rahul@wealth-wise.in +91 89519 44766 WhatsApp

Welcome to WealthWise

Unlock your financial potential with WealthWise's comprehensive financial planning and wealth management services. I am NISM and Crisil Certified Wealth Manager, AMFI registered (ARN-266846) Mutual Fund distributor, and BSE Ebix's Point of sale Insurance agent. I will help you navigate investment strategies, retirement planning, tax optimization, and more. Achieve your financial goals with personalized solutions tailored to your unique needs. Schedule a consultation today.

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AMF ARN-266846

GST 29AELPC8157K1ZZ

BSE EBIX POS 1692506866

About Us

True wealth is not just about the numbers in your bank account, but the peace of mind and freedom to pursue what truly matters in life.

Personalised Financial Planning

At WealthWise, we believe in empowering individuals like you to make informed decisions about your financial future. As an AMFI certified Mutual Fund distributor, we bring our expertise and dedication to help you navigate the world of investments.

Our commitment to your financial well-being is reflected in our impressive AUM (Assets Under Management) of over 15 crore. While our journey as wealth managers may be relatively young, our passion for assisting individuals in achieving their financial goals is unparalleled.

We understand that every client is unique, with different aspirations, timelines, and risk appetites. That's why we take a personalized approach to financial planning. We'll work closely with you to gain a deep understanding of your objectives, and craft tailored strategies that align with your dreams.

Comprehensive financial planning is the roadmap to safeguarding your financial future, ensuring no aspect is left unaddressed.

  • Via financial goal planning, we will create the roadmap for you to educate your kids or build your dream home without compromising on a secure retirement.
  • By managing your liabilities and risks, we not only secure your future but of your loved ones too.
  • Your needs are dynamic and hence we believe in long term relationship. We meet up regularly to analyse and re-balance your portfolio and keep pace with your new goals.

At WealthWise, we go beyond just numbers and portfolios. We strive to build meaningful, long-term relationships with our clients. Our team of dedicated professionals is here to provide transparent, unbiased advice and support every step of the way.

We invite you to embark on this financial journey with us. Whether you're looking to plan for your retirement, invest wisely, or optimize your tax strategies, we're here to guide you through the process with expertise, integrity, and a genuine commitment to your financial success.

Contact us today to schedule a FREE consultation and discover how WealthWise can help you make the most of your financial opportunities.

Aditya Birla Mutual Fund
HDFC Mutual Fund
SBI Mutual Fund
Quant Mutual Fund
HSBC Mutual Fund
ICICI Prudential Mutual Fund
Kotak Mutual Fund
Nippon India Mutual Fund
Mirae Asset Mutual Fund
ICICI Prudential Life Insurance
Tata AIA Life Insurance
HDFC Life, Life Insurance

Happy Clients and counting

Goals being tracked for customers

Cr. AUM growing daily

Act Now

Time is your greatest ally in the journey to wealth accumulation, for the cost of delay can be an expensive price to pay for your financial goals.

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Our Services

Experience personalized financial services with meticulous attention to detail, placing you, our valued client, at the heart of everything we do.

Risk profiling

Discover your unique investor profile, empowering you to make informed investment decisions aligned with your risk tolerance and financial goals.

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Incomes and Expenses

Gain a clear understanding of your income and expenses, unlocking insights to identify opportunities for increasing your monthly savings.

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Cashflow & Budgeting

Take control of your cash flow and achieve financial harmony through expert budgeting strategies tailored to your unique circumstances.

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Risk management

Protect your financial future with comprehensive risk management strategies, ensuring peace of mind in the face of uncertainties.

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Goal Planning

Empower your financial journey with strategic goal planning, guiding you towards a future where your dreams become tangible milestones.

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Investment Planning

Unlock personalized investment recommendations and expert portfolio management, empowering you to navigate the markets and optimize your investment performance.

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Testimonials

Hear from our satisfied clients and discover the positive impact we've made on their financial journeys through their testimonials.

Usha Singala

Retired, Sr. Citizen

Working with WealthWise has been life-changing. As a senior citizen in retirement, I had concerns about relying solely on my children. However, their guidance helped me diversify my portfolio and gain the confidence to navigate the financial landscape. Thanks to WealthWise, I now have a well-balanced investment portfolio that generates steady income and growth. They understand the unique needs of senior citizens and have helped me become financially independent in retirement. I highly recommend their services to anyone seeking financial security and a brighter retirement.

