Products

SIP & Mutual Fund

An investment vehicle where multiple investors pool their money to buy securities, managed by a professional fund manager.

A Systematic Investment Plan (SIP) is an investment tool which allows the investor to invest a fixed amount at regular intervals in a Mutual Fund scheme. SIP works by investing a fixed amount at a defined frequency.

Portfolio Management Services

Portfolio Management Service offers professional management of investments with an aim to deliver superior risk adjusted returns.

Portfolio Management Service (PMS) is a professional financial service where skilled portfolio managers and stock market professionals manage your equity portfolio with the assistance of a research team. Many investors have equity portfolios in their Demat Account but managing them can be a challenge.

Alternate Investment Fund

The alternative investment fund is a unique investment vehicle that is beyond traditional investments like fixed deposits, equity, mutual funds, stocks, etc. It is quite popular among mature investors, who are willing to earn higher returns by taking higher risks.

It refers to any privately pooled investment fund, (whether from Indian or foreign sources), in the form of a trust or a company or a body corporate.

IPO, Demat & Stock Broking

Initial Public Offering (IPO) is the process by which private companies sell their shares to the public intending to raise equity capital from public investors.

If you are only an IPO investor, then you can consider top discount brokerage firms to open a Demat and trading account and invest in IPOs online using UPI payment gateway mechanism. Below are some of the best IPO brokers in India; Zerodha Broking Ltd. Upstox Stock Broker.

Insurance

Insurance is a contract between an individual or business with an insurance company to help provide financial protection and mitigate the risks associated with certain situations or events. There are various types of insurance available, including health, dental and vision, life, auto, and legal insurance.

Life Insurance	General Insurance
Term life insurance	Health insurance
Endowment policy	Vehicle insurance
Unit-linked Insurance Plan (ULIP)	Fleet insurance
Money back policy	House/property insurance

Fixed Deposit

A fixed deposit (FD) is a tenured deposit account provided by banks or non-bank financial institutions which provides investors a higher rate of interest than a regular savings account, until the given maturity date.

A fixed deposit (FD) is a secure investment option that allows you to grow a lump sum amount over a fixed period with a guaranteed interest rate.

While FD interest rates remain unaffected by market fluctuations, you can choose to receive interest payments periodically or at maturity.

With regulatory oversight and deposit insurance schemes, FDs offer a reassuring combination of security and reliability. However, you should conduct due diligence, consider your financial objectives and weigh the associated risks before investing in Fixed Deposits

Loan

A loan is a sum of money that one or more individuals or companies borrow from banks or other financial institutions so as to financially manage planned or unplanned events. In doing so, the borrower incurs a debt, which he has to pay back with interest and within a given period of time.

Loans are essentially capital borrowed from a bank or a financial institution. These institutions charge interest against lending money for a certain definite period. For some, bank loans are a way to meet emergencies while for others, loans act as a catalyst for growth.

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Why We/Wisdom Financial Services Should Manage Your Portfolio

Achieve the goal of effective performance while minimizing the risk with our experts.

Professional Oversight

Our pool of experts will support you in arranging funds.

Fee Arrangement

Get customized service from the portfolio manager.

Effortless operation

We offer real-time access to your portfolio values, holdings, expenses, etc.

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