About WiseFinServ
WiseFinServ is a Financial Services company based in India founded in 2019. It offers wealth management, investment strategies, and financial planning for high-net-worth clients. It operates on a B2B and B2C model. Its Indian entity Wise Finserv Private Limited reported revenue of ₹6.41 Cr. WiseFinServ offers products and services including Wealth Management, Financial Planning, and Investment Solutions. Its focus areas include Finance, Investment Services, Asset Management and Wealth Management.
Company details
Wise FinServ is a financial services firm based in India, focusing on wealth management for high-net-worth individuals and families. It develops customized investment strategies, provides financial planning, and offers access to products like mutual funds and insurance. The company operates through branches in Noida, Varanasi, and Lucknow, emphasizing client needs, risk assessment, and attentive service to help achieve financial goals.
- Headquarters India
- SectorsFinancial Services
- Email••••••••
- Phone•••• ••••
- Website wisefinservadvisory.com
- Social LinkedIn X Facebook YouTube
- Legal Name Wise Finserv Pvt. Ltd
- 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 WiseFinServ
WiseFinServ 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 |
Products & Services of WiseFinServ
WiseFinServ offers a comprehensive portfolio of products and services, including Wealth Management, Financial Planning, and Investment Solutions.
Provides strategies for managing and growing client investments.
Offers personalized plans for financial goals and risk management.
Delivers access to equities, fixed income, and alternative investments.
Apps and channels of WiseFinServ
its YouTube channel Wise Finserv Pvt. Ltd has 1.18K subscribers and 30 videos.
Videos from WiseFinServ
The most watched videos on WiseFinServ's YouTube channel, Wise Finserv Pvt. Ltd (1.18K subscribers). Click a video to play it here.
More on Wise Finserv Pvt. Ltd.
Board of directors of Wise Finserv Private Limited (WiseFinServ)
Wise Finserv Private Limited is the primary company behind WiseFinServ. 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 7 mo | Wise Finserv Private Limited |
| Sadhna Singhal DIN 07403687 | Director | 05 Feb 2016 | 10 yrs 8 mo | Wise Finserv Private Limited |
| Ajay Kumar Yadav DIN 09114969 | Director | 19 Mar 2021 | 5 yrs 7 mo | Wise Finserv Private Limited |
Financials of WiseFinServ
Figures of Wise Finserv Private Limited, the primary company behind WiseFinServ, 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 WiseFinServ
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Frequently Asked Questions about WiseFinServ
WiseFinServ was founded in 2019.
WiseFinServ is headquartered in India.
The primary company behind WiseFinServ, Wise Finserv Private Limited, reported revenue of ₹6.41 Cr for FY 2025, up 8% year on year.
Wise FinServ is a financial services firm based in India, focusing on wealth management for high-net-worth individuals and families. It develops customized investment strategies, provides financial planning, and offers access to products like mutual funds and insurance. The company operates through branches in Noida, Varanasi, and Lucknow, emphasizing client needs, risk assessment, and attentive service to help achieve financial goals.
WiseFinServ offers Wealth Management, Financial Planning, and Investment Solutions.
WiseFinServ operates through Wise Finserv Private Limited.
The legal entities of WiseFinServ currently have 3 directors, including Sadhna Singhal, Ajay Kumar Yadav, Charu Pahuja.