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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
