We take out
PAIN
from your
GAIN
We don’t assure returns but we do assure process, we follow.
Did you know that any financial goal can be achieved with Mutual Funds!!
About Wisdom Edge Do not leave your dreams: Live your dreams
Bhavesh D Damania, Founder, has gained proficiency in advising and managing financial assets, since 2 decades. Holding senior positions with marquee banks, Bhavesh is already recognised player in Mutual Fund and Personal Finance space. The belief that drives the investment rationale at Wisdom Edge Investments is simple, wholistic, relevant and pro-active. Our Values are at the core of what we do.
Did you know that any financial goal can be achieved with Mutual Funds!!
98
Investor satisfaction level (%)
24
Service TAT (hrs)
90
Client retention (%)
21
Years
of Experience
Our Values
As it goes- Exist, survive and grow. We at Wisdom Edge Investments (Erstwhile - Wealthcare Investments) believe in exactly the same philosophy. Protect, Nurture and grow. You have earned your wealth but the complex financial market with ever changing dynamics warrant you to have full time focus on your investments. You can’t do due to your busy schedule and lack of knowhow. Since 2010, we have been instrumental in helping Investors achieve better risk adjusted returns.
Why We
Wholistic approach
If you have investment thru various distributors and have been struggling to make sense out of it!! Here is the solution, we review existing investments, recommend to align with your stated objective and suggest a plan that is collaborative to the existing investment. Unique to the industry isn’t it?
Consultative
We suggest you a product which suits your need. Or we devise a basket of products to suit your requirement. “Not available” is not the answer we give.
Customized
When your needs are unique, how can a product be uniform for all? We don’t believe in concept of “One size fits all”.
One window view
You get one single window to view all your investments every month. Auto generated valuation reports are mailed on 1st of every month.
Have been a customer since March 2011. Have been quite satisfied with Bhavesh's attention to his customers and no-nonsense advice. Keep up the good work for many fruitful years to come.
Capt. Abdul Nazar Captain- Jetlite India Pvt. Ltd.
The service is excellent backed up with very good knowledge of equity market and investment opportunities. When the market witnesses major fluctuations frequently, getting a firm foothold with confidence is very important not only for your money, but also for your mental peace.
Sunil Kumar Chief Engineer – ONGC Ltd
Advisory of Wealthcare Investments is dependable and trust worthy and services are also truly personalized.
Devinder Singh CEO – Equipment Bank- Essar Group
Bhavesh’s proactive approach has helped us realign our entire portfolio at right time. Our portfolio is now in good shape to weather the current market condition.
Kailash Jatwala Executive Director- Go Go International
What I observed and liked is that you tried to understand my investment philosophy and suggested the schemes accordingly instead of random suggestions. This is a honest approach which client like me having limited knowledge of market can trust upon.
Amitava Kaviraj Ex- Executive Director-ONGC Ltd
Our Latest News Dont Miss
VUCA event for World!
Jul 04, 2020VUCA event for World!!! VUCA stands for Volatility Uncertainty Complexity…
Rural Economy is doing good, therefore revival will be faster, Market is going up!!
Jun 26, 2020Rural Economy is doing good, therefore revival will be faster,…
Media Coverage View videos
Disclaimer:
Investment advice offered are incidental to our primary activity of distribution of mutual fund products, which is exempted from registration under Regulation 4(d) of Securities and Exchange Board of India (Investment Advisers) Regulations, 2013.
We are not Investment Advisor as per SEBI regulation and nothing communicated herein or any other mode of communication, should be considered as Advice or Recommendation.
Mutual fund investments are subject to market risks. Please read the scheme related documents carefully before Investing. We do not provide any guarantee/warranty with respect to fund performance or suitability thereof.
Past performance is not indicative of future returns.
Copyright 2021 Wisdom Edge Investments. All Rights Reserved.
Why most of the Indians’ are not able to create wealth?
1) Failing to plan is equal to planning to fail
2) Do not factor is evil of Inflation!! What costs 100 today will cost 387 after 20 yrs at 7% inflation
3) Treat equities as speculative asset rather than growth asset
4) Do not take investing seriously
5) Do not take calculated risk to grow wealth
6) Commit too large sum of money to real estate/Insurance which are illiquid in nature
7) Assume the retirement age to be 58-60 yrs. Which is unlikely in future and do not have concrete retirement plan
8) Assumes that Incomes will outgrow the expenses. Covid 19 has proved that Income may disappear or fall drastically.
9) Miscalculate the cost of education and healthcare, which grows at very steep rate.
10) Do not start investing at early age