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ABOUT US
 

Wise Investment,represented by Mr. Sudeepta Dash & Mrs. Sasmita Satpathy with over 15+ years of experience in finance & banking industry. Both of them are AMFI Certified Mutual Fund Distributor and freelancer in the field of financial investing. We help our Client’s to answer their financial questions of WHY, WHERE, & WHEN to Invest. With over 15+ years of experience, we help our client to uphold and appreciate their wealth by investing in a range of financial products. Varied financial products are Mutual Funds, Fixed Deposit, LIFE Insurance, Health Insurance, Bonds, Shares and like.

Wise Investment has a Client base of around 500+. We provide advice to our clients based on external & internal factors. We as a partnership firm are empanelled with most of the leading Mutual Fund, Health Insurance, Life Insurance and Demat providing companies.

A structured and disciplined advisory approach is adapted to create portfolio solutions for our clients, which can meet their desired financial goals and milestones.

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