Investment Management
A mutual fund is simply a financial intermediary that allows a group of investors to pool their money together with a predetermined investment objective.
Financial Planning
Financial Planning is the process of meeting your life goals through the proper management of your finances. Life goals can include buying a house, saving for your child’s higher education or planning for retirement.
Will & Trust Management
Every parent wants that their children to live in harmony and peace throughout their lives.
Real Estate
Inwise Wealth offers independent real estate advisory services to business clients, investors, developers, third party consultants, and institutions who seek to capitalise on our expertise and current knowledge of indian real estate markets.
Customised Lending
Home is where the heart is! At Inwise Wealth, we understand this better than most – the toil and sweat that goes into building/ buying a house and the subsequent pride and joy of owning one.

Our Online Services

Track Portfolio
Check Your Investment, Comprehensive report, Asset Allocation....
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Invest Online
Now invest 24x7 in the best performing mutual fund schemes without any hassles.
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Calculators
Check out our easy-to-use Financial calculators and reach your goals with confidence.
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Schedule Meeting
To know more about any of our services, feel free to schedule a meeting with us.
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99
%
CLIENT RETENTION
16
YEARS OF SERVICE
40
+
AMC Partners
1.5K
+
SATISFIED CLIENTS

We offer a full range of Financial Planning Services!

Investment Management

A mutual fund is simply a financial intermediary that allows a group of investors to pool their money together with a predetermined investment objective.

Tax Planning

Tax planning is an important part of financial planning. Efficient tax planning enables you to reduce your tax liability. With our advice, you will pay the right amount of tax.

Financial Planning

Financial Planning is the process of meeting your life goals through the proper management of your finances. Life goals can include buying a house, saving for your child’s higher education or planning for retirement.

Will & Trust Management

Every parent wants that their children to live in harmony and peace throughout their lives. Unfortunately, one of the most important aspect that most of the Indian families,

Real Estate

Inwise Wealth offers independent real estate advisory services to business clients, investors, developers, third party consultants, and institutions who seek to capitalise on our expertise,

Customised Lending

Home is where the heart is! At Inwise Wealth, we understand this better than most – the toil and sweat that goes into building/ buying a house and the subsequent pride and joy of owning one.

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Testimonials

What happy clients say about us
I value enormously the continuity of dealing with such trustworthy, efficient and pleasant people.
Dr. Anup
Lead Manager
Dr. Anup
As always, I am left appreciating the attention to detail and determination to be helpful.
Amit Kumar
Sales Manager
Amit Kumar