Draft:Wise Finserv
| Submission declined on 4 May 2025 by DoubleGrazing (talk). This submission appears to read more like an advertisement than an entry in an encyclopedia. Encyclopedia articles need to be written from a neutral point of view, and should refer to a range of independent, reliable, published sources, not just to materials produced by the creator of the subject being discussed. This is important so that the article can meet Wikipedia's verifiability policy and the notability of the subject can be established. If you still feel that this subject is worthy of inclusion in Wikipedia, please rewrite your submission to comply with these policies. This draft's references do not show that the subject qualifies for a Wikipedia article. In summary, the draft needs multiple published sources that are:
Where to get help
How to improve a draft
You can also browse Wikipedia:Featured articles and Wikipedia:Good articles to find examples of Wikipedia's best writing on topics similar to your proposed article. Improving your odds of a speedy review To improve your odds of a faster review, tag your draft with relevant WikiProject tags using the button below. This will let reviewers know a new draft has been submitted in their area of interest. For instance, if you wrote about a female astronomer, you would want to add the Biography, Astronomy, and Women scientists tags. Editor resources
|  |
| Submission declined on 3 May 2025 by HickoryOughtShirt?4 (talk). This submission appears to read more like an advertisement than an entry in an encyclopedia. Encyclopedia articles need to be written from a neutral point of view, and should refer to a range of independent, reliable, published sources, not just to materials produced by the creator of the subject being discussed. This is important so that the article can meet Wikipedia's verifiability policy and the notability of the subject can be established. If you still feel that this subject is worthy of inclusion in Wikipedia, please rewrite your submission to comply with these policies. Declined by HickoryOughtShirt?4 17 days ago. | |
 | This article may have been created or edited in return for undisclosed payments, a violation of Wikipedia's terms of use. It may require cleanup to comply with Wikipedia's content policies, particularly neutral point of view. (May 2025) |
| Company type | Private |
|---|---|
| Industry | Financial Services |
| Founded | 2013 |
| Founders | Ajay Kumar Yadav, Charu Pahuja |
Area served | India |
Key people | Ajay Kumar Yadav (CEO), Charu Pahuja (COO) |
| Website | wisefinserv.com |
Wise Finserv
[edit]Wise Finserv Private Limited is an Indian financial advisory and wealth management firm headquartered in Noida, Uttar Pradesh. The company provides investment and retirement planning services and operates in several Indian cities including Mumbai, Delhi, Lucknow, and Varanasi. It primarily serves high-net-worth individuals (HNIs), non-resident Indians (NRIs), and employees and retirees from Public Sector Undertakings (PSUs).
History
[edit]Wise Finserv was established in 2013 by Ajay Kumar Yadav and Charu Pahuja. The founders aimed to create a financial services firm focused on individual financial goals, offering services across asset classes, insurance, tax planning, and retirement solutions.
Services
[edit]Wise Finserv provides services such as:
- Investment advisory and financial planning
- Portfolio management
- Retirement and estate planning
- Tax planning
- Insurance and risk assessment
The firm offers both online and offline advisory platforms and facilitates investment tracking, onboarding, and asset allocation planning for clients across India. As of 2025, Wise Finserv reports serving over 25,000 individuals in more than 2,000 cities.
Leadership
[edit]Ajay Kumar Yadav serves as the Chief Executive Officer (CEO). Charu Pahuja, who holds an MBA in Finance and is a Certified Financial Planner (CFP), serves as Director and Chief Operating Officer (COO).
Media Coverage
[edit]Wise Finserv and its leadership have been mentioned or featured in various Indian financial publications, including:
- The Economic Times
- Mint
- Moneycontrol
- Business Standard
- CNBC
- The New Indian Express
- Dalal Street Investment Journal
- Hindustan Times
- GoodReturns
Ajay Kumar Yadav
[edit]Ajay Kumar Yadav (born November 5, 1974) is an Indian financial professional and co-founder of Wise Finserv. He is involved in investment advisory, retirement planning, and investor education.
Early Life and Education
[edit]Yadav was born in Ghazipur, Uttar Pradesh. He holds a Bachelor of Science in Mathematics and an MBA from Chennai University. He is a Certified Financial Planner and completed an executive program in Behavioural Finance from the Indian Institute of Management Ahmedabad.
Career
[edit]Yadav started his career in the pharmaceutical sector before transitioning to the financial industry, working at ICICI Bank, ICICI Securities, DBS Bank, and Reliance Capital in wealth management roles. He co-founded Wise Finserv in 2013.
Contributions
[edit]Yadav has conducted financial literacy seminars for PSU employees and retirees. His areas of focus include systematic withdrawal strategies, asset allocation for retirees, and estate planning through private family trusts.
Media Citations
[edit][1] [2] [3] [4] [5] [6] [7] [8] [9] [10] [11]
See Also
[edit]- Financial planning in India
- Retirement planning
- Public Sector Undertakings in India
- ^ "Specialised investment funds: A new avenue for investors looking for higher returns". Moneycontrol.
- ^ Puranik, Ira Alok (21 March 2025). "Looking for last-minute tax-saving avenues before March 31st?". The Economic Times.
- ^ "New Income Tax Bill news". Mint.
- ^ "Asset allocation is the most important parameter". Dalal Street Investment Journal.
- ^ "Why financial year-end portfolio rebalancing matters". Business Standard.
- ^ "FY26 Investment Playbook". Moneycontrol.
- ^ "Overnight mutual funds role in volatile markets". CNBC.
- ^ "How AI is revolutionising wealth management". The New Indian Express.
- ^ "Gold vs Real Estate this Akshaya Tritiya". Hindustan Times.
- ^ "Shriram Finance cuts FD rates after RBI move". Business Standard.
- ^ "How the new income tax slabs will affect your take-home salary". GoodReturns. 3 April 2025.