We have reputation world wide

In January of 2010, Wealthcare Investments (now Wisdom Edge Investments) was born to cater to an Investors’ need of honest and transparent Investment advisory; coupled with empathy, sincerity and genuineness as its guiding principles!!

We have already gained the size and scale to be among top 3% of Independent Mutual fund players in India. Our philosophy is to remain boutique firm so that utmost focus can be given to each portfolio.

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.

Bhavesh is personal finance guest with CNBC Bajar for their famous personal finance show “Money Managers” His articles in Outlook Money, Mint, Hindustan Times, Navabharat were well received by investors. Bhavesh also writes blog on personal finance and investing.

Investments literacy, prudence and awareness, among larger section of the society is missing today. We believe that the industry has a lot to offer to the investor on these fronts. Finding honest advisor is still a challenge today. We would like to fill in the gap.

Did you know that any financial goal can be achieved with Mutual Funds!!

98

Investor satisfaction level (%)

24

Service TAT (hrs)

90

Client retention (%)