About Us

Introduction

Our vision is to be the most preferred firm in India focusing on long term wealth creation by giving customized financial solutions across the globe.

We are on a mission to help our clients achieve their financial goals with honest and unbiased advice thereby creating wealth through the magic of compounding.

Operating since in 2003 we, are an independent, full-service, client-centric investment solutions firm. Our objective is to provide unbiased advice and services to both individual and institutional investors using a wide range of financial instruments. Ezy Wise Services is structured into two main divisions, Private Wealth Management and Family Office services which is backed by a qualified team of dedicated professionals.

At present, we manage assets under advisory spread over 1200 families, comprising some of India’s best-known companies and a number of successful individuals, both domestic and NRIs.

The highest form of acknowledgment of our work is our clients’ continued support and patronage over 1.5 decades.

Our core purpose is to provide financial solutions & thereby make people enjoy a secured retired life.

How we do it

Understanding Risk Appetite

A detailed assessment helps us ascertain your risk capacity & make recommendations accordingly so goals can be met in real time. We adequately diversify your portfolios at the asset / sub asset and security level. We do not allocate to businesses that have high levels of borrowing

Long Term Association

We are with you for the long run Our goal while developing your portfolio is to grow your capital Our investment strategies / solutions are formulated to achieve long term client financial objectives and not to deliver payoffs based on the outcome of specific events (eg. elections, budgets, etc.)

Personalised Plans

As per the assessments, your priorities & future plans a customized plan is made which is explained & then executed as per consent. Changes can be made while reviewing the portfolio & alignment of new priorities. A dedicate relationship manager will be allocated in order to keep you well informed & meaningfully engaged with your account.