COMPANY OVERVIEW

"AMFI-registerd Mutual Fund Distributor"

Page Title

Home / COMPANY OVERVIEW

COMPANY OVERVIEW

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 along with specialized Insurance management 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.

Our Mission

To help our clients achieve their financial goals with honest and unbiased advice thereby creating wealth through the magic of compounding.

Our Vision

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