Overview

FinanceWisezy - Your Personal Financial Expert | We are one of the leading Wealth Management firms in the Eastern Zone of India. Every day, our specialized team of financial advisors and relationship managers help people in managing their wealth and planning their future. In 2015, we began our journey as Money Makers Wealth Management Services. Since then, we have built a significant customer base globally. We are glad to have such a great client base, ranging from IT professionals, doctors, retirees, senior citizens, NRIs, High Networth Individuals, and super HNIs. We promise you a long-term commitment to the wealth management domain. Our finance experts will first understand your need, and then advise you on the best to make you succeed in your goals. We assure you to provide holistic end-to-end wealth management solutions. You will be in safe hands with our promise and commitment to clarity, well-proven expertise, data-driven approach, years of experience, market trends, and standards. What We Offer - Finance Wisezy has got almost everything to offer that covers finance or money management. Check out the list below to know what we have here in our basket: - Financial Planning - Retirement Planning - Tax Planning - Estate Planning (Will Creation | Preparation of Gift Deed | Trust Formation) - Exclusive Wealth Management Services - Mutual Funds - Insurance (Life & General both) - FD / Bonds - PMS - Share Trading - National Pension Scheme (NPS) Our Mission - To provide requirement-based one-stop financial solutions at the right value and earn our clients lifetime support and belief in us. We will show The Better Way To Grow With Us. Our Vision - We want to take our company to the pedestal of popularity and admiration in the financial market of the country, building robust brand value. We are all ears to your financial predicament, assuring you to provide the best solution for it.