Draft:Ajay Kumar Yadav CEO Wise Finserv
| Submission rejected on 5 May 2025 by S0091 (talk). This topic is not sufficiently notable for inclusion in Wikipedia. Rejected by S0091 2 months ago. Last edited by S0091 2 months ago. |  |
| Submission declined on 5 May 2025 by Greenman (talk). This submission is not adequately supported by reliable sources. Reliable sources are required so that information can be verified. If you need help with referencing, please see Referencing for beginners and Citing sources. Declined by Greenman 2 months ago. |  |
| Submission declined on 4 May 2025 by DoubleGrazing (talk). This submission is not adequately supported by reliable sources. Reliable sources are required so that information can be verified. If you need help with referencing, please see Referencing for beginners and Citing sources. This submission's references do not show that the subject qualifies for a Wikipedia article—that is, they do not show significant coverage (not just passing mentions) about the subject in published, reliable, secondary sources that are independent of the subject (see the guidelines on the notability of people). Before any resubmission, additional references meeting these criteria should be added (see technical help and learn about mistakes to avoid when addressing this issue). If no additional references exist, the subject is not suitable for Wikipedia. Declined by DoubleGrazing 2 months ago. | |
Comment: Again, what he has said or written cannot be used to establish notability so adding sources of which he was the author is not helpful nor are interviews, his commnents, etc. It's time to move on. He is not notable and no amount of editing can overcome a lack of notability. S0091 (talk) 18:53, 5 May 2025 (UTC)
- Comment: Most of this is still unsourced and the sources used are what he has written/said so primary and not independent. Nothing suggests this can meet the notability criteria. S0091 (talk) 15:47, 5 May 2025 (UTC)
- Comment: See WP:BLP. Statements, starting with the date of birth, need to be sourced or removed.See also WP:TITLE Greenman (talk) 12:28, 5 May 2025 (UTC)
Ajay Kumar Yadav | |
|---|---|
| Born | November 5, 1974 Ghazipur, Uttar Pradesh, India |
| Nationality | Indian |
| Education | B.Sc. Mathematics, MBA – Chennai University CFP Executive Program in Behavioural Finance – IIM Ahmedabad |
| Occupation(s) | Wealth manager, entrepreneur |
| Years active | 1999–present |
| Organization | Wise Finserv Private Limited |
| Known for | Co-founder and CEO of Wise Finserv |
| Website | wisefinserv.com |
Ajay Kumar Yadav (born November 5, 1974) is an Indian wealth manager and entrepreneur. He is the co-founder and Chief Executive Officer of Wise Finserv Private Limited, a wealth management firm based in Noida. Yadav is known for his work in financial literacy, retirement planning, and portfolio management for HNI and UHNI clients in India. He has been featured in national financial media and has conducted over 300 seminars on investment planning and retirement corpus deployment.[1][2] He is also an active contributor to public financial awareness programs in India.
Early life and education
[edit]Ajay Kumar Yadav was born in Ghazipur, Uttar Pradesh. He completed his schooling under the CBSE board and went on to earn a Bachelor of Science degree in Mathematics from Chennai University in 1996, followed by an MBA from the same institution in 1999. He is also a Certified Financial Planner (CFP) and completed an executive education program in Behavioural Finance from the Indian Institute of Management Ahmedabad.
Career
[edit]Yadav began his career in 1999 with Panacea Biotec and later worked at Torrent Pharmaceuticals. He transitioned to the financial services sector with roles at ICICI Bank, ICICI Securities, DBS Bank, and Reliance Capital, specializing in private wealth management.
In 2013, Yadav co-founded Wise Finserv Private Limited along with Charu Pahuja. The firm focuses on personalized financial planning, tax-efficient retirement strategies, and investment advisory services. Under his leadership, Wise Finserv has expanded its presence in cities including Delhi, Mumbai, Varanasi, and Lucknow, serving high-net-worth individuals (HNIs), Ultra-HNIs (UHNIs), and PSU retirees. The firm also offers advisory services on National Pension Scheme (NPS), systematic withdrawal strategies, and private family trusts.
Financial literacy and advocacy
[edit]Yadav is known for conducting financial literacy seminars, especially for employees and retirees of India’s public sector undertakings (PSUs) such as NTPC, ONGC, and GAIL. His sessions typically focus on asset allocation, NPS optimization, annuity planning, and risk-adjusted returns. He has advocated for data-driven investment decisions and building structured, diversified portfolios for long-term wealth creation.
Media coverage
[edit]Yadav has authored columns in national financial publications and has been featured for his views on tax and investment planning.[3][4]
See also
[edit]- Retirement planning in India
- Financial literacy in India
- Wealth management
References
[edit]- ^ Yadav, Ajay Kumar (April 1, 2025). "The FY26 Investment Playbook: Here's how you could manage your money this year". Moneycontrol. Retrieved May 5, 2025.
- ^ Yadav, Ajay Kumar (March 27, 2025). "Tax Playbook FY2025: Navigating the New Tax Landscape". The Pioneer. Retrieved May 5, 2025.
- ^ Yadav, Ajay Kumar (April 1, 2025). "The FY26 Investment Playbook: Here's how you could manage your money this year". Moneycontrol. Retrieved May 5, 2025.
- ^ Yadav, Ajay Kumar (March 27, 2025). "Tax Playbook FY2025: Navigating the New Tax Landscape". The Pioneer. Retrieved May 5, 2025.
Category:1974 births Category:Living people Category:Indian wealth managers Category:Indian business executives Category:People from Uttar Pradesh Category:Indian company founders