Financial Planning
Plan your financial goals properly through our easy to use calculators for pension etc.
Compare Fund
Every scheme of Mutual fund has a pre-announced investment objective.
Online Investment
Now Invest online through your internet banking gateway using our Online Platform.
Portfolio Tracking
Check our online portfolio tracker tool to review your investments, returns & alerts.
KNOW YOUR WEALTH PLANNER
We at Wealth Wise believe that protection of your fund is a prime job and it needs to be addressed with lots of knowledge & proper planning. Hence we follow a four step process of Financial Planning - Risk Profiling, Goal Planning, Portfolio structuring & portfolio tracking. We use a wide range of products to achieve the financial Goals of our clients Mutual Funds & Fixed Deposits etc.
Mutual Fund Performance

Mutual funds offer investors the opportunity to earn an income or build their wealth through professional management of their investible funds.
The primary role of mutual funds is to assist investors in earning an income or building their wealth, by participating in the opportunities available in the securities markets.
Market Update

The money mobilized from investors is invested by the scheme as per the investment objective committed. Profits or losses, as the case might be, belong to the investors.
Major Indices

A stock index or stock market index is a method of measuring the value of a section of the stock market. It is computed from the prices of selected stocks (typically a weighted average).
The primary role of mutual funds is to assist investors in earning an income or building their wealth, by participating in the opportunities available in the securities markets.
Commodity & Forex

Discover the potential of online trading and trade commodities, shares, indices and forex. It can be consistent; however one of the only ways to predict future values is by utilizing market news and analytics. The Forex market is overall more consistent than commodities.
Dividend Announcements

A dividend is allocated as a fixed amount per share, with shareholders receiving a dividend in proportion to their shareholding. The dividends declared or paid shall also be mentioned in Rupees per unit along with the face value of each unit of that scheme and the prevailing NAV at the time of declaration of the dividend.
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Planning is the best
way
Financial Solutions which unfolds financial mysteries with ease & aim is to empower you to ask the right set of questions and enable you to make well informe.d financial decisions.
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Investing is best way
to achieve
You can achive this deadline of your dreams just by starting your systematic investment plan (SIP) in mutual fund schemes to achive those deadline of your goals.
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Now you have had a great service from a business, tell your friends all about it using Refer My Friend!.
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Client's Feedback
We value your feedback to enhance our service and welcome your suggestions on how we might improve.
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Service your Policy
Check your claim status, policy information, answers to billing questions, or assistance with policy changes.