Wise Finserv Private Limited
| Private | |
| ISIN | 🆔 |
| Industry | Financial Services |
| Founded 📆 | 2013 |
| Founders 👔 | Ajay Kumar Yadav, Charu Pahuja |
Area served 🗺️ | India |
Key people | Ajay Kumar Yadav (CEO), Charu Pahuja (COO) |
| Members | |
Number of employees | |
| 🌐 Website | wisefinserv.com |
| 📇 Address | |
| 📞 telephone | |
Wise Finserv
Wise Finserv Private Limited is an Indian financial advisory and wealth management firm headquartered in Noida, Uttar Pradesh. The company provides investment and retirement planning services and operates in several Indian cities including Mumbai, Delhi, Lucknow, and Varanasi. It primarily serves high-net-worth individuals (HNIs), non-resident Indians (NRIs), and employees and retirees from Public Sector Undertakings (PSUs).
History
Wise Finserv was established in 2013 by Ajay Kumar Yadav and Charu Pahuja. The founders aimed to create a financial services firm focused on individual financial goals, offering services across asset classes, insurance, tax planning, and retirement solutions.
Services
Wise Finserv provides services such as:
- Investment advisory and financial planning
- Portfolio management
- Retirement and estate planning
- Tax planning
- Insurance and risk assessment
The firm offers both online and offline advisory platforms and facilitates investment tracking, onboarding, and asset allocation planning for clients across India. As of 2025, Wise Finserv reports serving over 25,000 individuals in more than 2,000 cities.
Leadership
Ajay Kumar Yadav serves as the Chief Executive Officer (CEO). Charu Pahuja, who holds an MBA in Finance and is a Certified Financial Planner (CFP), serves as Director and Chief Operating Officer (COO).
Media Coverage
Wise Finserv and its leadership have been mentioned or featured in various Indian financial publications, including:
- The Economic Times
- Mint
- Moneycontrol
- Business Standard
- CNBC
- The New Indian Express
- Dalal Street Investment Journal
- Hindustan Times
- GoodReturns
Ajay Kumar Yadav
Ajay Kumar Yadav (born November 5, 1974) is an Indian financial professional and co-founder of Wise Finserv. He is involved in investment advisory, retirement planning, and investor education.
Early Life and Education
Yadav was born in Ghazipur, Uttar Pradesh. He holds a Bachelor of Science in Mathematics and an MBA from Chennai University. He is a Certified Financial Planner and completed an executive program in Behavioural Finance from the Indian Institute of Management Ahmedabad.
Career
Yadav started his career in the pharmaceutical sector before transitioning to the financial industry, working at ICICI Bank, ICICI Securities, DBS Bank, and Reliance Capital in wealth management roles. He co-founded Wise Finserv in 2013.
Contributions
Yadav has conducted financial literacy seminars for PSU employees and retirees. His areas of focus include systematic withdrawal strategies, asset allocation for retirees, and estate planning through private family trusts.
Media Citations
[1] [2] [3] [4] [5] [6] [7] [8] [9] [10] [11]
See Also
- Financial planning in India
- Retirement planning
- Public Sector Undertakings in India
This article "Wise Finserv" is from Wikipedia. The list of its authors can be seen in its historical and/or the page Edithistory:Wise Finserv. Articles copied from Draft Namespace on Wikipedia could be seen on the Draft Namespace of Wikipedia and not main one.
- ↑ "Specialised investment funds: A new avenue for investors looking for higher returns". Moneycontrol.
- ↑ Puranik, Ira Alok (21 March 2025). "Looking for last-minute tax-saving avenues before March 31st?". The Economic Times.
- ↑ "New Income Tax Bill news". Mint.
- ↑ "Asset allocation is the most important parameter". Dalal Street Investment Journal.
- ↑ "Why financial year-end portfolio rebalancing matters". Business Standard.
- ↑ "FY26 Investment Playbook". Moneycontrol.
- ↑ "Overnight mutual funds role in volatile markets". CNBC.
- ↑ "How AI is revolutionising wealth management". The New Indian Express.
- ↑ "Gold vs Real Estate this Akshaya Tritiya". Hindustan Times.
- ↑ "Shriram Finance cuts FD rates after RBI move". Business Standard.
- ↑ "How the new income tax slabs will affect your take-home salary". GoodReturns. 3 April 2025.
