About Wise Investment
Wise Investment is a Financial Services company based in India. It provides mutual fund distribution, SIP services, and investment advisory for clients. It operates on a B2C and D2C model. The company has 36 employees. Its Indian entity Wiseinvest Private Limited reported revenue of ₹14.96 Cr. Wise Investment offers products and services including Mutual Fund Distribution, Systematic Investment Plan, and My Portfolio App. Its focus areas include FinTech, Investment Tech, Mutual Funds and Distribution Services.
Company details
Wiseinvest Pvt. Ltd. is an AMFI registered mutual fund distributor based in Mumbai, India. They provide services including mutual fund distribution, systematic investment plans, and online portfolio management tools. The company assists individual and NRI investors in streamlining investments, monitoring progress, and making informed decisions through unbiased advice and digital platforms led by experienced professionals.
- Headquarters India
- Employees 36
- SectorsFinancial Services
- Email••••••••
- Phone•••• ••••
- Website wiseinvest.co.in
- Social YouTube
- Legal Name Wiseinvest Pvt. Ltd.
- Date of Incorporation 29 Oct, 2003
- Jurisdiction Mumbai, Maharashtra, India
- Annual Revenue₹14.96 Cr
FY 2026 · -9% YoY
- Net Profit₹2.46 Cr
FY 2026 · 16% margin
- EBITDA₹3.37 Cr
FY 2026 · 22% margin
- Employee Count36
Associated legal entities of Wise Investment
Wise Investment operates through Wiseinvest Private Limited (active). Its filings, financials, charges and directors are on the company page.
| Legal entity | Status | Incorporated | Registered in | Revenue (FY 2026) | Employees | Directors | Company page |
|---|---|---|---|---|---|---|---|
| Wiseinvest Private Limited CIN U74140MH2003PTC142921 | Active | 29 Oct 2003 | Mumbai, Maharashtra | ₹15.0 Cr | 36 | 2 | View details |
Products & Services of Wise Investment
Wise Investment offers a comprehensive portfolio of products and services, including Mutual Fund Distribution, Systematic Investment Plan, and My Portfolio App.
Distributes mutual funds to help investors build portfolios
Facilitates regular investments in mutual funds for disciplined saving
Enables users to track and manage investment portfolios online
Apps and channels of Wise Investment
its YouTube channel Wiseinvest Private Limited has 5.44K subscribers and 30 videos.
Videos from Wise Investment
The most watched videos on Wise Investment's YouTube channel, Wiseinvest Private Limited (5.44K subscribers). Click a video to play it here.
More on Wiseinvest Private Limited.
Board of directors of Wiseinvest Private Limited (Wise Investment)
Wiseinvest Private Limited is the primary company behind Wise Investment. The board of Wiseinvest Private Limited currently have 2 directors; the longest-serving is Shantasree Rustagi, appointed in 2003.
| Director | Designation | Appointed | Tenure | Entity |
|---|---|---|---|---|
| Shantasree Rustagi DIN 00025382 | Director | 29 Oct 2003 | 22 yrs 11 mo | Wiseinvest Private Limited |
| Hemant Kumar Rustagi DIN 00023569 | Director | 29 Oct 2003 | 22 yrs 11 mo | Wiseinvest Private Limited |
Financials of Wise Investment
Figures of Wiseinvest Private Limited, the primary company behind Wise Investment, for FY 2026. Revenue was ₹14.96 Cr (-9% year on year). Net profit was ₹2.46 Cr (16% margin). EBITDA was ₹3.37 Cr (22% margin). Revenue has grown at a compounded annual rate of +20% over three years and +19% over five years.
- ₹14.96 CrRevenue · FY 2026 · -9% YoY
- ₹2.46 CrNet profit · 16% margin
- ₹3.37 CrEBITDA · 22% margin
- ₹9.1 LakhPaid-up capital
- 36Employees (provident fund records)
- +20%Revenue CAGR, 3 years
- +19%Revenue CAGR, 5 years
Balance sheet, profit and loss, cash flow and ratios of Wiseinvest Private Limited are on its company page.
Detailed financial statements for Wise Investment
Statement rows, ratios, five-year trends and downloadable financials of the group companies require an active premium plan.
- Statement rows
- Financial ratios
- Five-year trends
- Downloads
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Web traffic of Wise Investment
The website of Wise Investment (wiseinvest.co.in) receives about 2.4K visits a month.
- Monthly visits2.4K
▼ 71.3% vs previous month
Websites whose visitors overlap most with Wise Investment. Affinity shows how closely the audiences match.
| Website | Domain | Audience affinity | Monthly visits | Global rank | Profile |
|---|---|---|---|---|---|
| investica.com | 27% | View details |
Top companies in Investment & Wealth Tech
3 companies that operate in the same segment as Wise Investment (Investment & Wealth Tech) in India, ranked by their profile score on The Company Check.
| Company | Description | Founded | Location | Total funding | Revenue | Employees |
|---|---|---|---|---|---|---|
Mutual funds, portfolio management, and retirement planning services are offered. | 2001 | Mumbai, Maharashtra, India | USD 142.4 M | USD 180.76 M | 1,840 | |
Investment consultant for future & options and commodities | 1987 | Kochi, Kerala, India | USD 71.52 M | 2,690 | ||
Technology-led financial products and infrastructure services are provided for consumers. | 2021 | Mumbai, Maharashtra, India | USD 145.66 M | USD 1.98 M | 376 |
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Frequently Asked Questions about Wise Investment
Wise Investment is headquartered in India.
Wise Investment has 36 employees.
The primary company behind Wise Investment, Wiseinvest Private Limited, reported revenue of ₹14.96 Cr for FY 2026, down 9% year on year.
Wiseinvest Pvt. Ltd. is an AMFI registered mutual fund distributor based in Mumbai, India. They provide services including mutual fund distribution, systematic investment plans, and online portfolio management tools. The company assists individual and NRI investors in streamlining investments, monitoring progress, and making informed decisions through unbiased advice and digital platforms led by experienced professionals.
Wise Investment offers Mutual Fund Distribution, Systematic Investment Plan, and My Portfolio App.
Wise Investment operates through Wiseinvest Private Limited.
The legal entities of Wise Investment currently have 2 directors, including Shantasree Rustagi, Hemant Kumar Rustagi.