The human mind is not made for investing.

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.

Join the 400+ satisfied clients

Why our clients love us

We’ve built our business on long-term trust & keeping our clients’ interests first.
Don’t take our word for it.

“Excellent service from Wizr Wealth ! Their deep market knowledge, personalized advice, and transparent approach have helped me build a strong portfolio. Always responsive and professional, they make investing simple and stress-free. Highly recommended!”
“I started my journey with Wizr in 2018 with a small contribution of my savings into SIP’s. Today we’ve come a long way by stepping up the ratio by 10x and a significant corpus. That is the confidence Wizr has instilled in me by advising me about financial goal setting, managing my portfolio and building an aggressive mindset about investing. If you don’t have the time to think about your money, then let Wizr do it for you”
"Investing and making my money work for me has helped me pursue a path of financial freedom. Wizr has helped me do that with so much ease by explaining reasons behind every choice I need to make. I love that their team is always available to help me with my concerns"
“Best financial advisors in the town ! With intensive knowledge about the market , personalized and timely information about how the market is and a transparent approach have helped me build a strong portfolio. Always responsive and professional, they make investing easy and stress-free. Highly recommended!”
“Excellent service from Wizr Wealth ! Their deep market knowledge, personalized advice, and transparent approach have helped me build a strong portfolio. Always responsive and professional, they make investing simple and stress-free. Highly recommended!”
“I started my journey with Wizr in 2018 with a small contribution of my savings into SIP’s. Today we’ve come a long way by stepping up the ratio by 10x and a significant corpus. That is the confidence Wizr has instilled in me by advising me about financial goal setting, managing my portfolio and building an aggressive mindset about investing. If you don’t have the time to think about your money, then let Wizr do it for you”
"Investing and making my money work for me has helped me pursue a path of financial freedom. Wizr has helped me do that with so much ease by explaining reasons behind every choice I need to make. I love that their team is always available to help me with my concerns"
“Best financial advisors in the town ! With intensive knowledge about the market , personalized and timely information about how the market is and a transparent approach have helped me build a strong portfolio. Always responsive and professional, they make investing easy and stress-free. Highly recommended!”

What our Partners say

Wizr has built lasting relationships based on integrity, innovation, and client-first thinking. Here’s what some of the most respected voices in asset management have to say about our work.

Wizr is one of our fastest-growing MFD partners from Bangalore. Their client-centric approach and unique way of working has been nothing short of inspiring.

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Radhika Gupta
MD & CEO, Edelweiss Asset Management Ltd.

Wizr is one of our fastest growing MFD partners from Bangalore. Their client-centric approach & unique way of working has been nothing short of inspiring. It's great to see them elevate their digital presence with a fresh look and lots more for investors to do.

Radhika Gupta
MD & CEO, Edelweiss Asset Management Ltd.

Wizr has built a legacy of trust across generations. Their ability to connect with young investors and serve diverse clients makes them a thoughtful, reliable, and forward-looking wealth partner.

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Swarup Mohanty
CEO, Mirae Asset Investment Managers, India

I've been doing this business for three decades now and my job is to meet many distributors and advisors across the country. It is my great fortune that I now get to meet both the generations managing Wizr, and a business which has now spanned over such a long time handling clients over different categories, demographics and genders speaks for itself. What strikes me about the entire business model is their ability to cater to the young. It's a great time in India, because 60% of the world population under 30 is in this country and it is very important that that generation creates wealth. I can assure you that with Wizr, you’re in safe hands. For me, it's been a relationship spanning over a decade and a half and any person who has catered to clients in the right manner for such a long time is the right person to deal with. I wish you happy investing and more importantly, I wish Wizr more success in creating wealth for all their clients.

Swarup Mohanty
CEO, Mirae Asset Investment Managers, India

Wizr carries forward a strong legacy in wealth management. With deep experience and next-gen leadership, they help clients grow and protect wealth across generations with care and trust.

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Ashish Somaiya
CEO, WhiteOak Capital Asset Management

I have now known Mr. Aravindakshan for maybe well over a decade and then of course in the recent years dealing with Arun at Wizr. I must compliment the clients of Wizr for choosing one of the brightest and the best wealth managers in our industry. You know, long back I was reading this advertisement for the iconic watch, Patek Philippe and the advertisement says that you never really own a Patek Philippe, you merely look after it for the next generation. I don't know how much it applies to watches but definitely applies to the wealth that we create. You know if it's done rightly all of us are guardians of our wealth for our next generation. Considering that Mr. Aravindakshan has helped a lot of people to create wealth it's only befitting that now the next generation, that is, Arun Kumar is helping those clients to carry the legacy forward and helping their next generation to look after and grow that wealth. I'm sure you're in the right hands.

