AY

Ajay Yadav

CEO & CIO-Private Wealth & Family Office

Wise Finserv

New Delhi, Delhi


Contact Information

Email
Unlock
LinkedIn

Company Information

Company
Wise Finserv
Industry
financial services
Employees
170.0
Seniority
C suite

Technologies

Amazon SES Nginx Mobile Friendly Bootstrap Framework Render Basis

Keywords

wealth management financial planning investment advisory estate planning structured products mutual funds liquid funds systematic investment plan tax planning tax saving financial goals retirement planning wealth creation child child education planning house purchase equity funds portfolio managment services financing options nonconvertible debentures corporate fixed deposits digital banking personal finance money transfer currency exchange asset management investment solutions debt management savings account credit card services budgeting tools spending insights account aggregation mobile banking online loans remittance services peer-to-peer payments currency management international payments business accounts financial security credit monitoring savings tools financial education automated investing e-wallet solutions transaction alerts financial analytics risk management portfolio diversification financial reporting tax optimization financial literacy payment processing interest rates funding solutions customer support user-friendly interface digital wallet seamless transactions transaction history investment tracking customer experience service reliability personalized banking services portfolio management high-net-worth individuals ultra-high-net-worth individuals personalized service client-centric approach investment products fixed income alternative investments insurance services regulatory compliance data security technology platform strategic partnerships client relationships comprehensive financial solutions tailored investment strategies transparency trust client satisfaction diversified financial services india risk profiles sophisticated investment strategies online portfolio management mobile app services long-term relationships financial well-being investment management financial services law practice legal services computer & network security information technology & services

Get Full Contact Details

Subscribe to reveal email addresses and export contacts.

View Plans