Wisdom Wealth Overview
- Headquarters
- Bodakdev, In
- Website
- wisdomwealth.co.in
- Industry
- Financial Services
- Employees
- 3
- Founded
- 2022
- Funding
- ,
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
About Wisdom Wealth
Someone’s sitting in the shade today because someone planted a tree a long time ago.” - Warren Buffet Wisdom Wealth is a brainchild of 2 dynamic professionals, who believe how essential it is to have proper financial planning in everyone’s life. Our founders’ came together to help investors with the sole deep rooted value “Investor-First”. Wisdom Wealth works with a goal to provide you with the best possible investment solution to create wealth & help you achieve all your financial goals. We offer an advice & execution platform for the entire investment range of financial products ranging from Mutual Fund, Fixed Deposits, Private Equity, Structured Products, Bonds, Market Linked Debentures, Alternate Investment Fund (AIF), National Pension Scheme (NPS) etc. Our 1st co-founder is by education Chartered Accountant (CA) & carries deep interest & understanding in reading financial statements to understand companies’ in & out for investment. While, our 2nd co-founder has pursued MBA & has more than a decade years of experience in the finance field with special interest in Financial Planning & its execution. Our founding team jointly brings nearly 2 decades of experience to serve our investors professionally with an approach to custom made investment & financial planning solutions.
Wisdom Wealth Contact Details
- People in AeroLeads
- 3
Wisdom Wealth Org Chart
Sample employees and titles| Name | Title | Location | Contact |
|---|---|---|---|
| Monisha Devendran | Business Analyst - Product Owner |
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| Wisdom Wealth English Junior | English Language Centre Affiliated |
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| Bhanu Prakash Yadav | Lawyer at Wealth and Wisdom |
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Employees by Management Level
Individual contributor
2 profiles
Executive
1 profile
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