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Wise Finserv - Company Profile & Overview

Wise Finserv

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based on 0 Reviews
HQ - Noida, Uttar Pradesh, India

About Wise

Founded in 2013 Ownership Private
India Employee count 51-200 Global Employee count 51-200
Headquarters Noida, Uttar Pradesh, India Office Locations Not Available
CEO Ajay Kumar Yadav Founders Ajay Kumar Yadav
Type of Company Corporate Nature of Business B2B
Company Email ID Not Available Website wisefinserv.com
Founded In 2013
Ownership Private
India Employee Count 51-200
Global Employee Count 51-200
Headquarters Noida, Uttar Pradesh, India
Office Locations Not Available
CEO Ajay Kumar Yadav
Founders Ajay Kumar Yadav
Type Of Company Corporate
Nature Of Business B2B
Company Email ID Not Available
Website wisefinserv.com

Inspired by a shifting paradigm in the corporate landscape, Wise Finserv emerged as a beacon of change. In an era where many enterprises leaned towards product-centric strategies to meet internal benchmarks, Wise Finserv dared to champion a client-centric ethos, committed to realizing the financial aspirations of its clientele.

The narrative of Wise Finserv's journey into the realm of financial planning and wealth management finds its roots in the collaboration of two stalwarts of the field: Ajay Kumar Yadav and Charu Pahuja. United by a shared vision, their mission transcended mere business expansion. They envisioned a landscape where financial planning wasn't just a service but a societal imperative, leveraging technology to set new benchmarks in the industry.

Today, Wise Finserv stands as a titan in India's financial services arena, renowned for its prowess in investments, financial planning, and private wealth management. With a robust clientele, the company thrives on nurturing enduring relationships and offering bespoke investment solutions. Bolstered by strategic alliances, Wise Finserv delivers comprehensive financial services on a global scale, with operational hubs spanning key cities like Mumbai, Delhi, Noida, Lucknow, and Varanasi.

Catering to the needs of High Net Worth Individuals (HNI) and Ultra High Net Worth Individuals (UHNI), Wise Finserv prides itself on its market-leading expertise and an array of personalized investment options. From investment advisory to retirement planning, the company's suite of services encompasses every aspect of personal finance, ensuring its clients navigate the complexities of wealth management with confidence.

At the heart of Wise Finserv's philosophy lies a relentless pursuit of innovation and technological integration. Leveraging digital platforms, the company ensures operational efficiency and provides real-time market insights to its discerning clientele. Upholding principles of integrity and transparency, Wise Finserv empowers its clients to make informed decisions, guiding them towards a future of financial security and prosperity.

Wise Reviews

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Wise Recruitment Process

Interview Process

The interview process at Wise Finserv is designed to identify candidates who not only possess the necessary technical skills and expertise but also align with the company's values and culture. While specific details may vary depending on the role and level of seniority, the typical interview process at Wise Finserv might include the following stages:

Application Submission: Candidates are required to submit their application online through the company's careers portal or via email. This typically includes a resume/CV and may require additional documents such as a cover letter or portfolio, depending on the role.

Initial Screening: The HR team conducts an initial screening of applications to assess candidates' qualifications, experience, and suitability for the role. This may involve reviewing resumes/CVs, cover letters, and any other submitted documents.

Phone/Video Interview: Shortlisted candidates are invited to participate in a phone or video interview with a member of the HR team or a hiring manager. This interview serves as an opportunity to discuss the candidate's background, experience, skills, and career goals. It may also involve behavioral and situational questions to assess fit with the company culture.

Technical Assessment: Depending on the role, candidates may be required to complete a technical assessment or test to evaluate their skills and proficiency in relevant areas. This could include coding exercises, case studies, or problem-solving tasks tailored to the specific job requirements.

In-person/On-site Interviews: Candidates who successfully pass the initial screening and technical assessment may be invited for in-person or on-site interviews at one of Wise Finserv's office locations. These interviews typically involve meeting with multiple stakeholders, including hiring managers, team members, and senior leaders. The focus may be on assessing the candidate's technical expertise, problem-solving abilities, communication skills, and cultural fit.

Final Decision and Offer: Following the interviews, the hiring team evaluates the feedback from interviewers and makes a final decision on the candidate. If selected, the candidate receives a job offer from Wise Finserv, outlining the terms and conditions of employment, including salary, benefits, and start date.

Jobs at Wise
E-Financial Planner
Noida
3-8 Yrs Not Disclosed

Investment Advisor /Sr. Investment Advisor
Chandigarh
2-6 Yrs Not Disclosed

E-Financial Planner
Noida
3-8 Yrs Not Disclosed
Recruitment Process from Similar Companies

Wise Salaries

based on latest salaries
Designation
Average Salary
Senior Wealth Manager
Experience: 4 - 7 yrs
₹ 10.1 Lakhs /year
(₹9 L/yr - ₹12.8 L/yr)
Assistant Vice President
Experience: 0 - 15 yrs
₹ 11.4 Lakhs /year
(₹10 L/yr - ₹14.5 L/yr)
Regional Manager
Experience: 8 - 18 yrs
₹ 12.2 Lakhs /year
(₹5.3 L/yr - ₹15.6 L/yr)
Management Trainee
Experience: 0-4 yrs
₹ 4.5 Lakhs /year
(₹2.4 L/yr - ₹6 L/yr)
Employee Benefits at Wise
Office Cab/Shuttl
0 total Response
Free Meal
0 total Response
Joining Bonus
0 total Response
On-Site Exposure
0 total Response
+26 more benefits
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Wise FAQs

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