Testimonials

Mr. Abhishek Gautam

Hi

I have had a wonderful relationship with the organization and their representatives. They have taken a very good care of my finances and helped me immensely in putting things in order as far as my finances are concerned. Keep up the good work and make my finance grows many more folds.

Thanks
Best Regards
Abhishek Gautam

Mr. Rohit Chawla

I trust in Wise Finserv. The information i receive from my advisor give `me a confidence level in her knowledge. I feel a much more personal connection with Wise Finserv than with other financial companies.

Mr. Anil Kumar

Hello Everyone,

It is nice to be in touch with Wise Finserv for almost last one year. I am happy to have your services. You are my financial doctor and very supportive. You are always there to help me with my financial planning. After getting in touch with your team i am much concern about my money & future financial goal.

Thanks Wise Finserv for your all assistance.

Kind regards,
Anil Kumar

Mr. Tauheed Ahmed
Operation Executive, Optima Insurance Brokers Pvt. Ltd.

Hello's
I am very happy for the service which Wise Finserv had provided me.
I am looking for more investment through Wise Finserv.

Thanks & regards,
Tauheed Ahmed

Mr. Nishant Varshney

Hi,

I would like to express my thanks for the work you have done for me over the past year. The expertise and attention to detail with which you have handled my financial affairs could not be faulted. Your continual advice on financial planning issues has saved my significant amounts of money. I want to say thanks my advisor for giving me advice regarding funds and insurances. She always explains everything thoroughly and i never feel uncomfortable asking questions or expressing an opinion. May you prosper, along with your clients.

Regards,
Nishant Varshney

Mr. Arun Kakkar

Dear team

I would take this opportunity to really thank your team, for really pursuing me to do some investments for future. Her grit and caring nature is admirable, which feels like one is talking to a friend, than just a financial advisor.

Really appreciate your skills and research and congrats on your new app.

Keep up the good work..!

Thank you..!
Arun

Mr. Abhishek Juyal

It is great working with you guys.

You have taken care of my financial issues very well and i am satisfied with your services.

You guys are very helpful and assists me very well regarding my financial decisions. He has a good knowledge of the current financial matters and keep me update too for the same via mail and personal messages. He is always available to assist me whenever i need him. I am definitely working with him for my future financial decisions.

Mr. Abhishek Srivastava

As a result of using your service i found them knowledgeable, fast, friendly. It was a great decision to choose you! The specifically i liked most about you is your advice for investment! Two other benefits important to me are your speed in completing the job (you are very fast!) And friendly service.

I am very happy with Ekta Mehta guidence.

Mr. Chetna

Chetna
I am happy to provide my testimonial for WiseFinServ.

It's been more than a year since I have been engaged with WiseFinServ. I primarily interact with Tripti Sharma and Swati Malik, with Tripti being the lead Financial Consultant/Advisor for me. I hugely appreciate the readiness and responsible attitude shown by both. They have patiently answered my questions and addressed my concerns as swiftly as they could have. Having trust and a personal connect with one's customer/client is very crucial and Tripti/Swati meet that mark !

My only suggestion would be to have some senior Consultants/Management have informal meetings with important clients (individuals or corporates). It creates more touchpoints within an organization not to speak of more core information sharing.

Thanks,
Vandana
Chetna

Vandana bhardawaj

I am happy to provide my testimonial for Wise Finserv.

It's been more than a year since i have been engaged with Wise Finserv. I hugely appreciate the readiness and responsible attitude shown by both. They have patiently answered my questions and addressed my concerns as swiftly as they could have. Having trust and a personal connect with one's customer/client is very crucial and tripti/swati meet that mark !

My only suggestion would be to have some senior consultants/management have informal meetings with important clients (individuals or corporates). It creates more touchpoints within an organization not to speak of more core information sharing.

Thanks,
Vandana


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