Your mind reacts. It overthinks. Bias takes over.
Decisions shape wealth — not markets.
Experts at Wizr help you rise above bias and invest with intent.
We’ve built our business on long-term trust & keeping our clients’ interests first.
Don’t take our word for it.
Explore our comprehensive suite of key features designed to enhance efficiency, streamline processes, and elevate your experience.
We specialize in the distribution of high-quality financial instruments, including thoroughly researched mutual funds, professional portfolio management services (PMS), alternative investment funds (AIFs), insurance solutions, and bonds.
Our offerings are carefully evaluated to meet stringent standards of performance, credibility, and investor suitability.
We offer both physical and digital transaction facilities, comprehensive Know Your Customer (KYC) assistance, and a dedicated single point of contact to manage all investment-related queries and service requirements—ensuring efficiency, compliance, and personalized support throughout your investment journey.
Stay connected to your investments with secure access through our web, iOS, and Android applications—anytime, anywhere.
Our intuitive dashboards offer real-time portfolio tracking, performance summaries, and transaction history.
Gain deeper market perspective with institutional-grade research reports and analytics, designed to enhance your investment decision-making and overall experience.
Our team of financial experts is equipped to assist you in multiple languages, ensuring clear communication and personalized support at every step.Whether you're planning, investing, or managing your portfolio, we make it easy to understand your options and take informed action—no language barriers, just expertise tailored for you.
Drop by our office, give us a call, or book a virtual session - whatever works best for you. This is where our conversation begins.
We get to know your story -your current personal finance position, values and future aspirations.
We identify your comfort with risk to design a plan that helps you invest with confidence and sleep well at night.
We scan over 2500 mutual funds and investment options to curate a portfolio tailored to your goals.
We assist with executing your investment strategy, maintaining both existing holdings and new investments - online and offline.
Track your portfolio anytime, anywhere. We provide seamless access, real time updates and clear reporting
We conduct regular check-ins - typically quarterly or half-yearly - to ensure your investments stay aligned with your goals.
As life of markets change, we adjust your portfolio to stay on track and in tune with evolving needs.
Whether it's questions, changes or fresh guidance, we're by your side whenever you need us.
We adhere to the highest standards of integrity and regulatory compliance
Find answers to the most commonly asked questions about our services, features, and policies. If you need further assistance, our support team is always here to help.
You can drop by our office, give us a call, or book a virtual consultation through Calendly—whatever works best for you. That’s where our conversation begins, with no obligations.
Yes. Mutual funds start from as little as ₹500. For Portfolio Management Services (PMS), the minimum is ₹50 lakhs, and for Alternative Investment Funds (AIFs), it is ₹1 crore.
Of course! We’ll walk you through everything—starting with your KYC—so you’re all set to invest. We’ll be by your side through your entire investment journey, making sure your portfolio grows and your confidence as an investor grows along with it.
You’re always in control—it’s your money. We’ll help you think through the decision, explore alternatives, and ensure your compounding and long-term goals remain on track.
Yes. While HQ is in Bangalore and a spoke office in Chennai, our online presence allows us to serve clients across India seamlessly.
Yes, we work with NRIs across the globe. However, some residents may face restrictions on certain investments depending on the regulations of their country.
Yes, of course. You can schedule a virtual session anytime via Calendly or simply email us at reach@getwizr.com.
You’ll have 24/7 access to your portfolio through our web-app and mobile application. In addition, we’ll send you monthly reports and schedule regular review meetings to walk you through performance and next steps.