Want To Be Smarter With Your Money? Call Wiseasset Finvest For Achieving Your Financial Goals
Providing the Financial Knowledge and Advice to Achieve Lifetime Financial Goals during your Working Years and into Retirement
At Wiseasset Finvest, putting your interests first is the foundation of everything we do. Our goal is to get to know you and your goals, so we can provide guidance for the best financial decisions for you and also your family's future and well being
Wiseasset Finvest, is into sales and distribution of Wealth creation, wealth preservation and wealth protection solutions with a vision of providing simple, personalized and long-lasting financial solutions to individual and institutions.
Wiseasset Finvest represents NJ India Invest Pvt. Ltd., which is a leading B2B platform provider for Financial Products distributors, started in 1994, having more than 25 lacs satisfied clients and having 275000 Crores of AUA. Having 96 offices and about 1500 employees it’s an emerging, evolving and enterprising group.
Wiseasset Finvest is certified Mutual Fund and Insurance consultants recognized by the AMFI (Association of Mutual Funds in India) and IRDA (Insurance Regulatory and Development Authority). We offer holistic financial advisory services, having highly qualified and experienced team of financial advisors.
Variouis products and services offered by Wiseasset Finvest are Mutual Funds,Health Insurance,Term Insurance, Equity, Bonds, Portfolio Management,Financial Planning, Tax Planning, Retirement Planning, Child Future Planning.
Founded and managed by Finance professionals having a rich experience and right qualification in the field of Banking, Finance & Insurance of over 18 years.
Gargi Gupta
Gargi Gupta, an MBA (Marketing) & a banking professional having served in Axis Bank for 17 Years in various responsibilities and having retired early as AVP to pursue her passion of carving a niche in the field of Financial advisory, planning and execution. Having an understanding of various financial products and services coupled with clients need and expectation, she is well groomed to help clients reach their financial goals.
Sanjay Gupta
Sanjay Gupta, an MBA (Finance) & Certified Financial Planner having worked as an IFA (Independent Financial Advisor) since 2006 has helped approx. 150 families create and manage wealth efficiently. He is associated with NJ Wealth, India’s largest Investment & Financial product distributor managing approx. 75000 crores of assets under advice. He is AMFI & IRDA certified professional having relevant experience in dealing with various investment, insurance and loan products.
For more details contact on 8788857613, 9881232223