Ashish Somaiya
CEO, WhiteOak Capital Asset Management

Wizr’s consistent focus on client-centricity truly stands out. With trust built across generations, they are well-positioned to deliver long-term investment value and outstanding client experiences.

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Raghav Iyengar
CEO, 360 One Mutual Fund

I think client trust is a very important part of our business and Wizr sort of amplifies that beautifully. One thing which has stayed constant for them is their level of client centricity. This is a business that has already moved across two generations & I’m sure this can move across another 10 more, given the level of trust they enjoy. There is a long way to go in this journey, & I’m sure that 360 one and Wizr will partner very closely to try and give you the best investment experience possible.

Raghav Iyengar
CEO, 360 One Mutual Fund

Wizr blends trust, adaptability, and forward-thinking. Their client-first mindset and deep financial planning expertise create meaningful outcomes and long-term value for every investor they serve.

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Ganesh Mohan
CEO, Bajaj Finserv Asset Management Ltd.

Over the past two years, I’ve had the opportunity to engage with both generations of the Wizr team, and I can say with confidence—they are a trustworthy and able partner. What sets Wizr apart is their unwavering client-first approach, their ability to adapt swiftly to changing business landscapes, and their proactive adoption of technology. These traits clearly reflect their commitment to growth and long-term value creation.In a profession where trust and transparency are paramount—much like in the case of doctors or lawyers—it’s essential that clients share complete financial details. Wizr’s approach ensures that every financial plan is comprehensive and tailored, keeping the client’s best interests at heart. I wish Wizr continued success and look forward to seeing them scale new heights while delivering consistent value to their clients.

Ganesh Mohan
CEO, Bajaj Finserv Asset Management Ltd.

Key features overview

Explore our comprehensive suite of key features designed to enhance efficiency, streamline processes, and elevate your experience.

Distributors of credible financial products

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.

Seamless Transactions & Documentation

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.

State-of-the-Art Reporting & Insights

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.

Multi- language
support

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.

Customer Journey

1

Let's Get Wizr

Drop by our office, give us a call, or book a virtual session - whatever works best for you. This is where our conversation begins.

2

Discovering You

We get to know your story -your current personal finance position, values and future aspirations.

3

Your Risk Profile

We identify your comfort with risk to design a plan that helps you invest with confidence and sleep well at night.

4

Your Personalized Portfolio

We scan over 2500 mutual funds and investment options to curate a portfolio tailored to your goals.

5

Putting the Plan in Motion

We assist with executing your investment strategy, maintaining both existing holdings and new investments - online and offline.

6

Transparent Reporting

Track your portfolio anytime, anywhere. We provide seamless access, real time updates and clear reporting

7

Portfolio Reviews

We conduct regular check-ins - typically quarterly or half-yearly - to ensure your investments stay aligned with your goals.

8

Rebalancing

As life of markets change, we adjust your portfolio to stay on track and in tune with evolving needs.

9

Ongoing Support, Always!

Whether it's questions, changes or fresh guidance, we're by your side whenever you need us.

Your trusted
financial partner

We adhere to the highest standards of integrity and regulatory compliance

APMI certified
Reg no: APRN05893.
NISM
XXIA- Certified
NISM
VA - Certified
IRDAI
IC38 Certified
CFP
Registration number 128233
AMFI
ARN Registration number 176986
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Need help? FAQs

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.

How do I get started?

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.

Is there a minimum investment amount?

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.

Can I invest if I’m completely new to mutual funds?

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.

What happens if I want to redeem my investments?

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.

Do you offer support across India?

Yes. While HQ is in Bangalore and a spoke office in Chennai, our online presence allows us to serve clients across India seamlessly.

Do you work with NRIs (Non-Resident Indians)?

Yes, we work with NRIs across the globe. However, some residents may face restrictions on certain investments depending on the regulations of their country.

Can we meet online for consultations?

Yes, of course. You can schedule a virtual session anytime via Calendly or simply email us at reach@getwizr.com.

How often will I get updates on my portfolio?

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.