Wise Finserv
Charu Pahuja is a seasoned professional with extensive experience in the financial services industry. Currently serving as the Director & Chief Operating Officer at Wise Finserv, Charu has a strong track record of managing operating costs and increasing Assets under Advisory (AuA) to ensure a profitable portfolio. With previous roles at ICICI Securities, DBS Bank, ICICI Bank, HDFC Bank, and Bajaj Allianz Life Insurance Co. Ltd., Charu's expertise in Private Wealth Management and Bancassurance has been honed over many years. Charu holds a PGDBM in Finance from the Indian Institute of Management Ahmedabad, and a Bachelor of Business Administration (B.B.A.) in Finance from the Institute of Management Studies Ghaziabad.
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Wise Finserv
Wise Finserv is a leading diversified financial services company in India, specializing in investments, financial planning, and private wealth management. With a substantial client base, we build long-term relationships and offer niche investment products. Our strategic partnerships provide holistic services globally. Trusted as wealth-building partners, we constantly exceed client expectations. We have offices in Mumbai, Delhi, Noida, Lucknow, Varanasi. We offer simple investment options tailored to clients' needs, serving HNI and UHNI. Market-leading qualifications assure clients that their future is in capable hands. Our comprehensive services cover personal finance globally. Our innovative approach and strategic partnerships ensure exceptional client experiences. Services include investment advisory, portfolio management, tax planning, insurance, and retirement planning. At Wise Finserv, we prioritize technology and innovation, utilizing digital platforms for efficiency and real-time market insights. We measure success by our clients' achievements and financial security. Upholding integrity and transparency, we empower clients to make informed decisions. With a client-centric focus, experienced professionals, and cutting-edge tools, we guide clients toward a secure future. Learn more at our website or contact us to unlock your wealth's potential and secure a brighter tomorrow.