Collaborating & supporting businesses, families, and institutional entities

Treasury management

Treasury management by investing surplus reserves in low risk and high quality debt mutual funds to match your liquidity, working capital and investment capital needs

Strategic investment

Collaborate with finance teams for end-to-end strategic investment solutions and diligent reporting

Training

Your financial wellness partner in empowering your employees by providing foundational training on handling personal finance

Customized plans

Customized group insurance plans and mutual fund schemes for staff

Frequently asked questions

How does WIZR collaborate with our finance team?

We work as an extension of your finance team, providing end-to-end strategic investment solutions. We collaborate closely with your CFO and finance department to develop customized investment strategies aligned with your corporate goals and risk profile.

What does "end-to-end strategic investment solutions" include?

Our comprehensive service includes investment strategy development, fund selection, portfolio monitoring, performance analysis, regulatory compliance, and detailed reporting to support your decision-making process.

How does WIZR's reporting system support our finance team?

We provide diligent, detailed reporting including performance analytics, risk assessments, compliance documentation, and customized reports that integrate seamlessly with your existing financial reporting systems.

How often will we receive updates on our corporate investment portfolio?

You'll receive monthly performance reports, quarterly detailed reviews, and real-time access to your portfolio through our digital platform. Additional reporting can be customized based on your requirements.

What employee financial wellness services does WIZR provide?

Wizr serves as your financial wellness partner by providing foundational training programs to help your employees handle personal finance effectively. We empower your workforce with essential financial literacy skills.

How is the employee financial wellness program delivered?

We offer flexible delivery methods including workshops, webinars, online modules, and personalized counseling sessions that can be tailored to fit your company's schedule and employee preferences.

What customized group insurance plans does WIZR offer?

We design tailored group insurance plans that meet your organization's specific needs, including group life insurance, health insurance, and other employee benefit schemes that provide comprehensive coverage for your staff.