Our Core offerings

At Wizr, we believe in offering only the most credible, high-quality financial products - backed by research and an unwavering commitment to investor interests. Every offering is selected after a rigorous evaluation process, ensuring it meets stringent standards of performance, credibility, and suitability.

Mutual funds

With 2,000+ schemes across 40+ AMCs, choice can be overwhelming. We start with the big picture — macro trends, where we are in the cycle and what styles suit the moment — then shortlist proven fund managers and strategies.
Portfolios are tailored to your goals (growth, income, or goal‑based) and reviewed regularly to stay aligned with today’s realities and tomorrow’s ambitions

Specialized Investment Funds(SIF)

SIF is a newly introduced investment option in India, designed for investors who want more flexibility than traditional mutual funds but don't qualify or wish to invest the ₹50 lakh minimum required for Portfolio Management Service (PMS).
Think of SIF as the perfect bridge between mutual funds and PMS—it's managed by a professional fund manager and allows investors to participate in custom strategies within equity, debt and hybrid categories.

Minimum investment:  ₹ 10 Lakhs

Portfolio management Services(PMS)

Your portfolio, actively managed by seasoned fund managers with clear philosophies and discipline. Choose discretionary, non‑discretionary, or advisory — depending on how hands‑on you’d like to be.A dedicated investment partner to capture opportunities and manage risk with rigor.

Minimum investment:  ₹ 50 Lakhs

Insurance Solutions

Protection is the foundation to financial security. We help you choose life, health, and general insurance based on reliability, claim settlement record, and true suitability — not commissions. Secure your family and future against life’s uncertainties.

Alternative investment funds (AIFs)

Access private equity, venture capital, real estate, structured debt and more — to diversify and strengthen your portfolio beyond traditional markets.Suited for higher risk appetite and longer horizons. We help evaluate opportunities, risks and fit within your broader plan.

Minimum investment:  ₹ 1Cr

Bonds & Fixed Income

For capital preservation and predictable income, we curate high‑quality fixed‑income options selected for credit quality, stability and fit with your horizon.A steadier core that complements growth assets.

Frequently asked questions

Can I invest in multiple product categories?

Absolutely! We believe in diversified portfolios. We help you allocate across mutual funds, insurance, PMS, AIFs, and fixed income based on your risk profile, investment goals, and time horizon to create a well-balanced investment strategy.

How do you ensure product quality across all offerings?

Every product in our core offerings undergoes a rigorous evaluation process. We assess performance track records, fund manager expertise, organizational stability, and alignment with investor interests before including them in our recommendations.

Do you offer fixed income solutions?

Yes, for capital preservation and predictable income, we curate high-quality fixed-income options selected for credit quality, stability, and fit with your investment horizon. These provide a steadier core that complements growth assets.

What types of AIFs do you provide access to?

We offer access to private equity, venture capital, real estate, structured debt, and more to diversify and strengthen your portfolio beyond traditional markets. These are suited for higher risk appetite and longer investment horizons.

Why do you focus on insurance as part of core offerings?

Protection is the foundation of wealth building. We place life, health, and general insurance based on reliability, claim settlement track record, and true suitability—to safeguard your family and goals from life's uncertainties.

What PMS options are available?

Our PMS offerings include discretionary (where fund managers make investment decisions), non-discretionary (where you retain decision-making control), and advisory services—depending on how hands-on you'd like to be with your ₹50+ lakh investment.

What mutual fund categories do you offer?

We offer access to the complete spectrum of mutual funds including equity, debt, hybrid, index funds, ETFs, international funds, and specialized schemes across 40+ Asset Management Companies.

What is your investment philosophy?

We focus on building portfolios that are actively managed by seasoned fund managers with clear philosophies and discipline. Whether you prefer discretionary, non-discretionary, or advisory approaches, we act as your dedicated investment partner to capture opportunities and manage risk with rigor.

How do you choose which products to recommend from so many options?

With 2,000+ schemes across 40+ AMCs, choice can be overwhelming. We start with the big picture—macro trends, where we are in the cycle, and what styles suit the moment—then shortlist proven fund managers and strategies. Portfolios are tailored to your goals and reviewed regularly.

What makes Wizr's product selection different?

At Wizr, we believe in offering only the most credible, high-quality financial products backed by research and an unwavering commitment to investor interests. Every offering is selected after a rigorous evaluation process, ensuring it meets stringent standards of performance, credibility, and suitability.