Wealthwise Financials Services

Wealthwise Financials Services Welcome to Wealthwise Financial Services! Based in Noida, under the expertise of our Managing Director, Mr. Why Choose Us? Years of Expertise: Led by Mr.

Your partner in wealth creation & protection | Since 2004 | Mutual Funds • SIP • Insurance • PMS | AMFI-Registered | Serving 2,500+ clients with trust, transparency & expertise. Wealthwise Financial Services has been a trusted name in investment solutions since 2004, helping clients achieve their financial goals. Pramod Kumar Saraswat, we proudly serve clients across India, offering personalized i

nvestment services tailored to your unique financial needs. We offer a comprehensive range of financial products and services, including Mutual Funds, Insurance, and Portfolio Management Services (PMS). With an AUM of ₹100 Cr and over 2500 satisfied investors, we continue to grow as a leader in the financial services industry. At Wealthwise, supported by a team of 10 dedicated professionals, our mission is to help you enjoy a smooth investment journey. Whether you're an individual investor or a corporate entity, our solutions are designed to meet your unique goals. Pramod Kumar Saraswat, we bring years of expertise and experience to ensure a smooth investment journey. Comprehensive Investment Solutions: From Mutual Funds to Insurance and PMS, we offer a full spectrum of services to help you manage and grow your wealth. Trusted by Thousands: With over 2500 investors and ₹100 Cr in assets under management, we have earned the trust of our clients across India. Services:

Mutual Funds
Insurance
Portfolio Management Services (PMS)

Join our growing community of clients who trust Wealthwise Financial Services for their investment needs. Our team is dedicated to helping you achieve financial success and security. Visit us at: https://www.wealthwisefinancials.com/
Call: 9899042419
Email: [email protected]

22/08/2025

Car accident hone par sirf claim hi important nahi hota, kabhi-kabhi legal support bhi zaroori hoti hai. 🚗⚡

👉 Legal Aid cover aapko lawyer fees aur legal expenses se bachata hai.
👉 Ye add-on aapko disputes, court cases aur accident-related issues me protection deta hai.
👉 Small premium, but BIG relief in tough times.

Aap apne car insurance me Legal Aid add-on le rahe ho ya miss kar rahe ho? 🤔

📩 Contact Wealthwise Financial Services aur samajhiye apne liye sahi add-ons.
Pramod Saraswat

20/08/2025

📌 Remember: Retirement planning ek din ka kaam nahi, ek safar hai jo smart allocation se hi successful hota hai.

📩 Contact Wealthwise Financial Services aur apna personalized retirement plan banaiye.

Pramod Saraswat

17/08/2025

💊 Consumables Rider Explained!
Hospital bill mein gloves, syringes, masks jaise chhoti-chhoti cheezein bhi bada kharcha ban jaati hain.
👉 Consumables Rider in costs ko cover karta hai aur aapki jeb ko bachata hai.

✨ Health Insurance Riders Series – Video 5

Anju Saraswat

16/08/2025

🌸 श्री कृष्ण जन्माष्टमी की हार्दिक शुभकामनाएँ 🌸

🙏 इस पावन अवसर पर प्रभु श्रीकृष्ण आपके जीवन में
खुशियों की बांसुरी, समृद्धि की माखन-मीठास और सफलता की गीता लेकर आएं।

✨ “जहाँ विश्वास है, वहाँ भगवान हैं,
जहाँ प्रेम है, वहाँ जीवन है।” ✨

आप और आपके परिवार का जीवन
सुख, शांति और समृद्धि से परिपूर्ण हो।

🌼 जय श्री कृष्ण 🌼

📌 Wealthwise Financials Services की ओर से आप सभी को जन्माष्टमी की शुभकामनाएँ

14/08/2025

💡 OPD Benefit Rider – Kya Aap Jaante Hain? 💡

Aapka health insurance sirf hospital mein admit hone par kaam aaye, aisa kyon?
OPD Benefit Rider ke saath, aap doctor consultation, diagnostic tests, aur minor treatments ka kharcha bhi cover kar sakte hain – bina admit hue!

📋 Kya milta hai is rider mein?
✅ Doctor visit ka cover
✅ Lab tests & scans ka reimbursement
✅ Minor procedures ka protection

🏆 Benefit: Regular health expenses ka bojh aapke pocket se nahi, insurance se!

Ye Important Health Insurance Riders series ki 4th video hai – agar pehli teen videos miss kar di hain, to abhi jaake dekh lijiye.

📩 Contact Wealthwise Financial Services – Hum aapke liye sahi rider choose karne mein madad karenge!

Anju Saraswat

13/08/2025

🏦 ICICI Bank ने घटाई Minimum Account Balance की लिमिट!

ग्राहकों की नाराज़गी के बाद ICICI Bank ने अपने Minimum Account Balance (MAB) नियम में बदलाव किया है।

📉 नई लिमिट्स:
•Metro & Urban: ₹50,000 → अब सिर्फ ₹15,000
•Semi-Urban: ₹25,000 → अब सिर्फ ₹7,500
•Rural: ₹10,000 → अब सिर्फ ₹2,500

💡 इसका मतलब — अब अकाउंट में बैलेंस रखना हुआ आसान, खासकर छोटे शहर और गांवों के ग्राहकों के लिए।

Address

Shree Ram Place, A-2, 5th Floor, Near Vinayak Hospital Sec . 27
Uttarakhand
201301

Opening Hours

Monday 9:30am - 6:30pm
Tuesday 9:30am - 6:30pm
Wednesday 9:30am - 6:30pm
Thursday 9:30am - 6:30pm
Friday 9:30am - 6:30pm
Saturday 9:30am - 6:30pm

Telephone

+919899042419

Website

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Expertise in: *Financial Planning *Investment Planning *Child Education/Marriage Planning *Retirement/Pension Planning *Tax Planning *Portfolio Management *Life Insurance *Health Insurance *Motor Insurance