Deepak Chhatrasal

Area Manager

I cannot thank WealthWise enough for the transformative impact they had on my financial journey. I reached out to them for help in analyzing my current investments. Their expert guidance and recommendations were an eye-opener. They helped me restructure and organize my investments, aligning them with my financial goals. The result was a well-balanced portfolio that provided stability and growth potential. Additionally, WealthWise introduced me to budgeting techniques that allowed me to save and invest regularly, leading to greater financial discipline and long-term wealth accumulation. I highly recommend their services to anyone seeking comprehensive financial guidance.

Archana Nayak

Solopreneur

I am incredibly grateful to WealthWise for the exceptional support and guidance they provided me. With their expertise in risk management, they helped me restructure my debts, alleviating the financial burden and bringing much-needed stability to my life. Additionally, their astute recommendations for the right mutual funds enabled me to build wealth systematically for my children's education. Thanks to WealthWise, I now have a solid financial plan in place, giving me the confidence and peace of mind to secure a bright future for my children.

Pricing

"Price is what you pay. Value is what you get." - Warren Buffett

Financial Planning

₹2500 / plan

  • Income and expense analysis
  • Asset, Liability, and Net worth analysis
  • Personal Financial Ratio
  • Insurance and risk analysis
  • Financial Goal Planning
  • Asset Goal Mapping
  • Action Plan Preperation
  • Outflow restructuring
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Wealth Management

₹Price on request

  • Investment Advisory
  • Mutual Fund Distribution
  • Life insurance products
  • Health insurance products
  • General insurance products
  • Mobile application for wealth tracking and management
  • Web dashboard for wealth tracking and management
  • Regular review of financial plan
  • Portfolio rebalancing
  • Taxation planning
  • PMS Selection for HNI
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Follow-up plan review

₹1000 / review

  • Review of financial plan
  • Insurance policy analysis
  • Assets and Investments analysis
  • Risk profiling review
  • Financial goal analysis
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Frequently Asked Questions

Explore the answers to common questions about our financial planning and wealth management services.

Getting started with WealthWise is simple. The first step is to reach out to us via phone or email or WhatsApp to schedule an initial consultation. During this consultation, we will discuss your financial objectives, answer any questions you may have, and determine how we can best assist you. Following the consultation, if you decide to proceed, we will work together to gather the necessary financial information and begin crafting a personalized financial plan tailored to your needs. We are here to guide you every step of the way towards financial success.

What distinguishes WealthWise is our unwavering commitment to personalized service and attention to detail. We take the time to understand your specific goals, aspirations, and financial circumstances to develop tailored strategies that align with your needs. I combine in-depth industry knowledge with a genuine dedication to your success, ensuring that every aspect of your financial plan is meticulously crafted to help you achieve your desired outcomes.

In short, less than a movie ticket and a packet of popcorn. While there is an initial consultation charge of 1000 Rs., it will be refunded when you choose us to manage your portfolio.

While the actual amount depends on your financial goals and the expected time horizon for investment, in most plans you can start with as low as Rs. 500 per month.

The financial planning process with WealthWise is a collaborative journey focused on your financial well-being. We start by gaining a comprehensive understanding of your current financial situation, goals, and aspirations. Using this information, we develop a customized financial plan that addresses key areas such as budgeting, investment management, risk assessment, tax planning, and retirement strategies. Throughout the process, we provide clear explanations, regular progress updates, and ongoing support to ensure that you stay on track to achieve your financial goals.

At WealthWise, we follow a meticulous process to determine the most suitable investment options for you. We begin by conducting a detailed analysis of your risk tolerance, financial goals, and time horizon. Based on this assessment, we create a personalized investment strategy designed to optimize returns while managing risk. We consider various factors, including asset allocation, diversification, and market trends, to recommend a well-balanced portfolio that aligns with your objectives and helps you achieve long-term financial growth.

Educational Videos

Here are some videos to help you become a better invester.

Contact

You can reach out to us on any of the following channel.

Location:

Daiwik Sparsh, Muthasandra Main Road, Varthur, Whitefield, Bengaluru IN 560087

Email:

rahul@wealth-wise.in

Call:

+91 89519 44766

Open Hours:

Mon-Fri: 9AM - 6PM
Sat: With prior booking

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