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“I was skeptical about mutual fund investments, now I can certainly see benefits.”
– Leisha Vaz, Working Professional
“I always invested in very traditional assets, but trusting in Investwise gave me a whole new idea of how my money can work for me, and not the other way round.”
– Bhavik Gori, Newly-wed
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We understand your current financial situation & assess existing portfolios. We then analyze your comfort level with types of investment & identify and prioritize your short-term and long-term financial goals.
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Through our 4-step Financial Consulting Process, Investwise Finance ensures that you receive personalized, strategic, and adaptable options tailored to your unique needs and goals.
Let's Invest“Being a pensioner, I have always found investments outside banks risky. However, Investwise gave me confidence, and good returns.” - Shobha Prabhu, Retired
Got a few thousands lying in your bank account and you want to invest them? The minion on the left shoulder says go trade them for a few days in stocks and make a good buck, and the one on the left says stay steady and invest lumpsum in an MF, or up your SIP. […]
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Congratulations! Seems like you’ve done all the hard work and the (possibly) late nights, and earned your first pay check – a major milestone in your career and well, your financial journey. It’s so tempting to splurge right now and get than Samsonite you’ve had your eyes on for a while, or that Swarovski you’ve […]
Read More"Being a pensioner, I have always found investments outside banks risky. However Investwise gave me the confidence and assurance in Equity and Mutual Funds with good returns. Thanks to the Investwise Team for their constant and prompt support!”
“We were thinking how our son’s future could beat inflation. Several companies sell insurance, which barely beats inflation rates. Then we learned about mutual funds for long-term, & term plans which seemed to give more returns. We have already started mutual funds with the help of Harsh Shah and Investwise.”
“I was skeptical about mutual fund investments, however Harsh and Investwise were extremely helpful in explaining how they work and I can certainly see benefits after investing. Thank you for all your guidance.”
“I invested in five MFs in 2017, and in 2023, the amount had grown to 2x. I needed the money and withdrew 20% of the amount. Today, one year later, again the remaining 80% has grown to 2x of the initial investment. This is my investment story.”
“I always invested in very traditional assets, but trusting in Investwise gave me a whole new idea of how my money can work for me, and not the other way round. I diversified my portfolio, became more disciplined in my investing, enhanced my tax savings, and am reaping the fruits of compounding returns.”
Testimonials are given by clients of Investwise Finance without compensation and are representative of the client’s views at the time they were collected. Testimonials may not be representative of the experiences of other clients, and do not guarantee similar experience, future performance, etc.
We pick investments to fit your strategy, and help ensure your money repays you when you need it - we know you’re looking for more than basic advice.
Get In TouchInvestwise is founded by Harsh Shah, with over a decade of experience in wealth management services and is a top financial consultant. We are dedicated to guiding you towards long-term, rewarding investments. We offer a comprehensive range of investment options tailored to meet your unique needs and goals. Our approach, rooted in integrity and transparency, ensures that your journey to financial success is secure and rewarding.
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