhekar

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)

WHAT DO WE OFFER

Mutual Fund Distribution

More than ever, you need someone who can help you streamline your mutual fund investments and monitor the progress of your portfolio...

My Portfolio App

MY PORTFOLIO APP is also available on Apple App store and can be downloaded by typing “Wiseinvest My Portfolio APP”...

Systematic Investment Plan (SIP)

Systematic Investment Plan (SIP) ensure discipline in your investing and saving process. It is akin to investing in a Recurring Deposit(RD) of a bank...

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