About WiseFinServ
WiseFinServ is a company based in India founded in 2019. It operates as a B2B and B2C. WiseFinServ offers products and services including Wealth Management, Financial Planning, and Investment Solutions. WiseFinServ operates in a competitive market with competitors including Fidelity Investments, Investec, HSBC, BNP Paribas and Nordea, among others.
- Headquarter India
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Sectors
Financial Services
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Email
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Phone
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Website
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Social
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- Legal Name Wise Finserv Pvt. Ltd
- Date of Incorporation 15 Mar, 2013
- Jurisdiction New Delhi, Delhi, India
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Annual Revenue
$398.49 K (USD)102.49as on Mar 31, 2022
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Net Profit
$57.39 K (USD)118.05as on Mar 31, 2022
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EBITDA
$59.14 K (USD)43.28as on Mar 31, 2022
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Latest Funding Round
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Investors
Not available
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Employee Count
Not available
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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.
Funding Insights of WiseFinServ
Detailed funding history for WiseFinServ
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Investments & Acquisitions by WiseFinServ
Investment portfolio details for WiseFinServ
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Financial Statements - WiseFinServ
Detailed financials for WiseFinServ
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Wisefinserv Comparisons
Peer comparison for WiseFinServ
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Competitors of WiseFinServ
WiseFinServ operates in a dynamic and competitive business environment, facing competition from various established players and emerging companies in the market. The competitive landscape includes prominent companies such as Fidelity Investments, Investec, HSBC, BNP Paribas and Nordea, among others.
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Provider of brokerage accounts, retirement planning, wealth management, and trading platforms
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Global banking, investment, and wealth management services are offered worldwide.
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Universal banking and financial advisory services are provided globally.
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Banking & financial service provider
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Nordea is recognized as a leading Nordic universal bank.
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Diversified insurance and asset management services are offered globally.
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Detailed competitors of WiseFinServ
Competitor domains, locations, full profiles, and operating metrics require an active premium plan.
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Latest news on Wisefinserv
Complete news archive for WiseFinServ
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Frequently Asked Questions about WiseFinServ
WiseFinServ was founded in 2019.
WiseFinServ is headquartered in India.
Annual revenue of WiseFinServ is $398.49K as on Mar 31, 2022.
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's top competitors include Fidelity Investments, Investec and HSBC.
WiseFinServ offers Wealth Management, Financial Planning, and Investment Solutions.