Welcome to Wiseinvest Advisors

We, at Wiseinvest Advisors, bring value and advice to your investment process, not just at the initial stage but throughout the time horizon for each of your mutual fund investments. We focus on adding significant value to your portfolio selection and review process including tax consequences of buying and selling various investment products as also develop strategies to minimize the tax.

We recognize the fact that every investor is different, with different financial goals, different tolerances to risk, different personal situations and different desires. Keeping these factors at the forefront, we design and monitor our clients’ portfolio in a manner that is appropriate to their risk level and allow them to achieve their objectives.

ABOUT OUR CEO

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 Advisors Pvt. Ltd. in the year 2004. His core strength is thorough understanding of the financial markets, ability to foresee emerging trends and the changing needs to various segments of investors.

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What Do We Offer

Investment Advisory

Wiseinvest Advisors is a SEBI registered Investment Adviser (Reg No. INA000000664). To maintain an arm’s length distance between our Advisory and Execution services, we have set up a separate department named Investment Adviser Dept (IAD). IAD helps its clients in achieving their goals by providing comprehensive fee based financial planning and making recommendations of financial products that suit their requirement the most.

Execution / Distribution Services

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 in monitoring the progress of your portfolio. It is also important that you engage someone who is reliable and has the technology that can help you in keeping track of your investments and ensures that your investment remains on track.

MUTUAL FUND HELPLINE

NRI DESK
NRI DESK

KYC / KRA compliant NRIs can invest in Mutual funds

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NEED HELP TO INVEST IN MFs
NEED HELP TO INVEST IN MFs

Help for the first time / existing investors in MFs

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INVEST ONLINE
INVEST ONLINE

Clients of Wiseinvest Advisors can invest in mutual funds online

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Investor’s Corner

My Portfolio App from Wiseinvest Advisors exclusively for its clients
Calculators to help you achieve clockwork precision in your investment decisions

Monthly Newsletter

monthly-news-letter
“Wealthwise” is a monthly publication brought to you by Wiseinvest Advisors
marathi-newsletter
“Wealthwise” is a monthly publication brought to you by Wiseinvest Advisors

WHAT OUR CUSTOMERS SAY ABOUT US

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