


Wisdom Financial Services Private Limited
Financial Services • 304, Abhiraj Complex, India • 1-10 Employees
Company overview
| Headquarters | 304, Abhiraj Complex, India |
| Phone number | +919979036504 |
| Website | |
| NAICS | 52 |
| Keywords | Wealth Management, Retirement Planning, Treasury Management, Financial Planning, Investment Management, Portfolio Management Services, Mutual Fund Investments, Alternate Investment Fund |
| Founded | 2024 |
| Employees | 1-10 |
Key Contact at Wisdom Financial Services Private Limited
Rod Booker
Owner
Wisdom Financial Services Private Limited Email Formats
Wisdom Financial Services Private Limited uses 1 email format. The most common is {first name} (e.g., john@wisdomfin.in), used 100% of the time.
| Format | Example | Percentage |
|---|---|---|
{first name} | john@wisdomfin.in | 100% |
About Wisdom Financial Services Private Limited
Welcome to Wisdom Financial Services Pvt Ltd– your trusted partner in financial consulting and investment solutions. At Wisdom, we specialize in providing tailored investment strategies designed to help you achieve your financial objectives and build lasting wealth. At Wisdom, we specialize in crafting tailored investment strategies to help you achieve your financial goals and build lasting wealth. With nearly two decades of combined experience, our founders are seasoned experts in analysing financial statements, understanding company fundamentals, and executing comprehensive financial plans. Our commitment is to deliver personalized advice that caters to your unique needs. We offer a diverse range of services, including Financial Planning, Retirement Planning, and Wealth Management. Whether you’re interested in Mutual Funds, SIP, PMS, AIF, Fix Deposits, Bonds, Term Plan etc. Our dedicated team is here to guide you through every step of the financial well-being. At Wisdom Financial Services, we believe in empowering our clients with the knowledge and tools necessary to make informed financial decisions. Our goal is not only to help you grow your wealth but also to provide the peace of mind that comes from knowing your financial future is in expert hands. Let us be your trusted guide on the journey to financial success.
Wisdom Financial Services Private Limited revenue & valuation
| Annual revenue | $85,555 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $273,776 |
| Total funding | No funding |
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Funding Data
Wisdom Financial Services Private Limited has never raised funding before.
Wisdom Financial Services Private Limited Tech Stack
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Frequently asked questions
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