About Us
- Home
- About Us
About Us
WELCOME TO WEALTHWISE FINANCIALS SERVICES
Wealthwise Financials Services is one of the renowned financial services firms in the industry. The management team has more than 16 years of experience in the financial sector. Founder members are management graduate from reputed business institute and are MDRT (Million Dollar Round Table) USA, one of the highest recognitions for financial advisor globally, members since 2008. We are serving more than 2500 families & corporate and providing customized solutions according to their need. The firm is well equipped to provide scientific updated technology-based solutions to its clients. What makes us unique from others a “customer first approach”.
16+
Years of Financial Expertise
2500+
Happy Families
Purchase of any financial products without consulting a financial planner is like taking a medicine without doctor’s diagnosis. We offer our expert advice for choosing the best investments products which will lead to your financial freedom.
What we delivers
Our Products
The Company delivers financial products and services to its retail, corporate and institutional clients. The Company’s retail clients have access to offering like child education/marriage planning, retirement solutions, tax planning, investment instruments (Mutual Funds, Bonds etc.), as well as Life/Health insurance and portfolio Management Services. Insurance Broking As a part of the broking industry in India, we understand that the essence of insurance broking is customer relationships based on trust, the kind of trust that assures our customers that their best interests are always kept in mind. We have consistently demonstrated that the best way to serve customers is to understand their business and their needs, and then to craft customized solutions and provide superior customer support – support that is personalized, thorough and always there when our customers need it. In addition, we have developed product-specific competencies that allow us to respond to unique demands and opportunities in specific vertical MARKETS.
Who We Are
Company's Vision & Mission
We have been involved as insurance consultants with our clients. And have been instrumental in setting up an insurance intelligence over the period of time This expertise does not flow only from the knowledge on insurance and insurance policies, but more importantly from handling complicated claims situations which requires an understanding of company’s claim process and the client’s background. This intimate knowledge which we have inherited, gives us a definite edge over the others in the community.
Our Strength
Meet the Team
Mr. Pramod Kr. Saraswat
Managing Director (Financial Planner)
Testimonials
Our Expertise
16+ Years Of Experience
In Financial
Our rich experience in financial services, combined with executional capabilities, strong process & system orientation, has enabled us to shape a rising growth trajectory in our businesses. From a humble beginning, WFS over the years has evolved out to be a professionally managed, quality conscious and customer focused financial / investment and insurance advisory firm. Financial Planning & Investment advisory services. WFS is client-focused and committed to complete financial planning & wealth management. As an experienced client advisor, we know that clients today demand a level of personal service and sustainable investment performance that can only be provided by the strongest financial organizations.