CP
Charu Pahuja
Director & Chief Operating Officer at Wise Finserv
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Work Experience
Nov 2015 - Present · 9 years and 1 months
Director & Chief Operating Officer
Jan 2024 - Present · 11 months
Director & Business Head
Nov 2015 - Jan 2024 · 8 years and 2 months
Private Wealth Management
Aug 2011 - Jun 2013 · 1 years and 10 months
Company Details
51-200 Employees
Wise Finserv is a leading diversified financial services company in India, specializing in investments, financial planning, and private wealth management. With a substantial client base, we build long-term relationships and offer niche investment products. Our strategic partnerships provide holistic services globally. Trusted as wealth-building partners, we constantly exceed client expectations. We have offices in Mumbai, Delhi, Noida, Lucknow, Varanasi, Kolkata, Chandigarh, Vishakhapatnam , Hyderabad We offer simple investment options tailored to clients' needs, serving HNI and UHNI. Market-leading qualifications assure clients that their future is in capable hands. Our comprehensive services cover personal finance globally. Our innovative approach and strategic partnerships ensure exceptional client experiences. Services include investment advisory, portfolio management, tax planning, insurance, and retirement planning. At Wise Finserv, we prioritize technology and innovation, utilizing digital platforms for efficiency and real-time market insights. We measure success by our clients' achievements and financial security. Upholding integrity and transparency, we empower clients to make informed decisions. With a client-centric focus, experienced professionals, and cutting-edge tools, we guide clients toward a secure future. Learn more at our website or contact us to unlock your wealth's potential and secure a brighter tomorrow.
Year Founded
2013
Social Media
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Industry
Financial Services, Other Financial Investment Activities, Finance and Insurance
HQ Location
G-5, Ground, 1st & 2nd Floor Sector-3 Noida, U.P. 201301, IN
Keywords
Wealth ManagementFinancial PlanningInvestment AdvisoryEstate PlanningStructured ProductsMutual FundsLiquid FundsSystematic Investment PlTax PlanningTax Saving
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