About Wise Finserv
Wise Finserv is a Business Services company based in Noida (India) founded in 2013. It delivers wealth management and financial planning services for effective client strategies. It operates on a B2B model. Its Indian entity Wise Finserv Private Limited reported revenue of ₹6.41 Cr. Its focus areas include Finance, Wealth Management, Financial Planning and Advisory Services. Similar companies include UTI Mutual Fund, 360 One and Avendus; 2 of its 3 listed similar companies have raised funding.
Company details
Wise Finserv operates with a B2B model, focusing on finance, managing wealth portfolios, providing financial planning, and providing advisory services. Delivers wealth management and financial planning services for effective client strategies. It emphasizes efficiency, client-focused solutions, and growth, fostering partnerships and innovation in its operations.
- Headquarters Noida, India
- SectorsBusiness Services
- Website wisefinserv.com
- Social X Facebook
- Legal Name Wise Finserv Private Limited
- Date of Incorporation 15 Mar, 2013
- Jurisdiction New Delhi, Delhi, India
- Annual Revenue₹6.41 Cr
FY 2025 · +8% YoY
- Net Profit₹13.9 Lakh
FY 2025 · 2% margin
- EBITDA₹36.3 Lakh
FY 2025 · 6% margin
Associated legal entities of Wise Finserv
Wise Finserv operates through Wise Finserv Private Limited (active). Its filings, financials, charges and directors are on the company page.
| Legal entity | Status | Incorporated | Registered in | Revenue (FY 2025) | Employees | Directors | Company page |
|---|---|---|---|---|---|---|---|
| Wise Finserv Private Limited CIN U67190DL2013PTC249437 | Active | 15 Mar 2013 | New Delhi, Delhi | ₹6.4 Cr | 3 | View details |
Apps and channels of Wise Finserv
Wise Finserv publishes 2 mobile apps with over 5K+ downloads.
Board of directors of Wise Finserv Private Limited (Wise Finserv)
Wise Finserv Private Limited is the primary company behind Wise Finserv. The board of Wise Finserv Private Limited currently have 3 directors; the longest-serving is Charu Pahuja, appointed in 2013. 3 earlier directors have ceased.
| Director | Designation | Appointed | Tenure | Entity |
|---|---|---|---|---|
| Charu Pahuja DIN 06495707 | Director | 15 Mar 2013 | 13 yrs 8 mo | Wise Finserv Private Limited |
| Sadhna Singhal DIN 07403687 | Director | 05 Feb 2016 | 10 yrs 9 mo | Wise Finserv Private Limited |
| Ajay Kumar Yadav DIN 09114969 | Director | 19 Mar 2021 | 5 yrs 7 mo | Wise Finserv Private Limited |
People of Wise Finserv
9 people are tracked at Wise Finserv (5 in leadership, 4 in team).
| Name | Role | Group |
|---|---|---|
| CEO | Leadership | |
| Director & Chief Operating Officer | Leadership | |
Kajal Singh | Vice President & Operations Head- Investment Products & Services | Leadership |
Gunjan Singhal | Head HR & Finance | Leadership |
Pawan Kumar Singh | President - Private Wealth | Leadership |
Kritika Jain | Wealth Manager Intern | Team |
Ishika Singh | Human Resources Intern | Team |
Nilu Sharma | Deputy Manager | Team |
Nidhi Kapoor | Accounts Officer | Team |
Complete people profiles for Wise Finserv
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Financials of Wise Finserv
Figures of Wise Finserv Private Limited, the primary company behind Wise Finserv, for FY 2025. Revenue was ₹6.41 Cr (+8% year on year). Net profit was ₹13.9 Lakh (2% margin). EBITDA was ₹36.3 Lakh (6% margin). Revenue has grown at a compounded annual rate of +25% over three years and +35% over five years.
- ₹6.41 CrRevenue · FY 2025 · +8% YoY
- ₹13.9 LakhNet profit · 2% margin
- ₹36.3 LakhEBITDA · 6% margin
- ₹1 LakhPaid-up capital
- +25%Revenue CAGR, 3 years
- +35%Revenue CAGR, 5 years
Balance sheet, profit and loss, cash flow and ratios of Wise Finserv Private Limited are on its company page.
Detailed financial statements for Wise Finserv
Statement rows, ratios, five-year trends and downloadable financials of the group companies require an active premium plan.
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- Downloads
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Similar companies to Wise Finserv
Wise Finserv has 3 listed similar companies in our database, 2 of them funded. They include UTI Mutual Fund, 360 One and Avendus.
| Company Name | Domain | Founded | HQ Location | Total funding | Employees | Description |
|---|---|---|---|---|---|---|
| utimf.com | 2001 | Mumbai, India | $142.4M | 1,468 | Mutual funds, portfolio management, and retirement planning services are offered. | |
| 360.one | 2008 | Mumbai, India | 65 | Asset and wealth management software is provided for businesses. | ||
| avendus.com | 1999 | Mumbai, India | $178.11M | 215 | Corporate advisory and investment services are provided to clients. |
Detailed similar companies of Wise Finserv
The full competitor set, operating metrics and side-by-side benchmarks require an active premium plan.
- Full competitor set
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Web traffic of Wise Finserv
The website of Wise Finserv (wisefinserv.com) receives about 1.5K visits a month.
- Monthly visits1.5K
▼ 44.3% vs previous month
Websites whose visitors overlap most with Wise Finserv. Affinity shows how closely the audiences match.
| Website | Domain | Audience affinity | Monthly visits | Global rank | Profile |
|---|---|---|---|---|---|
codesellmarket.com | codesellmarket.com | 100% | – | ||
devacrackers.com | devacrackers.com | 100% | – | ||
| wipehotwire.com | 100% | #11,060,244 | View details | ||
aar.com | aar.com | 99% | #1,529,495 | – | |
balvikasprogressive.com | balvikasprogressive.com | 99% | – | ||
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
All 40 similar websites and full traffic analytics for Wise Finserv
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- 40 similar websites
- Audience overlap
- Engagement analytics
- Traffic by brand
Verified entity values are shown only after access is granted.
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Frequently Asked Questions about Wise Finserv
Wise Finserv was founded in 2013.
Wise Finserv is headquartered in Noida, India. It is registered at Noida, Uttar Pradesh, India.
The primary company behind Wise Finserv, Wise Finserv Private Limited, reported revenue of ₹6.41 Cr for FY 2025, up 8% year on year.
Wise Finserv operates with a B2B model, focusing on finance, managing wealth portfolios, providing financial planning, and providing advisory services. Delivers wealth management and financial planning services for effective client strategies. It emphasizes efficiency, client-focused solutions, and growth, fostering partnerships and innovation in its operations.
Wise Finserv's top competitors include UTI Mutual Fund, Avendus and 360 One.
Wise Finserv operates through Wise Finserv Private Limited.
The legal entities of Wise Finserv currently have 3 directors, including Sadhna Singhal, Ajay Kumar Yadav, Charu Pahuja.
Yes. Wise Finserv publishes Wise FinServ and 1 more app, with over 5,000 downloads.