Join the 400+ Satisfied Clients

Investing is emotional. We bring the discipline.

At Wizr, we strongly believe, long-term wealth creation has less to do with how the markets behave, and more to do with how you behave.

Schedule a Free Consultation

Our Journey

From humble beginnings to
managing 200+ Crs of assets

Wizr is an amalgamation of two core ideas: the Wizr Expert and the Wizr Investor—symbolizing our mission to create a community of wise personal finance experts who are unbiased, certified and responsible. Also, wiser investors, by helping them overcome behavioural biases which is critical for stable, long-term compounding.

Wise Experts. Wiser Investors. Wealth that Compounds.

James was here

April 2020

Presented the idea of Wizr on a weekend startup incubator community

June 2020

Early validations - First few customers and VC interests

James was here
James was here

Feb 2021

Officially registered Wizr Wealth Pvt Ltd

June 2022

50 Crs Assets under management (AUM)

James was here
James was here

Dec 2022

Expanded footprint to Chennai

Dec 2023

Reached 100 Crs in assets under management (AUM)

James was here
James was here

Jan 2024

Launched Wizr local - Personal finance videos in local Indian languages

Mar 2024

Onboarded NGEN Research- A cloud based - advanced portfolio analysis tool, which provides institutional grade, deeper financial analytics for our clients

James was here
James was here

Current

Currently we're a team of 7 with approximately 400 clients across the world, managing ~200Crs in assets

400+ Clients Trust Wizr

Well-Respected in the Industry
Endorsed by leading mutual fund CEOs
Human approach
Real people. Real conversations. No bots, no templated advice
Certificates & Licenses
AMFI / IRDAI / CFP/ NISM VA / NISM XXIA

Who we are

An AMFI-registered mutual fund distributor

Focused on helping individuals, organizations, trusts and NRIs grow their wealth through thoughtful, goal-based investments.

Trusted by
400+ clients

Built on consistent results and long-term relationships

Expertise you can
count on

Accredited specialists committed to the highest standards of knowledge, ethics, and fiduciary responsibility

Behaviour managers backed by research & data

Using evidence-based frameworks to support better habits, clearer thinking, and consistent results

Holistic personal finance experts

Integrated guidance across investments, taxes, insurance, and goals—aligned to your life, not just your portfolio

Our Philosophy

What We don't do

Because clarity emerges from elimination

We don't claim to know it all
Learning ends the moment we assume we have all the answers.
We don’t believe one size fits all
Thumb rules are outdated, personal finance is truly personal.
We don’t spam or ghost our clients
Don’t do unto others what you don’t want done to you.
We don't prioritise our revenues over our clients' interests
When our clients win, we win. Not the other way around.
We don't preach what we don't practice
We’re invested in the markets too. Our conviction comes from skin in the game.
We don't sell "get rich quick" strategies
Patience pays. Quite literally!
We don't react to news, we react to facts
Cutting through the noise is where our insight begins.
We don't restructure your portfolio frequently or unnecessarily
Changes are driven by value, not by the need for action.
We don't gatekeep
what we know
Our content library on social media is free for all.

What our clients say about us

“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!”

Rakesh Bhat

Talent Consultant at Ernst & Young
“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”

Sharath M J

Senior Associate, Goldman Sachs
"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"

Archa Rajeevi

Compliance Counsel at Agoda, Bangkok & Social Media Influencer
“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!”

Sri Harsha

Senior Video Editor, The Yellow Shutter
“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!”

Rakesh Bhat

Talent Consultant at Ernst & Young
“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”

Sharath M J

Senior Associate, Goldman Sachs
"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"

Archa Rajeevi

Compliance Counsel at Agoda, Bangkok & Social Media Influencer
“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!”

Sri Harsha

Senior Video Editor, The Yellow Shutter

Meet the Team

The People Behind Your Portfolio

Director

K M Aravindakshan

Founder and Director

Arun Kumar

Assistant Vice President - Client Relations

Saravanan N K

Assistant Vice President - Client Relations

Ananya Suresh

Vice President - Client Relations

Sahana Sivaji

Manager - Data Analysis & Social Media

Dr. Likith Jai